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ZIM Integrated Shipping Services
ZIM

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: 192 → 196 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$37.9M
2
ECA
Encompass Capital Advisors
New York
+$17.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.81M
4
Jane Street
Jane Street
New York
+$4.39M
5
American Century Companies
American Century Companies
Missouri
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$12.2M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$7.9M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.62M
4
Goldman Sachs
Goldman Sachs
New York
-$3.36M
5
GC
GMT Capital
Georgia
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Bourgeon Capital Management
Connecticut
$1.48K – – –
CAM
177
Creekmur Asset Management
Illinois
$1.3K +$1.1K +131 New
HCP
178
Hexagon Capital Partners
Arkansas
$1.14K -$1.8K -214 -65%
FCG
179
Financial Connections Group
California
$1K – – –
NS
180
NBC Securities
Alabama
$1K – – –
AF
181
Allworth Financial
California
$987 – – –
NC
182
NewSquare Capital
Pennsylvania
$987 – – –
PG
183
Proffitt & Goodson
Tennessee
$987 – – –
BC
184
Barrett & Company
Rhode Island
$987 +$840 +100 New
IWP
185
IAG Wealth Partners
Wisconsin
$957 – – –
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$898 +$25 +3 +3%
JWM
187
Janiczek Wealth Management
Colorado
$642 – – –
RFG
188
REAP Financial Group
Texas
$632 +$538 +64 New
IHWM
189
Iron Horse Wealth Management
Iowa
$601 – – –
SA
190
Scarborough Advisors
Maryland
$533 +$454 +54 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$247 – – –
FWM
192
Focused Wealth Management
New York
$247 +$210 +25 New
SIS
193
Sound Income Strategies
Florida
$197 – – –
BIA
194
Bell Investment Advisors
California
$79 -$67 -8 -50%
AWM
195
Atticus Wealth Management
Florida
$20 – – –
IFAM
196
Institutional & Family Asset Management
Colorado
$15 – – –
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
– -$12.2M -1,278,985 Closed
GC
198
GMT Capital
Georgia
– -$2.74M -262,100 Closed
RC
199
RBF Capital
California
– -$867K -83,000 Closed
SSA
200
Schonfeld Strategic Advisors
New York
– -$815K -78,000 Closed
6 7
8
9 10

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.