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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
VanEck Associates
76
VanEck Associates
New York
$322K -$8.6K -1,023 -3%
SAM
77
Storebrand Asset Management
Norway
$300K
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$298K -$22.5K -2,675 -8%
IUHSA
79
Itau Unibanco Holding S.A.
Brazil
$282K +$240K +28,600 New
NC
80
Napatree Capital
Rhode Island
$281K +$239K +28,459 New
PI
81
PFG Investments
New York
$247K -$31.1K -3,704 -13%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$233K +$21.4K +2,546 +12%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$230K -$417K -49,615 -68%
RJA
84
Raymond James & Associates
Florida
$228K -$28.9K -3,437 -13%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$226K
AWS
86
Atria Wealth Solutions
New York
$225K -$8.82K -1,050 -4%
AAS
87
Annex Advisory Services
Wisconsin
$215K
Bank of New York Mellon
88
Bank of New York Mellon
New York
$214K +$22.2K +2,636 +14%
CG
89
Cutler Group
California
$202K -$74.5K -8,870 -30%
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
$194K +$165K +19,660 New
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$185K
GS
92
GTS Securities
New York
$183K +$156K +18,553 New
XSC
93
X-Square Capital
Puerto Rico
$180K -$15.1K -1,800 -9%
IAIM
94
International Assets Investment Management
Florida
$174K +$36K +4,285 +32%
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
$160K -$3.62M -430,438 -96%
GHA
96
GW Henssler & Associates
Georgia
$160K -$2.99K -356 -2%
MG
97
Marex Group
$159K +$135K +16,124 New
OQS
98
Occudo Quantitative Strategies
Florida
$158K -$71.3K -8,483 -35%
CC
99
Corton Capital
Ontario, Canada
$158K +$134K +15,963 New
RCG
100
Regatta Capital Group
California
$146K +$4.32K +514 +4%

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.