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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
HH
126
Hilltop Holdings
Texas
$259K
GCP
127
GSA Capital Partners
United Kingdom
$246K +$219K +10,426 New
LNC
128
Lincoln National Corp
Pennsylvania
$241K +$215K +10,240 New
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$238K -$6.49K -309 -3%
MIC
130
Maxi Investments CY
Cyprus
$236K
GC
131
Guggenheim Capital
Illinois
$233K +$207K +9,863 New
IMCOOI
132
Investment Management Corp of Ontario (IMCO)
Canada
$230K +$205K +9,754 New
KPWS
133
Kestra Private Wealth Services
Texas
$226K +$201K +9,590 New
VOYA Investment Management
134
VOYA Investment Management
Georgia
$225K -$256K -12,170 -56%
SS
135
Simplicity Solutions
Minnesota
$224K +$200K +9,501 New
RJA
136
Raymond James & Associates
Florida
$224K -$28.6K -1,364 -13%
XT
137
XTX Topco
Cayman Islands
$219K -$1.7M -80,839 -90%
RCG
138
Regatta Capital Group
California
$218K
SI
139
Stephens Inc
Arkansas
$218K +$194K +9,250 New
GWM
140
Geneos Wealth Management
Colorado
$216K +$192K +9,150 New
AAS
141
Avantax Advisory Services
Texas
$209K +$186K +8,867 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$209K +$186K +8,862 New
OR
143
Olympiad Research
Connecticut
$207K +$184K +8,764 New
USGIU
144
U.S. Global Investors (USGI)
Texas
$203K -$75.6K -3,598 -29%
AGP
145
Autumn Glory Partners
Texas
$200K +$179K +8,500 New
SMF
146
Sterling Manor Financial
New York
$200K +$179K +8,500 New
HighTower Advisors
147
HighTower Advisors
Illinois
$200K +$178K +8,499 New
ERSOT
148
Employees Retirement System of Texas
Texas
$153K +$136K +6,468 New
Citigroup
149
Citigroup
New York
$133K -$12.3M -585,905 -99%
US Bancorp
150
US Bancorp
Minnesota
$131K -$22.9K -1,091 -16%

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.