Zeta Global
ZETA
160 hedge funds and large institutions have $897M invested in Zeta Global in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 13 closing their positions.
534% more call options, than puts
Call options by funds: $7.06M | Put options by funds: $1.11M
185% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 13
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
48% more capital invested
Capital invested by funds: $604M → $897M (+$292M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more funds holding
Funds holding: 137 → 160 (+23)
4.8% more ownership
Funds ownership: 42.46% → 47.26% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$9.46M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$9.17M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$6.96M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$7.64M |
| 2 |
Millennium Management
New York
|
-$6.87M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$4.58M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.28M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.68M |
ZETA Hedge Fund Activity: Q1 2023 in Review
160 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2023, worth a combined $897M — up 48% from $604M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ZETA positions and 13 closed out — a net gain of 24 holders — while 60 added to existing stakes and 39 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $27.5M. The largest seller was Granahan Investment Management, cutting an estimated $7.64M.
- 160 institutional investors held Zeta Global (ZETA) as of Q1 2023, up from 137 in Q4 2022.
- Funds reported $897M of Zeta Global stock for Q1 2023, up 48% quarter-over-quarter.
- 37 funds opened new Zeta Global positions in Q1 2023 and 13 closed out, a net change of +24 holders.
- The largest Zeta Global buyer in Q1 2023 was Lord, Abbett & Co, an estimated $27.5M added.
- The largest Zeta Global seller in Q1 2023 was Granahan Investment Management, an estimated $7.64M sold.
Based on aggregated 13F filings for Q1 2023.