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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
YIH
101
Y-Intercept (HK)
Hong Kong
$516K +$459K +21,864 New
AIM
102
Achmea Investment Management
Netherlands
$511K -$7.53M -358,660 -94%
AWM
103
Apollon Wealth Management
South Carolina
$497K +$92.1K +4,386 +26%
KAS
104
Kestra Advisory Services
Texas
$490K +$24.8K +1,181 +6%
IWC
105
Integrated Wealth Concepts
Massachusetts
$480K +$175K +8,322 +69%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$473K +$299K +14,225 +244%
SPC
107
Sigma Planning Corp
Michigan
$457K +$9.3K +443 +2%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$441K +$160K +7,600 +68%
Verition Fund Management
109
Verition Fund Management
Connecticut
$440K -$120K -5,715 -23%
Squarepoint
110
Squarepoint
New York
$433K +$386K +18,360 New
CSS
111
Cubist Systematic Strategies
Connecticut
$420K -$3.94M -187,820 -91%
ACM
112
Aquatic Capital Management
Illinois
$413K +$368K +17,500 New
VT
113
Vise Technologies
New York
$403K +$359K +17,101 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$400K +$37.9K +1,805 +12%
AAS
115
Annex Advisory Services
Wisconsin
$398K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$367K -$350K -16,681 -52%
GRP
117
Global Retirement Partners
California
$357K +$128K +6,086 +40%
SPIA
118
Steward Partners Investment Advisory
New York
$335K +$226K +10,756 +310%
SWM
119
SeaCrest Wealth Management
New York
$332K +$296K +14,077 New
AllianceBernstein
120
AllianceBernstein
Tennessee
$326K -$3.15M -150,096 -92%
SWP
121
Stratos Wealth Partners
Ohio
$305K -$125K -5,949 -31%
NWMG
122
National Wealth Management Group
Ohio
$293K +$117K +5,558 +48%
PHS
123
Pekin Hardy Strauss
Illinois
$292K -$17.9K -850 -6%
EAM
124
Eschler Asset Management
United Kingdom
$289K +$258K +12,266 New
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$286K +$255K +12,121 New

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.