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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
+$186M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$160M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$79.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$78.3M

Top Sellers

1
GC
GPI Capital
New York
-$145M
2
GIM
Granahan Investment Management
Massachusetts
-$84.6M
3
EAM
Eagle Asset Management
Florida
-$38.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$34.7M
5
PIMC
Praesidium Investment Management Company
New York
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$734K +$734K +24,609 New
RJFSA
177
Raymond James Financial Services Advisors
Florida
$716K +$716K +23,994 New
HFM
178
Harvest Fund Management
China
$712K +$150K +5,039 +27%
Creative Planning
179
Creative Planning
Kansas
$696K +$696K +23,344 New
HSBC Holdings
180
HSBC Holdings
United Kingdom
$692K -$750K -25,209 -52%
HighTower Advisors
181
HighTower Advisors
Illinois
$668K +$26.6K +892 +4%
CPC
182
Cookson Peirce & Co
Pennsylvania
$663K +$663K +22,236 New
SRL
183
Scientech Research LLC
New Jersey
$641K +$193K +6,468 +43%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$641K +$133K +4,470 +26%
JWS
185
Juncture Wealth Strategies
Arizona
$633K +$18.9K +634 +3%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$622K +$622K +20,835 New
FAG
187
Fortitude Advisory Group
Washington
$581K +$581K +19,463 New
HH
188
Hilltop Holdings
Texas
$571K +$571K +19,150 New
MFIM
189
Mesirow Financial Investment Management
Illinois
$560K +$560K +18,788 New
SG Americas Securities
190
SG Americas Securities
New York
$541K -$6.76M -226,494 -93%
AIP
191
Ameritas Investment Partners
Nebraska
$540K +$59.4K +1,991 +12%
Wolverine Trading
192
Wolverine Trading
Illinois
$538K +$168K +5,709 +46%
Verition Fund Management
193
Verition Fund Management
Connecticut
$536K -$294K -9,871 -35%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$512K – – –
OQS
195
Occudo Quantitative Strategies
Florida
$508K -$2.49M -83,631 -83%
SM
196
Sciencast Management
New Jersey
$497K +$497K +16,660 New
NA
197
NewEdge Advisors
Louisiana
$488K +$480K +16,105 +6,442%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$487K -$109K -3,650 -18%
SO
199
STRS Ohio
Ohio
$486K -$68.6K -2,300 -12%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$486K +$66.7K +2,236 +16%
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