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ZIM Integrated Shipping Services

229 hedge funds and large institutions have $615M invested in ZIM Integrated Shipping Services in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $647M → $615M (-$31.9M)

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

5% less funds holding

Funds holding: 241229 (-12)

9.47% less ownership

Funds ownership: 31.25%21.78% (-9.5%)

13% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 61

62% less call options, than puts

Call options by funds: $128M | Put options by funds: $341M

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
69
Reduced
75
Closed
61
Calls
$128M
Puts
$341M
Net Calls
-$213M
Net Calls Change
-$170M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$1.54M +$1.1M +52,478 +413%
JFG
52
Jefferies Financial Group
New York
$1.53M -$16.5M -785,000 -92%
LPL Financial
53
LPL Financial
California
$1.51M +$644K +30,641 +92%
Marshall Wace
54
Marshall Wace
United Kingdom
$1.48M -$3.67M -174,985 -74%
Charles Schwab
55
Charles Schwab
California
$1.48M +$343K +16,325 +35%
KHLMVGHM
56
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.48M
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$1.42M
BP
58
BBR Partners
New York
$1.42M -$42K -2,000 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.33M +$619K +29,496 +115%
SAM
60
Storebrand Asset Management
Norway
$1.23M -$460K -21,922 -30%
Stifel Financial
61
Stifel Financial
Missouri
$1.22M +$1.09M +51,774 New
JSL
62
JT Stratford LLC
Georgia
$1.21M -$16.8K -799 -2%
MCI
63
MRP Capital Investments
Georgia
$1.19M +$438K +20,850 +70%
VI
64
Vestcor Inc
New Brunswick, Canada
$1.09M +$690K +32,835 +248%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$1.07M -$503K -23,966 -35%
UBS Group
66
UBS Group
Switzerland
$1.02M +$713K +33,952 +367%
EGM
67
Engineers Gate Manager
New York
$978K +$871K +41,495 New
AWM
68
AE Wealth Management
Kansas
$975K -$236K -11,242 -21%
BCM
69
Bayesian Capital Management
New York
$929K +$827K +39,400 New
APG Asset Management
70
APG Asset Management
Netherlands
$864K +$836K +39,809 New
XSC
71
X-Square Capital
Puerto Rico
$842K +$525 +25 +0.1%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$824K -$240K -11,419 -25%
JWCA
73
J.W. Cole Advisors
Florida
$814K +$725K +34,522 New
RJFSA
74
Raymond James Financial Services Advisors
Florida
$804K +$505K +24,066 +240%
JP Morgan Chase
75
JP Morgan Chase
New York
$794K -$540K -25,691 -43%

ZIM Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q1 2023, worth a combined $615M — down 4.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ZIM and 53 opened new positions — a net loss of 8 holders — while 75 trimmed existing stakes and 69 added.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $26.9M. The largest seller was Altshuler Shaham, cutting an estimated $53.8M.

  • 229 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q1 2023, down from 241 in Q4 2022.
  • Funds reported $615M of ZIM Integrated Shipping Services stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 53 funds opened new ZIM Integrated Shipping Services positions in Q1 2023 and 61 closed out, a net change of -8 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q1 2023 was Mackenzie Financial, an estimated $26.9M added.
  • The largest ZIM Integrated Shipping Services seller in Q1 2023 was Altshuler Shaham, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2023.