Zumiez
ZUMZ
133 hedge funds and large institutions have $248M invested in Zumiez in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 38 closing their positions.
74% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $1.33M
7% less funds holding
Funds holding: 143 → 133 (-10)
15% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 47
17.22% less ownership
Funds ownership: 92.4% → 75.19% (-17%)
26% less capital invested
Capital invested by funds: $334M → $248M (-$86.2M)
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$4.28M |
| 2 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$3.85M |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$3.03M |
| 4 |
E
Ergoteles
New York
|
+$2.82M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$28.6M |
| 2 |
BlackRock
New York
|
-$20.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.55M |
| 4 |
State Street
Boston,
Massachusetts
|
-$7.19M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$4.4M |
ZUMZ Hedge Fund Activity: Q2 2023 in Review
133 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2023, worth a combined $248M — down 26% from $334M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of ZUMZ and 28 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 40 added.
The largest buyer was Marshall Wace, adding an estimated $4.28M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $28.6M.
- 133 institutional investors held Zumiez (ZUMZ) as of Q2 2023, down from 143 in Q1 2023.
- Funds reported $248M of Zumiez stock for Q2 2023, down 26% quarter-over-quarter.
- 28 funds opened new Zumiez positions in Q2 2023 and 38 closed out, a net change of -10 holders.
- The largest Zumiez buyer in Q2 2023 was Marshall Wace, an estimated $4.28M added.
- The largest Zumiez seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $28.6M sold.
Based on aggregated 13F filings for Q2 2023.