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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
BFEC
201
Benjamin F. Edwards & Company
Missouri
$5K -$8.4K -400 -64%
PG
202
Proffitt & Goodson
Tennessee
$4.72K
TFA
203
Toth Financial Advisory
Virginia
$4.72K +$3.15K +150 +300%
BIA
204
Bell Investment Advisors
California
$4.08K +$567 +27 +18%
BCM
205
Bourgeon Capital Management
Connecticut
$3.54K
SIS
206
Strategic Investment Solutions
Illinois
$2.43K +$2.16K +103 New
AA
207
Ancora Advisors
Ohio
$2.36K
CFGS
208
Concourse Financial Group Securities
Alabama
$2.36K
NC
209
NewSquare Capital
Pennsylvania
$2.36K
AF
210
Allworth Financial
California
$2.36K +$2.1K +100 New
GBT
211
Grove Bank & Trust
Florida
$2.36K +$2.1K +100 New
IWP
212
IAG Wealth Partners
Wisconsin
$2.29K -$1.66K -79 -45%
ZB
213
Zions Bancorporation
Utah
$2.29K +$1.66K +79 +439%
CMBA
214
C.M. Bidwell & Associates
Hawaii
$2.26K +$2.02K +96 New
QCG
215
Quadrant Capital Group
Ohio
$1.51K +$1.34K +64 New
JWM
216
Janiczek Wealth Management
Colorado
$1.41K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$399 -19 -25%
CA
218
Clearstead Advisors
Ohio
$1.06K
OIS
219
Okabena Investment Services
Minnesota
$1.06K
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$798 +$234K +11,158 +49%
GI
221
Gradient Investments
Minnesota
$613
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$590 -$2.27K -108 -81%
SIS
223
Sound Income Strategies
Florida
$472 +$420 +20 New
FCA
224
FinTrust Capital Advisors
South Carolina
$430
IHWM
225
Iron Horse Wealth Management
Iowa
$424 +$21 +1 +6%

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.