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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
IPW
151
Impact Partnership Wealth
Georgia
$9.65K
PTC
152
Private Trust Company
Ohio
$8.66K
VAMG
153
Voisard Asset Management Group
Michigan
$7.9K +$6.72K +800 New
TAM
154
Tucker Asset Management
Colorado
$6.98K
PS
155
Planned Solutions
California
$6.91K +$5.88K +700 New
NA
156
NewEdge Advisors
Louisiana
$6.53K -$3.47K -413 -38%
SWM
157
Spire Wealth Management
Virginia
$6.43K -$1.45K -172 -26%
WT
158
Whittier Trust
California
$5.92K
AAG
159
Armstrong Advisory Group
Massachusetts
$4.93K
AWM
160
Avior Wealth Management
Nebraska
$4.93K
TWC
161
TD Waterhouse Canada
Ontario, Canada
$4.92K -$7.41K -882 -71%
TFA
162
Toth Financial Advisory
Virginia
$4.44K -$420 -50 -10%
TC
163
Truvestments Capital
Florida
$3.96K -$7.71K -918 -70%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$3.95K
Russell Investments Group
165
Russell Investments Group
United Kingdom
$3.91K -$53K -6,304 -94%
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.91K +$3.14K +374 New
RS
167
Rakuten Securities
Japan
$2.99K +$2.55K +303 New
EDRH
168
Edmond de Rothschild Holding
Switzerland
$2.96K
S
169
SignatureFD
Georgia
$2.71K +$2.27K +270 +5,400%
CIA
170
Cape Investment Advisory
Georgia
$2.65K
CSS
171
Cubist Systematic Strategies
Connecticut
$2.13K +$975 +116 +116%
PO
172
Private Ocean
California
$2.11K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$2K
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
$1.74K
AT
175
Arlington Trust
Alabama
$1.55K +$1.32K +157 New

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.