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ZIM Integrated Shipping Services

192 hedge funds and large institutions have $343M invested in ZIM Integrated Shipping Services in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $281M → $343M (+$62.1M)

4.49% more ownership

Funds ownership: 23.68%28.16% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 196192 (-4)

42% less call options, than puts

Call options by funds: $87.7M | Put options by funds: $151M

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
56
Closed
35
Calls
$87.7M
Puts
$151M
Net Calls
-$63M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
151
Impact Partnership Wealth
Georgia
$9.9K
SPIA
152
Steward Partners Investment Advisory
New York
$9.44K -$14.1K -1,161 -55%
PTC
153
Private Trust Company
Ohio
$8.88K
KA
154
Kozak & Associates
Colorado
$8.62K +$5.52K +455 New
VAMG
155
Voisard Asset Management Group
Michigan
$8.1K
TAM
156
Tucker Asset Management
Colorado
$7.16K
WT
157
Whittier Trust
California
$6.07K
AWM
158
Avior Wealth Management
Nebraska
$5.06K
SWM
159
Spire Wealth Management
Virginia
$5.06K
AAG
160
Armstrong Advisory Group
Massachusetts
$4.93K
TFA
161
Toth Financial Advisory
Virginia
$4.55K
US Bancorp
162
US Bancorp
Minnesota
$4.45K -$14.7K -1,209 -73%
NA
163
NewEdge Advisors
Louisiana
$4.43K -$2.72K -224 -34%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$4.05K
BCMLT
165
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K
TC
166
Truvestments Capital
Florida
$3.11K -$1.14K -94 -23%
NFSG
167
Newbridge Financial Services Group
Florida
$3.04K -$21.9K -1,800 -86%
RS
168
Rakuten Securities
Japan
$3.03K -$49 -4 -1%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$2.96K -$826 -68 -19%
CIA
170
Cape Investment Advisory
Georgia
$2.18K -$643 -53 -20%
SIS
171
Sound Income Strategies
Florida
$2.16K +$2.34K +193 +965%
GJWM
172
Gilliland Jeter Wealth Management
Arkansas
$2.02K +$2.43K +200 New
BFEC
173
Benjamin F. Edwards & Company
Missouri
$2K
NS
174
NBC Securities
Alabama
$2K
BBHC
175
Brown Brothers Harriman & Co
New York
$1.42K +$1.7K +140 New

ZIM Hedge Fund Activity: Q1 2024 in Review

192 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q1 2024, worth a combined $343M — up 22% from $281M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ZIM and 33 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 59 added.

The largest buyer was Ion Asset Management, opening a new position worth an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $41.4M.

  • 192 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q1 2024, down from 196 in Q4 2023.
  • Funds reported $343M of ZIM Integrated Shipping Services stock for Q1 2024, up 22% quarter-over-quarter.
  • 33 funds opened new ZIM Integrated Shipping Services positions in Q1 2024 and 35 closed out, a net change of -2 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q1 2024 was Ion Asset Management, an estimated $51.3M added.
  • The largest ZIM Integrated Shipping Services seller in Q1 2024 was Morgan Stanley, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2024.