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57 hedge funds and large institutions have $376M invested in Zegna in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

45% more capital invested

Capital invested by funds: $260M → $376M (+$117M)

10% more funds holding

Funds holding: 5257 (+5)

1.19% more ownership

Funds ownership: 10.2%11.39% (+1.2%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
11
Closed
7
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$167M +$15.1M +1,219,215 +11%
Invesco
2
Invesco
Georgia
$77.9M +$604K +48,881 +0.9%
BlackRock
3
BlackRock
New York
$42.2M +$4.21M +340,396 +12%
Fidelity International
4
Fidelity International
Bermuda
$17.1M +$1.18M +95,768 +8%
State Street
5
State Street
Massachusetts
$17.1M -$1.49M -120,715 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.61M +$749K +60,645 +12%
HAM
7
Honeycomb Asset Management
New York
$6.82M +$6.18M +500,000 New
Northern Trust
8
Northern Trust
Illinois
$5.15M -$151K -12,249 -3%
Amundi
9
Amundi
France
$4.58M -$1.02M -82,700 -19%
Citadel Advisors
10
Citadel Advisors
Florida
$4.46M +$4.04M +326,703 New
Goldman Sachs
11
Goldman Sachs
New York
$3.73M +$2.81M +227,790 +501%
Vanguard Group
12
Vanguard Group
Pennsylvania
$3.71M +$248K +20,083 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.13M +$30.5K +2,470 +2%
Charles Schwab
14
Charles Schwab
California
$1.87M +$32.6K +2,639 +2%
Morgan Stanley
15
Morgan Stanley
New York
$1.8M +$933K +75,486 +134%
N
16
Nuveen
North Carolina
$1.64M -$138K -11,144 -7%
Bank of America
17
Bank of America
North Carolina
$1.55M +$720K +58,296 +106%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$1.08M +$13.8K +1,116 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$821K +$235K +19,023 +46%
Barclays
20
Barclays
United Kingdom
$635K +$288K +23,287 +100%
AllianceBernstein
21
AllianceBernstein
Tennessee
$521K +$241K +19,500 +104%
Deutsche Bank
22
Deutsche Bank
Germany
$509K +$138K +11,141 +43%
MIM
23
MetLife Investment Management
New Jersey
$442K
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$437K -$117K -9,483 -23%
AIG
25
American International Group
New York
$394K +$7.12K +576 +2%

ZGN Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q1 2023, worth a combined $376M — up 45% from $260M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ZGN positions and 7 closed out — a net gain of 5 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.1M. The largest seller was State Street, cutting an estimated $1.49M.

  • 57 institutional investors held Zegna (ZGN) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $376M of Zegna stock for Q1 2023, up 45% quarter-over-quarter.
  • 12 funds opened new Zegna positions in Q1 2023 and 7 closed out, a net change of +5 holders.
  • The largest Zegna buyer in Q1 2023 was T. Rowe Price Associates, an estimated $15.1M added.
  • The largest Zegna seller in Q1 2023 was State Street, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2023.