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Zumiez

119 hedge funds and large institutions have $232M invested in Zumiez in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

27% more call options, than puts

Call options by funds: $758K | Put options by funds: $596K

6% more funds holding

Funds holding: 112119 (+7)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.21% less ownership

Funds ownership: 78.27%77.06% (-1.2%)

26% less capital invested

Capital invested by funds: $316M → $232M (-$83.6M)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
39
Closed
14
Calls
$758K
Puts
$596K
Net Calls
+$162K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$34.2M +$321K +18,815 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24M -$425K -24,907 -2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$22.6M -$94.8K -5,551 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.7M +$343K +20,099 +2%
DCM
5
Divisar Capital Management
California
$13.6M +$2.85M +167,226 +23%
TC
6
Towle & Co
Colorado
$8.56M -$251K -14,706 -3%
Charles Schwab
7
Charles Schwab
California
$7.6M +$728K +42,671 +9%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$7.15M +$848K +49,700 +12%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$6.74M -$292K -17,086 -4%
State Street
10
State Street
Massachusetts
$6.13M +$209K +12,225 +3%
Ameriprise
11
Ameriprise
Minnesota
$5.83M +$461K +26,986 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.42M +$107K +6,252 +2%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$5.11M +$1.1M +64,381 +24%
Millennium Management
14
Millennium Management
New York
$4.31M -$322K -18,884 -6%
Citadel Advisors
15
Citadel Advisors
Florida
$3.83M +$2.52M +147,737 +141%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$3.59M +$591K +34,638 +17%
Goldman Sachs
17
Goldman Sachs
New York
$3.4M +$194K +11,371 +5%
TCM
18
Tieton Capital Management
Washington
$3.13M +$863K +50,545 +32%
DGI
19
Disciplined Growth Investors
Minnesota
$2.82M +$197K +11,550 +7%
RA
20
Royce & Associates
New York
$2.76M -$120K -7,001 -4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.74M
Morgan Stanley
22
Morgan Stanley
New York
$2.7M -$5.61M -328,806 -65%
Northern Trust
23
Northern Trust
Illinois
$2.43M -$106K -6,232 -4%
GCP
24
GSA Capital Partners
United Kingdom
$2.42M +$722K +42,291 +36%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$2.33M -$25.6K -1,500 -1%

ZUMZ Hedge Fund Activity: Q1 2024 in Review

119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2024, worth a combined $232M — down 26% from $316M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ZUMZ positions and 14 closed out — a net gain of 7 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Divisar Capital Management, adding an estimated $2.85M. The largest seller was Jane Street, exiting entirely with an estimated $8.51M sold.

  • 119 institutional investors held Zumiez (ZUMZ) as of Q1 2024, up from 112 in Q4 2023.
  • Funds reported $232M of Zumiez stock for Q1 2024, down 26% quarter-over-quarter.
  • 21 funds opened new Zumiez positions in Q1 2024 and 14 closed out, a net change of +7 holders.
  • The largest Zumiez buyer in Q1 2024 was Divisar Capital Management, an estimated $2.85M added.
  • The largest Zumiez seller in Q1 2024 was Jane Street, an estimated $8.51M sold.

Based on aggregated 13F filings for Q1 2024.