We are live on ! Find out more
ZIM icon

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
BCV
126
Banque Cantonale Vaudoise
Switzerland
$41K
AS
127
Altshuler Shaham
Israel
$34.2K
TRCT
128
Tower Research Capital (TRC)
New York
$32.9K +$13.5K +1,601 +92%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$31.3K -$3.13K -372 -12%
CM
130
Caption Management
Oklahoma
$29.9K +$25.4K +3,026 New
First Manhattan
131
First Manhattan
New York
$29.6K
UID
132
Union Investments & Development
Israel
$24.7K
JPWM
133
Jamison Private Wealth Management
Georgia
$21.3K
IA
134
IFP Advisors
Florida
$20.7K -$3.36K -400 -16%
NFSG
135
Newbridge Financial Services Group
Florida
$20.7K +$15.1K +1,800 +600%
SPIA
136
Steward Partners Investment Advisory
New York
$20.7K -$81K -9,634 -82%
Nomura Asset Management
137
Nomura Asset Management
Japan
$20.2K
BC
138
Bartlett & Co
Ohio
$20K
BCWM
139
Bartlett & Co Wealth Management
Ohio
$19.9K
PA
140
Parallel Advisors
California
$19.8K -$7.97K -949 -32%
FCMT
141
Founders Capital Management (Texas)
Texas
$18.8K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K -$2.06K -245 -12%
US Bancorp
143
US Bancorp
Minnesota
$16.3K -$44.5K -5,297 -76%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.03K -242 -14%
MSFP
145
Mark Sheptoff Financial Planning
Connecticut
$14.8K
HI
146
Harbour Investments
Wisconsin
$13.2K
CAS
147
Coppell Advisory Solutions
Texas
$12.9K -$7.51K -894 -41%
PS
148
Principal Securities
Iowa
$11.2K +$9.55K +1,137 New
VAG
149
VisionPoint Advisory Group
Texas
$11.1K
AWM
150
Activest Wealth Management
Florida
$9.87K

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.