Zumiez
ZUMZ
121 hedge funds and large institutions have $273M invested in Zumiez in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 25 closing their positions.
18% more call options, than puts
Call options by funds: $2.45M | Put options by funds: $2.07M
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
10% more capital invested
Capital invested by funds: $248M → $273M (+$25.5M)
2.36% more ownership
Funds ownership: 75.19% → 77.55% (+2.4%)
9% less funds holding
Funds holding: 133 → 121 (-12)
44% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
+$11.8M |
| 2 |
BlackRock
New York
|
+$10.2M |
| 3 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$6.62M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$4.33M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$8.98M |
| 2 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$3.02M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
-$2.9M |
| 4 |
E
Ergoteles
New York
|
-$2.81M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.23M |
ZUMZ Hedge Fund Activity: Q3 2023 in Review
121 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2023, worth a combined $273M — up 10% from $248M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of ZUMZ and 14 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 46 added.
The largest buyer was Towle & Co, opening a new position worth an estimated $11.8M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $8.98M sold.
- 121 institutional investors held Zumiez (ZUMZ) as of Q3 2023, down from 133 in Q2 2023.
- Funds reported $273M of Zumiez stock for Q3 2023, up 10% quarter-over-quarter.
- 14 funds opened new Zumiez positions in Q3 2023 and 25 closed out, a net change of -11 holders.
- The largest Zumiez buyer in Q3 2023 was Towle & Co, an estimated $11.8M added.
- The largest Zumiez seller in Q3 2023 was Fort Washington Investment Advisors, an estimated $8.98M sold.
Based on aggregated 13F filings for Q3 2023.