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Zeta Global
ZETA

Overview Fund Activity

295 hedge funds and large institutions have $4.5B invested in Zeta Global in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+59
Holders Change %
+25%
% of All Funds
4.27%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
98
Reduced
86
Closed
30
Calls
$31.8M
Puts
$35.4M
Net Calls
-$3.56M
Net Calls Change
-$16.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$197M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$160M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
$647M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$170M

Top Sellers

1
GC
GPI Capital
New York
$160M
2
GIM
Granahan Investment Management
Massachusetts
$85.5M
3
EAM
Eagle Asset Management
Florida
$26.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
PIMC
Praesidium Investment Management Company
New York
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
276
Rothschild Investment LLC
Illinois
$4.92K +$2.54K +85 +106%
AIM
277
Anchor Investment Management
South Carolina
$4.92K +$4.92K +165 New
CPA
278
Capital Performance Advisors
California
$4.5K +$4.5K +151 New
Bessemer Group
279
Bessemer Group
New Jersey
$4K +$4K +140 New
SAM
280
Smartleaf Asset Management
Massachusetts
$3.81K +$3.81K +129 New
EWA
281
EverSource Wealth Advisors
Alabama
$3.55K +$1.82K +61 +105%
SPIA
282
Steward Partners Investment Advisory
New York
$2.98K – – –
VCM
283
Versant Capital Management
Arizona
$2.83K – – –
CA
284
CoreCap Advisors
Michigan
$2.66K +$2.66K +89 New
TWD
285
True Wealth Design
Ohio
$2.6K +$2.6K +87 New
PS
286
Principal Securities
Iowa
$2.27K +$2.27K +76 New
A
287
AlphaQuest
New York
$1.79K -$67.1K -2,250 -97%
CPA
288
Clear Point Advisors
New York
$1.49K – – –
BIA
289
Bell Investment Advisors
California
$1.05K – – –
CFO
290
CVA Family Office
Colorado
$895 – – –
PA
291
Parallel Advisors
California
$776 +$776 +26 New
MCI
292
MRP Capital Investments
Georgia
$746 +$746 +25 New
CA
293
Continuum Advisory
Idaho
$417 +$417 +24 New
AF
294
Allworth Financial
California
$388 +$388 +13 New
TWC
295
TD Waterhouse Canada
Ontario, Canada
$30 +$30 +1 New
Massachusetts Financial Services
296
Massachusetts Financial Services
Massachusetts
– -$34.7M -1,968,670 Closed
IECM
297
Intrinsic Edge Capital Management
Illinois
– -$13M -738,745 Closed
3C
298
325 Capital
New York
– -$11M -621,178 Closed
MGP
299
M&G plc
United Kingdom
– -$9.95M -553,047 Closed
TI
300
Trexquant Investment
Connecticut
– -$9.3M -526,894 Closed
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