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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
OLVIG
151
Oliver Lagore Vanvalin Investment Group
Michigan
$8.37K +$6.03K +375 +125%
SWM
152
Spire Wealth Management
Virginia
$8.32K +$1.22K +76 +13%
WT
153
Whittier Trust
California
$7.43K
HCP
154
Hexagon Capital Partners
Arkansas
$6.31K -$2.99K -186 -27%
AAG
155
Armstrong Advisory Group
Massachusetts
$6.2K
AWM
156
Avior Wealth Management
Nebraska
$6.2K
TFA
157
Toth Financial Advisory
Virginia
$6.2K +$4.83K +300 +150%
GI
158
Gradient Investments
Minnesota
$6.06K +$7.45K +463 +1,781%
Lazard Asset Management
159
Lazard Asset Management
New York
$6K -$74.8K -4,652 -89%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$5.37K -$19.2K -1,194 -73%
NFSG
161
Newbridge Financial Services Group
Florida
$3.72K -$16.1K -1,000 -77%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$3.72K
FFA
163
Farther Finance Advisors
California
$3.1K
BFEC
164
Benjamin F. Edwards & Company
Missouri
$3K
AssetMark Inc
165
AssetMark Inc
California
$2.66K -$2.92M -181,371 -100%
PO
166
Private Ocean
California
$2.65K
PG
167
Proffitt & Goodson
Tennessee
$2.48K
CIA
168
Cape Investment Advisory
Georgia
$2.08K -$3.68K -229 -58%
BCM
169
Bourgeon Capital Management
Connecticut
$1.86K
ATC
170
Adirondack Trust Company
New York
$1.51K +$1.61K +100 New
SIS
171
Strategic Investment Solutions
Illinois
$1.36K
AF
172
Allworth Financial
California
$1.24K
AA
173
Ancora Advisors
Ohio
$1.24K
CFGS
174
Concourse Financial Group Securities
Alabama
$1.24K
NC
175
NewSquare Capital
Pennsylvania
$1.24K

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.