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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
ASN
101
Advisory Services Network
Georgia
$142K +$121K +14,418 New
CMF
102
Counterpoint Mutual Funds
California
$136K +$116K +13,811 New
SOW
103
State of Wyoming
Wyoming
$135K +$44.9K +5,341 +64%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$134K -$353K -41,977 -75%
JF
105
Jump Financial
Illinois
$130K +$111K +13,154 New
PAG
106
Private Advisor Group
New Jersey
$127K +$108K +12,819 New
AGP
107
Autumn Glory Partners
Texas
$123K
HT
108
Headlands Technologies
Illinois
$121K +$103K +12,258 New
Pictet Asset Management
109
Pictet Asset Management
Switzerland
$118K
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$118K -$72.8K -8,658 -42%
DC
111
Diametric Capital
Massachusetts
$111K +$94.9K +11,289 New
ACM
112
AUA Capital Management
Pennsylvania
$105K -$179K -21,358 -67%
Squarepoint
113
Squarepoint
New York
$102K +$86.9K +10,345 New
Wolverine Trading
114
Wolverine Trading
Illinois
$102K +$86.7K +10,314 New
DIM
115
DLK Investment Management
California
$101K +$86.2K +10,257 New
SPC
116
Sigma Planning Corp
Michigan
$100K -$81K -9,644 -49%
MWM
117
MBE Wealth Management
Wisconsin
$98.7K
HH
118
Hilltop Holdings
Texas
$98.7K
HIIFS
119
Harel Insurance Investments & Financial Services
Israel
$79K -$1.5K -179 -2%
GWM
120
Geneos Wealth Management
Colorado
$75.5K
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$63K -$89.9K -10,697 -63%
SSG
122
Summit Securities Group
New York
$46K -$7.56K -900 -16%
BTI
123
Blue Trust Inc
Georgia
$45K +$31K +3,686 +604%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$43.9K +$25.6K +3,045 +217%
Deutsche Bank
125
Deutsche Bank
Germany
$42.7K

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.