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ZIM Integrated Shipping Services
ZIM

192 hedge funds and large institutions have $224M invested in ZIM Integrated Shipping Services in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 189 → 192 (+3)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

0.29% less ownership

Funds ownership: 18.07% → 17.78% (-0.29%)

17% less capital invested

Capital invested by funds: $270M → $224M (-$46.1M)

39% less call options, than puts

Call options by funds: $59.1M | Put options by funds: $96.8M

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
53
Closed
25
Calls
$59.1M
Puts
$96.8M
Net Calls
-$37.6M
Net Calls Change
+$497K

Top Buyers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$13.1M
2
Morgan Stanley
Morgan Stanley
New York
+$5.54M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.01M
4
Goldman Sachs
Goldman Sachs
New York
+$2.69M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$7.4M
2
Norges Bank
Norges Bank
Norway
-$5.78M
3
Northern Trust
Northern Trust
Illinois
-$5.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.68M
5
Millennium Management
Millennium Management
New York
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
Truvestments Capital
Florida
$13.8K – – –
VAG
152
VisionPoint Advisory Group
Texas
$11.8K – – –
NA
153
NewEdge Advisors
Louisiana
$11.2K -$1.78K -140 -12%
AWM
154
Activest Wealth Management
Florida
$10.4K – – –
HWP
155
Hibernia Wealth Partners
Louisiana
$10.4K +$12.7K +1,000 New
IPW
156
Impact Partnership Wealth
Georgia
$10.2K -$404K -31,804 -97%
PTC
157
Private Trust Company
Ohio
$9.16K – – –
BTI
158
Blue Trust Inc
Georgia
$8K +$1.09K +86 +16%
TAM
159
Tucker Asset Management
Colorado
$7.39K -$6.22K -489 -41%
SWM
160
Spire Wealth Management
Virginia
$7.02K – – –
WT
161
Whittier Trust
California
$6.27K – – –
AAG
162
Armstrong Advisory Group
Massachusetts
$5.22K – – –
AWM
163
Avior Wealth Management
Nebraska
$5.22K – – –
TFA
164
Toth Financial Advisory
Virginia
$5.22K – – –
FAM
165
Flaharty Asset Management
Florida
$4.84K +$5.89K +463 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$4.18K -$420 -33 -8%
HCP
167
Hexagon Capital Partners
Arkansas
$3.44K -$2.29K -180 -35%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$3.13K – – –
NFSG
169
Newbridge Financial Services Group
Florida
$3.13K – – –
CIA
170
Cape Investment Advisory
Georgia
$2.8K +$1.27K +100 +60%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.54K +$3.09K +243 New
PO
172
Private Ocean
California
$2.24K – – –
BFEC
173
Benjamin F. Edwards & Company
Missouri
$2K – – –
NS
174
NBC Securities
Alabama
$2K +$2.54K +200 New
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$1.84K -$286K -22,476 -99%
5 6
7
8 9

ZIM Hedge Fund Activity: Q3 2023 in Review

192 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q3 2023, worth a combined $224M — down 17% from $270M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ZIM positions and 25 closed out — a net gain of 4 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $13.1M. The largest seller was Renaissance Technologies, cutting an estimated $7.4M.

  • 192 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q3 2023, up from 189 in Q2 2023.
  • Funds reported $224M of ZIM Integrated Shipping Services stock for Q3 2023, down 17% quarter-over-quarter.
  • 29 funds opened new ZIM Integrated Shipping Services positions in Q3 2023 and 25 closed out, a net change of +4 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q3 2023 was Migdal Insurance & Financial Holdings, an estimated $13.1M added.
  • The largest ZIM Integrated Shipping Services seller in Q3 2023 was Renaissance Technologies, an estimated $7.4M sold.

Based on aggregated 13F filings for Q3 2023.