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ZIM Integrated Shipping Services

189 hedge funds and large institutions have $270M invested in ZIM Integrated Shipping Services in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

3.71% less ownership

Funds ownership: 21.78%18.07% (-3.7%)

17% less funds holding

Funds holding: 229189 (-40)

40% less call options, than puts

Call options by funds: $56.6M | Put options by funds: $94.7M

56% less capital invested

Capital invested by funds: $615M → $270M (-$344M)

58% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 67

Holders
189
Holders Change
-40
Holders Change %
-17.47%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
66
Reduced
57
Closed
67
Calls
$56.6M
Puts
$94.7M
Net Calls
-$38.1M
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$156K +$201K +12,502 New
EI
102
Ethic Inc
New York
$153K -$243K -15,080 -55%
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$148K +$192K +11,936 New
LNC
104
Lincoln National Corp
Pennsylvania
$148K +$27.2K +1,692 +17%
KPWS
105
Kestra Private Wealth Services
Texas
$140K +$28.1K +1,748 +18%
SPIA
106
Steward Partners Investment Advisory
New York
$136K -$52.1K -3,238 -23%
IFG
107
Independent Financial Group
California
$128K +$166K +10,333 New
USGIU
108
U.S. Global Investors (USGI)
Texas
$125K +$24.3K +1,514 +18%
RJA
109
Raymond James & Associates
Florida
$124K +$8.23K +512 +5%
MWM
110
MBE Wealth Management
Wisconsin
$124K +$161K +10,001 New
HH
111
Hilltop Holdings
Texas
$124K -$16.1K -1,000 -9%
ACM
112
Aquatic Capital Management
Illinois
$119K -$127K -7,900 -45%
SG Americas Securities
113
SG Americas Securities
New York
$118K +$154K +9,560 New
GWM
114
Geneos Wealth Management
Colorado
$94.8K -$24.1K -1,500 -16%
US Bancorp
115
US Bancorp
Minnesota
$86.7K +$23.2K +1,442 +26%
AS
116
Altshuler Shaham
Israel
$55.3K +$4.2K +261 +6%
Deutsche Bank
117
Deutsche Bank
Germany
$53.6K +$6.67K +415 +11%
BCV
118
Banque Cantonale Vaudoise
Switzerland
$51K
MCI
119
MRP Capital Investments
Georgia
$50.8K -$748K -46,500 -92%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$50.1K +$65K +4,040 New
BC
121
Bartlett & Co
Ohio
$50K +$65K +4,040 New
Macquarie Group
122
Macquarie Group
Australia
$48.2K
SOW
123
State of Wyoming
Wyoming
$46.7K +$8.49K +528 +16%
IA
124
IFP Advisors
Florida
$43.4K +$16.1K +1,000 +40%
First Manhattan
125
First Manhattan
New York
$40.3K

ZIM Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q2 2023, worth a combined $270M — down 56% from $615M a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ZIM and 28 opened new positions — a net loss of 39 holders — while 57 trimmed existing stakes and 66 added.

The largest buyer was Citadel Advisors, adding an estimated $22.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $94.6M sold.

  • 189 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $270M of ZIM Integrated Shipping Services stock for Q2 2023, down 56% quarter-over-quarter.
  • 28 funds opened new ZIM Integrated Shipping Services positions in Q2 2023 and 67 closed out, a net change of -39 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q2 2023 was Citadel Advisors, an estimated $22.3M added.
  • The largest ZIM Integrated Shipping Services seller in Q2 2023 was Arrowstreet Capital, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.