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ZIM Integrated Shipping Services

229 hedge funds and large institutions have $615M invested in ZIM Integrated Shipping Services in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $647M → $615M (-$31.9M)

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

5% less funds holding

Funds holding: 241229 (-12)

9.47% less ownership

Funds ownership: 31.25%21.78% (-9.5%)

13% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 61

62% less call options, than puts

Call options by funds: $128M | Put options by funds: $341M

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
69
Reduced
75
Closed
61
Calls
$128M
Puts
$341M
Net Calls
-$213M
Net Calls Change
-$170M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
176
NewEdge Advisors
Louisiana
$29.5K -$14.2K -675 -35%
IA
177
IFP Advisors
Florida
$28.8K -$46.3K -2,205 -47%
Amundi
178
Amundi
France
$27.6K -$589K -28,056 -95%
BTI
179
Blue Trust Inc
Georgia
$24K +$24.3K +1,156 +452%
AIP
180
Ahrens Investment Partners
Louisiana
$23.6K +$21K +1,000 New
BAM
181
Belpointe Asset Management
Nevada
$20.9K +$5.1K +243 +38%
PTC
182
Private Trust Company
Ohio
$20.7K
ACA
183
Atlas Capital Advisors
Wyoming
$17.3K -$18.8K -893 -55%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$16.5K +$168 +8 +1%
HCP
185
Hexagon Capital Partners
Arkansas
$16.4K +$6.43K +306 +79%
AA
186
Addison Advisors
Vermont
$15.9K +$14.2K +675 New
WT
187
Whittier Trust
California
$14.1K +$12.6K +600 New
SWM
188
Spire Wealth Management
Virginia
$14.1K +$6.03K +287 +93%
AAG
189
Armstrong Advisory Group
Massachusetts
$11.8K
AWM
190
Avior Wealth Management
Nebraska
$11.8K
GIA
191
GHP Investment Advisors
Colorado
$11K
BAAM
192
Baker Avenue Asset Management
California
$10.5K +$9.3K +443 New
New York State Common Retirement Fund
193
New York State Common Retirement Fund
New York
$10.3K -$2.77K -132 -23%
CIA
194
Cape Investment Advisory
Georgia
$9.36K +$8.34K +397 New
HFM
195
Harvest Fund Management
China
$8K +$6.83K +325 New
PA
196
Parallel Advisors
California
$7.87K +$2.63K +125 +60%
EDRH
197
Edmond de Rothschild Holding
Switzerland
$7.07K -$87.5K -4,166 -93%
OLVIG
198
Oliver Lagore Vanvalin Investment Group
Michigan
$7.07K +$2.1K +100 +50%
FFA
199
Farther Finance Advisors
California
$5.89K -$399 -19 -7%
PO
200
Private Ocean
California
$5.05K

ZIM Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q1 2023, worth a combined $615M — down 4.9% from $647M a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ZIM and 53 opened new positions — a net loss of 8 holders — while 75 trimmed existing stakes and 69 added.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $26.9M. The largest seller was Altshuler Shaham, cutting an estimated $53.8M.

  • 229 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q1 2023, down from 241 in Q4 2022.
  • Funds reported $615M of ZIM Integrated Shipping Services stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 53 funds opened new ZIM Integrated Shipping Services positions in Q1 2023 and 61 closed out, a net change of -8 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q1 2023 was Mackenzie Financial, an estimated $26.9M added.
  • The largest ZIM Integrated Shipping Services seller in Q1 2023 was Altshuler Shaham, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2023.