Zayo Group Holdings, Inc.
ZAYO
ZAYO was delisted on the 6th of March, 2020.
357 hedge funds and large institutions have $7.17B invested in Zayo Group Holdings, Inc. in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 96 closing their positions.
123% more call options, than puts
Call options by funds: $136M | Put options by funds: $61.2M
69% more funds holding in top 10
Funds holding in top 10: 16 → 27 (+11)
28% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 100
14% more capital invested
Capital invested by funds: $6.28B → $7.17B (+$890M)
5% less funds holding
Funds holding: 375 → 357 (-18)
10% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$231M |
| 2 |
D.E. Shaw & Co
New York
|
+$189M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
+$140M |
| 4 |
TAL
TIG Advisors LLC
New York
|
+$139M |
| 5 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
-$165M |
| 2 |
SIG
Senator Investment Group
New York
|
-$162M |
| 3 |
EC
Eminence Capital
New York
|
-$156M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$133M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$122M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Parallax Volatility Advisers
San Francisco,
California
| – | +$32 | +1 | +100% |
|
ZAYO Hedge Fund Activity: Q2 2019 in Review
357 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Zayo Group Holdings, Inc. (ZAYO) for Q2 2019, worth a combined $7.17B — up 14% from $6.28B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of ZAYO and 86 opened new positions — a net loss of 10 holders — while 100 trimmed existing stakes and 128 added.
The largest buyer was Pentwater Capital Management, adding an estimated $231M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $165M sold.
- 357 institutional investors held Zayo Group Holdings, Inc. (ZAYO) as of Q2 2019, down from 375 in Q1 2019.
- Funds reported $7.17B of Zayo Group Holdings, Inc. stock for Q2 2019, up 14% quarter-over-quarter.
- 86 funds opened new Zayo Group Holdings, Inc. positions in Q2 2019 and 96 closed out, a net change of -10 holders.
- The largest Zayo Group Holdings, Inc. buyer in Q2 2019 was Pentwater Capital Management, an estimated $231M added.
- The largest Zayo Group Holdings, Inc. seller in Q2 2019 was Sachem Head Capital Management, an estimated $165M sold.
Based on aggregated 13F filings for Q2 2019.