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64 hedge funds and large institutions have $397M invested in Zegna in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

12% more funds holding

Funds holding: 5764 (+7)

6% more capital invested

Capital invested by funds: $376M → $397M (+$20.8M)

1.16% more ownership

Funds ownership: 11.39%12.54% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
12
Reduced
12
Closed
26
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
51
Blue Trust Inc
Georgia
$23K
Wells Fargo
52
Wells Fargo
California
$11.3K -$130K -10,459 -92%
JP Morgan Chase
53
JP Morgan Chase
New York
$5.31K -$744K -59,751 -99%
Simplex Trading
54
Simplex Trading
Illinois
$5K +$5.04K +405 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$4.83K -$3.31K -266 -41%
HNB
56
Huntington National Bank
Ohio
$4.04K +$3.96K +318 New
Citigroup
57
Citigroup
New York
$3.44K -$9.52K -764 -74%
HIM
58
Hillsdale Investment Management
Ontario, Canada
$3.17K +$3.11K +250 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1K +$660 +53 New
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$533
FFA
61
Farther Finance Advisors
California
$279 +$274 +22 New
DCM
62
Dupont Capital Management
Delaware
$13
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$13 +$12 +1 New
State Street
64
State Street
Massachusetts
-$17.1M -1,253,431 Closed
Geode Capital Management
65
Geode Capital Management
Massachusetts
-$7.61M -558,155 Closed
Northern Trust
66
Northern Trust
Illinois
-$5.15M -377,757 Closed
Vanguard Group
67
Vanguard Group
Pennsylvania
-$3.71M -271,772 Closed
Bank of New York Mellon
68
Bank of New York Mellon
New York
-$2.13M -155,854 Closed
Charles Schwab
69
Charles Schwab
California
-$1.87M -136,820 Closed
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
-$1.08M -79,123 Closed
AllianceBernstein
71
AllianceBernstein
Tennessee
-$521K -38,200 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$509K -37,283 Closed
MIM
73
MetLife Investment Management
New Jersey
-$442K -32,390 Closed
AIG
74
American International Group
New York
-$394K -28,913 Closed
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
-$360K -26,424 Closed

ZGN Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q2 2023, worth a combined $397M — up 5.5% from $376M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ZGN positions and 26 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $32.3M. The largest seller was BlackRock, cutting an estimated $34.8M.

  • 64 institutional investors held Zegna (ZGN) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $397M of Zegna stock for Q2 2023, up 5.5% quarter-over-quarter.
  • 33 funds opened new Zegna positions in Q2 2023 and 26 closed out, a net change of +7 holders.
  • The largest Zegna buyer in Q2 2023 was Artisan Partners, an estimated $32.3M added.
  • The largest Zegna seller in Q2 2023 was BlackRock, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2023.