Zeta Global
ZETA
178 hedge funds and large institutions have $999M invested in Zeta Global in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 14 closing their positions.
18,417% more call options, than puts
Call options by funds: $6.48M | Put options by funds: $35K
186% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 14
126% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 34
29% more capital invested
Capital invested by funds: $774M → $999M (+$225M)
16% more funds holding
Funds holding: 154 → 178 (+24)
10.61% more ownership
Funds ownership: 50.83% → 61.44% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
+$48.7M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$22.4M |
| 3 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$18.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$17.8M |
| 5 |
Neuberger Berman Group
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$17.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.85M |
| 3 |
LBWM
Left Brain Wealth Management
Naperville,
Illinois
|
-$2.95M |
| 4 |
Goldman Sachs
New York
|
-$2.83M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$2.12M |
ZETA Hedge Fund Activity: Q4 2023 in Review
178 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q4 2023, worth a combined $999M — up 29% from $774M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ZETA positions and 14 closed out — a net gain of 26 holders — while 77 added to existing stakes and 34 trimmed.
The largest buyer was Praesidium Investment Management Company, adding an estimated $48.7M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $17.2M sold.
- 178 institutional investors held Zeta Global (ZETA) as of Q4 2023, up from 154 in Q3 2023.
- Funds reported $999M of Zeta Global stock for Q4 2023, up 29% quarter-over-quarter.
- 40 funds opened new Zeta Global positions in Q4 2023 and 14 closed out, a net change of +26 holders.
- The largest Zeta Global buyer in Q4 2023 was Praesidium Investment Management Company, an estimated $48.7M added.
- The largest Zeta Global seller in Q4 2023 was Intrinsic Edge Capital Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2023.