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Zeta Global

154 hedge funds and large institutions have $774M invested in Zeta Global in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,721% more call options, than puts

Call options by funds: $8.05M | Put options by funds: $82K

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1.3% more ownership

Funds ownership: 49.53%50.83% (+1.3%)

1% more capital invested

Capital invested by funds: $764M → $774M (+$10.3M)

1% more funds holding

Funds holding: 153154 (+1)

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
22
Increased
64
Reduced
49
Closed
20
Calls
$8.05M
Puts
$82K
Net Calls
+$7.97M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
GPI Capital
New York
$136M
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M +$8.18M +991,678 +7%
BlackRock
3
BlackRock
New York
$92.2M +$10.1M +1,222,118 +12%
GIM
4
Granahan Investment Management
Massachusetts
$58.8M -$722K -87,589 -1%
State Street
5
State Street
Massachusetts
$25.4M +$1.38M +167,232 +6%
ClearBridge Investments
6
ClearBridge Investments
New York
$24.7M -$73.7K -8,930 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24M +$2.86M +346,809 +14%
IECM
8
Intrinsic Edge Capital Management
Illinois
$17.2M -$2.44M -295,932 -13%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$12.9M +$2.91M +353,251 +30%
SCA
10
Summit Creek Advisors
Minnesota
$12.3M +$4.43M +536,550 +58%
Northern Trust
11
Northern Trust
Illinois
$11.5M +$821K +99,548 +8%
Charles Schwab
12
Charles Schwab
California
$10.1M +$1.16M +140,578 +13%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$9.85M +$748K +90,681 +8%
Ameriprise
14
Ameriprise
Minnesota
$8.37M +$8.14M +986,705 +6,236%
PCM
15
Portolan Capital Management
Massachusetts
$8.07M +$7.98M +967,017 New
BL
16
BWCP LP
Texas
$7.72M +$7.62M +924,461 New
MHP
17
Manatuck Hill Partners
Connecticut
$7.48M
SAM
18
Silvercrest Asset Management
New York
$7.47M +$7.38M +894,902 New
N
19
Nuveen
North Carolina
$7.06M -$1.25M -151,417 -15%
Goldman Sachs
20
Goldman Sachs
New York
$6.8M +$1.15M +139,425 +21%
Renaissance Technologies
21
Renaissance Technologies
New York
$6.28M +$257K +31,100 +4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$5.79M -$19.1M -2,314,486 -77%
BAM
23
Bullseye Asset Management
Colorado
$5.76M
OAM
24
Oberweis Asset Management
Illinois
$5.63M +$1.65M +200,200 +42%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$5.54M +$2.7M +327,100 +97%

ZETA Hedge Fund Activity: Q3 2023 in Review

154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q3 2023, worth a combined $774M — up 1.4% from $764M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ZETA positions and 20 closed out — a net gain of 2 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $10.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $19.1M.

  • 154 institutional investors held Zeta Global (ZETA) as of Q3 2023, up from 153 in Q2 2023.
  • Funds reported $774M of Zeta Global stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 22 funds opened new Zeta Global positions in Q3 2023 and 20 closed out, a net change of +2 holders.
  • The largest Zeta Global buyer in Q3 2023 was BlackRock, an estimated $10.1M added.
  • The largest Zeta Global seller in Q3 2023 was Lord, Abbett & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2023.