We are live on ! Find out more
ZIM icon

ZIM Integrated Shipping Services

192 hedge funds and large institutions have $343M invested in ZIM Integrated Shipping Services in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $281M → $343M (+$62.1M)

4.49% more ownership

Funds ownership: 23.68%28.16% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 196192 (-4)

42% less call options, than puts

Call options by funds: $87.7M | Put options by funds: $151M

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
56
Closed
35
Calls
$87.7M
Puts
$151M
Net Calls
-$63M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
76
Mirabella Financial Services
United Kingdom
$367K +$440K +36,235 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$350K +$52.6K +4,335 +14%
VanEck Associates
78
VanEck Associates
New York
$346K +$18.6K +1,529 +5%
SPC
79
Sigma Planning Corp
Michigan
$311K +$250K +20,626 +203%
OC
80
Oppenheimer & Co
New York
$310K +$372K +30,667 New
KAS
81
Kestra Advisory Services
Texas
$309K -$38.6K -3,181 -9%
Osaic Holdings
82
Osaic Holdings
Arizona
$298K -$71.6K -5,896 -17%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$297K +$189K +15,584 +113%
CMF
84
Counterpoint Mutual Funds
California
$288K +$178K +14,627 +106%
AWM
85
AE Wealth Management
Kansas
$265K -$148K -12,210 -32%
XSC
86
X-Square Capital
Puerto Rico
$258K +$71.9K +5,920 +32%
VF
87
Virtu Financial
New York
$257K +$308K +25,371 New
EL
88
EMFO LLC
Florida
$253K +$304K +25,000 New
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$253K +$26K +2,138 +9%
IAIM
90
International Assets Investment Management
Florida
$243K +$63.1K +5,200 +30%
RJA
91
Raymond James & Associates
Florida
$226K -$8.97K -739 -3%
AAS
92
Annex Advisory Services
Wisconsin
$221K
PI
93
PFG Investments
New York
$200K -$63.4K -5,222 -21%
AGP
94
Autumn Glory Partners
Texas
$197K +$85K +7,000 +56%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$189K
Citigroup
96
Citigroup
New York
$168K -$244K -20,068 -55%
CHAM
97
Clear Harbor Asset Management
Connecticut
$164K -$1.48M -122,275 -88%
RCG
98
Regatta Capital Group
California
$162K +$15.2K +1,254 +8%
SG Americas Securities
99
SG Americas Securities
New York
$145K -$463K -38,101 -73%
Wolverine Trading
100
Wolverine Trading
Illinois
$143K +$46.3K +3,812 +37%

ZIM Hedge Fund Activity: Q1 2024 in Review

192 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q1 2024, worth a combined $343M — up 22% from $281M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ZIM and 33 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 59 added.

The largest buyer was Ion Asset Management, opening a new position worth an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $41.4M.

  • 192 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q1 2024, down from 196 in Q4 2023.
  • Funds reported $343M of ZIM Integrated Shipping Services stock for Q1 2024, up 22% quarter-over-quarter.
  • 33 funds opened new ZIM Integrated Shipping Services positions in Q1 2024 and 35 closed out, a net change of -2 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q1 2024 was Ion Asset Management, an estimated $51.3M added.
  • The largest ZIM Integrated Shipping Services seller in Q1 2024 was Morgan Stanley, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2024.