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Zeta Global

191 hedge funds and large institutions have $1.32B invested in Zeta Global in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

597% more call options, than puts

Call options by funds: $7.73M | Put options by funds: $1.11M

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

36% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 56

33% more capital invested

Capital invested by funds: $993M → $1.32B (+$332M)

8% more funds holding

Funds holding: 177191 (+14)

2.97% more ownership

Funds ownership: 61.04%64.01% (+3%)

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
2.75%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
76
Reduced
56
Closed
21
Calls
$7.73M
Puts
$1.11M
Net Calls
+$6.62M
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$781K
JF
102
Jump Financial
Illinois
$771K -$766K -76,800 -52%
AIG
103
American International Group
New York
$757K +$1.53K +153 +0.2%
NPT
104
National Philanthropic Trust
Pennsylvania
$743K
IIM
105
Ironwood Investment Management
Massachusetts
$733K +$6.38K +639 +1%
ECU
106
Eisler Capital (US)
New York
$716K +$654K +65,521 New
Two Sigma Investments
107
Two Sigma Investments
New York
$715K -$1.6M -159,948 -71%
Franklin Resources
108
Franklin Resources
California
$695K +$328K +32,922 +107%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$660K -$40.9K -4,104 -6%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$643K +$103K +10,328 +21%
VIA
111
Virtus Investment Advisers
Connecticut
$641K
TI
112
Trexquant Investment
Connecticut
$631K -$990K -99,269 -63%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$631K +$288K +28,847 +100%
LPL Financial
114
LPL Financial
California
$630K +$1.77K +177 +0.3%
RIA
115
Regal Investment Advisors
Michigan
$608K +$2.48K +249 +0.4%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$575K +$199K +19,900 +61%
Verition Fund Management
117
Verition Fund Management
Connecticut
$555K +$506K +50,741 New
Truist Financial
118
Truist Financial
North Carolina
$547K
TIM
119
Timelo Investment Management
Ontario, Canada
$547K +$499K +50,000 New
PGCM
120
Prescott Group Capital Management
Oklahoma
$546K +$499K +50,000 New
Wells Fargo
121
Wells Fargo
California
$542K +$42.2K +4,234 +9%
Voloridge Investment Management
122
Voloridge Investment Management
Florida
$541K +$305K +30,596 +162%
Allianz Asset Management
123
Allianz Asset Management
Germany
$510K +$466K +46,677 New
QC
124
Quent Capital
New York
$496K
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$481K -$154K -15,424 -25%

ZETA Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2024, worth a combined $1.32B — up 33% from $993M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ZETA positions and 21 closed out — a net gain of 15 holders — while 76 added to existing stakes and 56 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.

  • 191 institutional investors held Zeta Global (ZETA) as of Q1 2024, up from 177 in Q4 2023.
  • Funds reported $1.32B of Zeta Global stock for Q1 2024, up 33% quarter-over-quarter.
  • 36 funds opened new Zeta Global positions in Q1 2024 and 21 closed out, a net change of +15 holders.
  • The largest Zeta Global buyer in Q1 2024 was Massachusetts Financial Services, an estimated $22.1M added.
  • The largest Zeta Global seller in Q1 2024 was Morgan Stanley, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2024.