Zayo Group Holdings, Inc.
ZAYO
ZAYO was delisted on the 6th of March, 2020.
375 hedge funds and large institutions have $6.28B invested in Zayo Group Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 57 closing their positions.
56% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 57
40% more call options, than puts
Call options by funds: $274M | Put options by funds: $196M
21% more capital invested
Capital invested by funds: $5.2B → $6.28B (+$1.08B)
18% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 108
9% more funds holding
Funds holding: 345 → 375 (+30)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$146M |
| 2 |
SV
Starboard Value
New York
|
+$109M |
| 3 |
SHCM
Sachem Head Capital Management
New York
|
+$74.3M |
| 4 |
Goldman Sachs
New York
|
+$54.4M |
| 5 |
Two Sigma Advisers
New York
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$123M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$106M |
| 3 |
SIG
Senator Investment Group
New York
|
-$87.5M |
| 4 |
HLC
Hunt Lane Capital
New York
|
-$82.2M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$59.7M |
ZAYO Hedge Fund Activity: Q1 2019 in Review
375 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Zayo Group Holdings, Inc. (ZAYO) for Q1 2019, worth a combined $6.28B — up 21% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new ZAYO positions and 57 closed out — a net gain of 32 holders — while 127 added to existing stakes and 108 trimmed.
The largest buyer was Eminence Capital, opening a new position worth an estimated $146M. The largest seller was Capital World Investors, exiting entirely with an estimated $123M sold.
- 375 institutional investors held Zayo Group Holdings, Inc. (ZAYO) as of Q1 2019, up from 345 in Q4 2018.
- Funds reported $6.28B of Zayo Group Holdings, Inc. stock for Q1 2019, up 21% quarter-over-quarter.
- 89 funds opened new Zayo Group Holdings, Inc. positions in Q1 2019 and 57 closed out, a net change of +32 holders.
- The largest Zayo Group Holdings, Inc. buyer in Q1 2019 was Eminence Capital, an estimated $146M added.
- The largest Zayo Group Holdings, Inc. seller in Q1 2019 was Capital World Investors, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2019.