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67 hedge funds and large institutions have $433M invested in Zegna in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more call options, than puts

Call options by funds: $413K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

14% more funds holding

Funds holding: 5967 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 18.26%17.56% (-0.7%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

20% less capital invested

Capital invested by funds: $541M → $433M (-$108M)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
16
Reduced
19
Closed
9
Calls
$413K
Puts
$14K
Net Calls
+$399K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$113M -$16.1M -1,556,805 -12%
Capital Research Global Investors
2
Capital Research Global Investors
California
$84.3M
Invesco
3
Invesco
Georgia
$57.1M +$18.8M +1,811,695 +45%
Capital World Investors
4
Capital World Investors
California
$50M -$13.8M -1,327,362 -21%
PIF
5
Public Investment Fund
Saudi Arabia
$36.5M
Artisan Partners
6
Artisan Partners
Wisconsin
$34.5M -$1.77M -170,980 -5%
Fidelity International
7
Fidelity International
Bermuda
$14M
GH
8
GAM Holding
Switzerland
$7.63M -$319K -30,763 -4%
EDRH
9
Edmond de Rothschild Holding
Switzerland
$3.54M
N
10
Nuveen
North Carolina
$3.15M -$2.25M -217,601 -40%
LIP
11
Liontrust Investment Partners
United Kingdom
$2.96M
QM
12
QVIDTVM Management
Texas
$2.91M +$3.06M +295,562 New
RC
13
Roubaix Capital
Colorado
$2.48M +$2.61M +252,158 New
AC
14
Armistice Capital
New York
$2.38M +$28.6K +2,765 +1%
TAM
15
Tabor Asset Management
New York
$2.04M -$4.22M -407,105 -66%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.78M -$995K -96,000 -35%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$1.52M
Morgan Stanley
18
Morgan Stanley
New York
$1.22M -$868K -83,824 -40%
Bank of America
19
Bank of America
North Carolina
$1.06M -$6.02K -581 -0.5%
CM
20
CastleKnight Management
New York
$1.04M +$1.1M +106,195 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.01M +$820K +79,126 +343%
APSPRSPT
22
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$979K +$1.03M +99,500 New
Millennium Management
23
Millennium Management
New York
$954K +$1M +96,951 New
BA
24
Bridgewater Associates
Connecticut
$875K -$151K -14,560 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$835K -$302K -29,191 -26%

ZGN Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q3 2024, worth a combined $433M — down 20% from $541M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ZGN positions and 9 closed out — a net gain of 8 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, adding an estimated $18.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.1M.

  • 67 institutional investors held Zegna (ZGN) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $433M of Zegna stock for Q3 2024, down 20% quarter-over-quarter.
  • 17 funds opened new Zegna positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Zegna buyer in Q3 2024 was Invesco, an estimated $18.8M added.
  • The largest Zegna seller in Q3 2024 was T. Rowe Price Associates, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.