ZIM Integrated Shipping Services
196 hedge funds and large institutions have $281M invested in ZIM Integrated Shipping Services in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 38 closing their positions.
25% more capital invested
Capital invested by funds: $224M → $281M (+$56.6M)
13% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 38
5.9% more ownership
Funds ownership: 17.78% → 23.68% (+5.9%)
2% more funds holding
Funds holding: 192 → 196 (+4)
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
9% less call options, than puts
Call options by funds: $99.7M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.9M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
+$17.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$6.81M |
| 4 |
Jane Street
New York
|
+$4.39M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$12.2M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$7.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.62M |
| 4 |
Goldman Sachs
New York
|
-$3.36M |
| 5 |
GC
GMT Capital
Atlanta,
Georgia
|
-$2.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
226
Kestra Private Wealth Services
Austin,
Texas
| – | -$107K | -10,221 | Closed |
|
|
SIS
227
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$82.5K | -6,489 | Closed |
|
|
PI
228
PEAK6 Investments
Chicago,
Illinois
| – | -$64.9K | -6,211 | Closed |
|
229
Amundi
Paris,
France
| – | -$15.3K | -1,565 | Closed |
|
|
HWP
230
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$10.4K | -1,000 | Closed |
|
|
FAM
231
Flaharty Asset Management
Clearwater,
Florida
| – | -$4.84K | -463 | Closed |
|
232
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2.54K | -243 | Closed |
|
|
ATC
233
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$1.04K | -100 | Closed |
|
|
AA
234
Ancora Advisors
Cleveland,
Ohio
| – | -$1.04K | -100 | Closed |
|
ZIM Hedge Fund Activity: Q4 2023 in Review
196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q4 2023, worth a combined $281M — up 25% from $224M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ZIM positions and 38 closed out — a net gain of 5 holders — while 48 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.9M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $12.2M sold.
- 196 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q4 2023, up from 192 in Q3 2023.
- Funds reported $281M of ZIM Integrated Shipping Services stock for Q4 2023, up 25% quarter-over-quarter.
- 43 funds opened new ZIM Integrated Shipping Services positions in Q4 2023 and 38 closed out, a net change of +5 holders.
- The largest ZIM Integrated Shipping Services buyer in Q4 2023 was Morgan Stanley, an estimated $37.9M added.
- The largest ZIM Integrated Shipping Services seller in Q4 2023 was Mackenzie Financial, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2023.