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57 hedge funds and large institutions have $513M invested in Zegna in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $397M → $513M (+$116M)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

2.22% more ownership

Funds ownership: 12.54%14.77% (+2.2%)

11% less funds holding

Funds holding: 6457 (-7)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
18
Reduced
14
Closed
25
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$180M -$6.66M -456,413 -3%
Invesco
2
Invesco
Georgia
$109M +$899K +61,603 +0.8%
Artisan Partners
3
Artisan Partners
Wisconsin
$54.8M +$19.6M +1,345,500 +52%
Capital World Investors
4
Capital World Investors
California
$53.7M +$45.1M +3,090,068 +402%
PIF
5
Public Investment Fund
Saudi Arabia
$30.1M +$31.6M +2,162,367 New
Fidelity International
6
Fidelity International
Bermuda
$21.4M +$355K +24,328 +2%
Millennium Management
7
Millennium Management
New York
$7.28M -$1.21M -83,081 -14%
Morgan Stanley
8
Morgan Stanley
New York
$7.11M +$3.24M +222,034 +77%
TAM
9
Tabor Asset Management
New York
$6.9M +$7.23M +495,421 New
N
10
Nuveen
North Carolina
$4.06M +$609K +41,733 +17%
HMCP
11
Hook Mill Capital Partners
New York
$3.44M +$3.6M +246,795 New
BlackRock
12
BlackRock
New York
$3.12M -$1.14M -78,241 -26%
Jane Street
13
Jane Street
New York
$3.01M +$1.58M +108,360 +101%
PAMP
14
Polar Asset Management Partners
Ontario, Canada
$2.78M -$5.6M -383,822 -66%
Goldman Sachs
15
Goldman Sachs
New York
$2.77M +$906K +62,118 +45%
Citadel Advisors
16
Citadel Advisors
Florida
$2.35M -$6.64M -455,251 -73%
Amundi
17
Amundi
France
$2.32M -$173K -11,856 -6%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$2.14M +$765K +52,410 +52%
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$1.83M +$19.4K +1,331 +1%
CSS
20
Cubist Systematic Strategies
Connecticut
$1.77M +$1.68M +115,187 +937%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.68M -$114K -7,830 -6%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$1.48M +$1.55M +106,431 New
Two Sigma Investments
23
Two Sigma Investments
New York
$1.48M -$868K -59,494 -36%
LOAMU
24
Lombard Odier Asset Management (USA)
New York
$1.14M +$1.2M +82,091 New
AR
25
Advisory Research
Illinois
$1.13M +$339K +23,227 +40%

ZGN Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q3 2023, worth a combined $513M — up 29% from $397M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ZGN and 18 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Capital World Investors, adding an estimated $45.1M. The largest seller was Honeycomb Asset Management, exiting entirely with an estimated $9.51M sold.

  • 57 institutional investors held Zegna (ZGN) as of Q3 2023, down from 64 in Q2 2023.
  • Funds reported $513M of Zegna stock for Q3 2023, up 29% quarter-over-quarter.
  • 18 funds opened new Zegna positions in Q3 2023 and 25 closed out, a net change of -7 holders.
  • The largest Zegna buyer in Q3 2023 was Capital World Investors, an estimated $45.1M added.
  • The largest Zegna seller in Q3 2023 was Honeycomb Asset Management, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2023.