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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.

New
Increased
Maintained
Reduced
Closed

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: 192196 (+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

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
48
Reduced
52
Closed
38
Calls
$99.7M
Puts
$109M
Net Calls
-$9.56M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$747K +$536K +63,815 +539%
JP Morgan Chase
52
JP Morgan Chase
New York
$667K -$3.26K -388 -0.6%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$610K -$34.2K -4,064 -6%
Norges Bank
54
Norges Bank
Norway
$610K -$2.52M -300,000 -83%
GRP
55
Global Retirement Partners
California
$606K +$56.4K +6,712 +17%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$583K
PCM
57
Prelude Capital Management
New York
$576K +$490K +58,351 New
CAN
58
Cetera Advisor Networks
California
$527K +$449K +53,391 New
SG Americas Securities
59
SG Americas Securities
New York
$518K +$441K +52,478 New
AWM
60
AE Wealth Management
Kansas
$516K +$323K +38,390 New
OR
61
Olympiad Research
Connecticut
$486K +$11.5K +1,364 +3%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$486K +$414K +49,234 New
Renaissance Technologies
63
Renaissance Technologies
New York
$482K -$252K -30,004 -38%
TI
64
Tidal Investments
Wisconsin
$465K +$195K +23,212 +97%
Northern Trust
65
Northern Trust
Illinois
$443K +$229K +27,255 +154%
NRD
66
Nebula Research & Development
New York
$406K +$346K +41,147 New
EGM
67
Engineers Gate Manager
New York
$392K +$334K +39,720 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$381K +$36.3K +4,318 +13%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$373K -$9.78K -1,164 -3%
Citigroup
70
Citigroup
New York
$362K +$262K +31,230 +578%
ECM
71
ExodusPoint Capital Management
New York
$351K +$298K +35,519 New
Osaic Holdings
72
Osaic Holdings
Arizona
$349K -$596K -70,879 -67%
VI
73
Vestcor Inc
New Brunswick, Canada
$346K -$141K -16,806 -32%
AC
74
AXQ Capital
New Jersey
$342K +$2.52K +300 +0.9%
KAS
75
Kestra Advisory Services
Texas
$333K +$22.7K +2,702 +9%

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.