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ZIM Integrated Shipping Services

184 hedge funds and large institutions have $2.72B invested in ZIM Integrated Shipping Services in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

30% more funds holding

Funds holding: 142184 (+42)

18% more call options, than puts

Call options by funds: $378M | Put options by funds: $320M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.75B → $2.72B (-$29.8M)

8.36% less ownership

Funds ownership: 47.33%38.98% (-8.4%)

Holders
184
Holders Change
+42
Holders Change %
+29.58%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
63
Increased
70
Reduced
42
Closed
20
Calls
$378M
Puts
$320M
Net Calls
+$58.1M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Centric Wealth Management
Illinois
$1.6M +$1.39M +27,168 New
MSFP
102
Mark Sheptoff Financial Planning
Connecticut
$1.58M +$373K +7,290 +37%
UBS AM
103
UBS AM
Illinois
$1.58M +$1.37M +26,800 New
DC
104
Diametric Capital
Massachusetts
$1.55M +$1.35M +26,374 New
DT
105
Diversified Trust
Tennessee
$1.53M
Geode Capital Management
106
Geode Capital Management
Massachusetts
$1.53M +$1.33M +26,035 New
Ameriprise
107
Ameriprise
Minnesota
$1.51M +$1.29M +25,208 New
KAS
108
Kestra Advisory Services
Texas
$1.44M +$263K +5,137 +27%
Vanguard Group
109
Vanguard Group
Pennsylvania
$1.38M +$1.2M +23,472 New
SWP
110
Stratos Wealth Partners
Ohio
$1.31M +$229K +4,475 +25%
LPL Financial
111
LPL Financial
California
$1.19M +$326K +6,371 +46%
AIM
112
Aigen Investment Management
New York
$1.14M +$111K +2,174 +12%
VanEck Associates
113
VanEck Associates
New York
$975K +$848K +16,572 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$923K +$51.2K +1,000 +7%
Osaic Holdings
115
Osaic Holdings
Arizona
$908K +$141K +2,758 +22%
APP
116
Alpha Paradigm Partners
Illinois
$817K +$711K +13,888 New
Wellington Management Group
117
Wellington Management Group
Massachusetts
$766K +$25.7K +502 +4%
Invesco
118
Invesco
Georgia
$736K +$179K +3,503 +39%
Creative Planning
119
Creative Planning
Kansas
$720K +$215K +4,205 +52%
TWC
120
TD Waterhouse Canada
Ontario, Canada
$711K +$615K +12,020 New
CIBC World Market
121
CIBC World Market
Ontario, Canada
$661K +$248K +4,848 +76%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$649K +$564K +11,026 New
TI
123
Tidal Investments
Wisconsin
$644K -$148K -2,889 -21%
OC
124
Oppenheimer & Co
New York
$604K +$525K +10,257 New
MC
125
Moors & Cabot
Massachusetts
$601K +$523K +10,210 New

ZIM Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q4 2021, worth a combined $2.72B — down 1.1% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ZIM positions and 20 closed out — a net gain of 43 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Marshall Wace, adding an estimated $93.1M. The largest seller was Deutsche Bank, cutting an estimated $581M.

  • 184 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q4 2021, up from 142 in Q3 2021.
  • Funds reported $2.72B of ZIM Integrated Shipping Services stock for Q4 2021, down 1.1% quarter-over-quarter.
  • 63 funds opened new ZIM Integrated Shipping Services positions in Q4 2021 and 20 closed out, a net change of +43 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q4 2021 was Marshall Wace, an estimated $93.1M added.
  • The largest ZIM Integrated Shipping Services seller in Q4 2021 was Deutsche Bank, an estimated $581M sold.

Based on aggregated 13F filings for Q4 2021.