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Zeta Global
ZETA

Overview Fund Activity

137 hedge funds and large institutions have $604M invested in Zeta Global in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
67
Reduced
23
Closed
19
Calls
$1.44M
Puts
$788K
Net Calls
+$653K
Net Calls Change
-$86K

Top Buyers

1
OAM
Ophir Asset Management
Australia
$9.62M
2
Vanguard Group
Vanguard Group
Pennsylvania
$105M
3
BlackRock
BlackRock
New York
$65.5M
4
Millennium Management
Millennium Management
New York
$9.61M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
$0
2
AC
Apogem Capital
New York
$0
3
GWM
Greenwich Wealth Management
Connecticut
$0
4
IECM
Intrinsic Edge Capital Management
Illinois
$14.1M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$11K -$116K -15,019 -91%
TWA
127
TCI Wealth Advisors
Arizona
$6.08K – – –
SWA
128
SOA Wealth Advisors
New York
$4.9K – – –
QL
129
Quarry LP
New York
$3K +$3K +367 New
BAM
130
Belpointe Asset Management
Nevada
$1.76K +$1.76K +215 New
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1K – – –
S
132
SignatureFD
Georgia
$743 – – –
EI
133
Ellevest Inc
New York
$670 +$670 +82 New
FGAM
134
Financial Gravity Asset Management
Texas
$361 +$361 +8 New
GWS
135
Glassman Wealth Services
Virginia
$319 – – –
VCM
136
Versant Capital Management
Arizona
$319 – – –
KKRC
137
Kohlberg Kravis Roberts & Co
New York
– -$21.7M -3,289,366 Closed
AC
138
Apogem Capital
New York
– -$5.18M -784,215 Closed
GWM
139
Greenwich Wealth Management
Connecticut
– -$4.9M -741,200 Closed
SCM
140
SG Capital Management
Illinois
– -$2.24M -339,509 Closed
CCM
141
Cerberus Capital Management
New York
– -$1.52M -230,095 Closed
DSCM
142
Divisadero Street Capital Management
Florida
– -$1.06M -160,000 Closed
Prudential Financial
143
Prudential Financial
New Jersey
– -$889K -134,525 Closed
WANY
144
Wealthspire Advisors (New York)
New York
– -$722K -109,259 Closed
GCM
145
Graham Capital Management
Connecticut
– -$604K -91,443 Closed
AG
146
Algert Global
California
– -$604K -91,424 Closed
AI
147
Atom Investors
Texas
– -$467K -70,639 Closed
First Trust Advisors
148
First Trust Advisors
Illinois
– -$410K -62,030 Closed
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
– -$383K -57,917 Closed
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
– -$371K -56,092 Closed
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