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70 hedge funds and large institutions have $636M invested in Zegna in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $271K | Put options by funds: $48K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

45% more capital invested

Capital invested by funds: $439M → $636M (+$197M)

19% more funds holding

Funds holding: 5970 (+11)

2.2% more ownership

Funds ownership: 15.18%17.38% (+2.2%)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
15
Reduced
23
Closed
13
Calls
$271K
Puts
$48K
Net Calls
+$223K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$184M -$3.19M -246,676 -2%
Capital World Investors
2
Capital World Investors
California
$76.1M +$17.3M +1,335,945 +35%
Invesco
3
Invesco
Georgia
$58.2M -$23.5M -1,821,618 -31%
Artisan Partners
4
Artisan Partners
Wisconsin
$55.1M -$949K -73,420 -2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$54.2M +$47.8M +3,699,769 New
PIF
6
Public Investment Fund
Saudi Arabia
$43.2M +$9.27M +717,336 +32%
Fidelity International
7
Fidelity International
Bermuda
$20.9M -$1.86M -143,746 -9%
Goldman Sachs
8
Goldman Sachs
New York
$13.7M +$11M +847,492 +991%
Millennium Management
9
Millennium Management
New York
$12.7M +$2.65M +205,248 +31%
DCM
10
Driehaus Capital Management
Illinois
$11.9M +$10.5M +811,212 New
GH
11
GAM Holding
Switzerland
$11.8M +$10.4M +806,500 New
NRCM
12
Northern Right Capital Management
Connecticut
$11M +$1.53M +118,775 +19%
TAM
13
Tabor Asset Management
New York
$10.6M -$147K -11,353 -2%
N
14
Nuveen
North Carolina
$7.88M -$120K -9,300 -2%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$7.08M +$2.43M +187,900 +64%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.64M +$364K +28,134 +7%
Northern Trust
17
Northern Trust
Illinois
$6.14M +$5.42M +419,325 New
Marshall Wace
18
Marshall Wace
United Kingdom
$5.85M +$4.97M +384,447 +2,588%
EDRH
19
Edmond de Rothschild Holding
Switzerland
$5.27M
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$4.92M +$4.34M +335,812 New
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$2.79M -$134K -10,365 -5%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$2.29M -$562K -43,502 -22%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$2.26M
Morgan Stanley
24
Morgan Stanley
New York
$1.97M -$24.5M -1,895,231 -93%
LCM
25
Landscape Capital Management
New Jersey
$1.84M +$1.23M +95,477 +319%

ZGN Hedge Fund Activity: Q1 2024 in Review

70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q1 2024, worth a combined $636M — up 45% from $439M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ZGN positions and 13 closed out — a net gain of 11 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $47.8M. The largest seller was Morgan Stanley, cutting an estimated $24.5M.

  • 70 institutional investors held Zegna (ZGN) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $636M of Zegna stock for Q1 2024, up 45% quarter-over-quarter.
  • 24 funds opened new Zegna positions in Q1 2024 and 13 closed out, a net change of +11 holders.
  • The largest Zegna buyer in Q1 2024 was Capital Research Global Investors, an estimated $47.8M added.
  • The largest Zegna seller in Q1 2024 was Morgan Stanley, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2024.