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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
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$94.6M +$16.9M +804,958 +25%
MMH
2
Menora Mivtachim Holdings
Israel
$46.7M
BlackRock
3
BlackRock
New York
$45.6M -$33.9M -1,612,255 -45%
Renaissance Technologies
4
Renaissance Technologies
New York
$42.5M -$19.9M -949,200 -35%
Goldman Sachs
5
Goldman Sachs
New York
$31.3M +$14.1M +670,151 +102%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$30.3M +$26.9M +1,283,076 New
State Street
7
State Street
Massachusetts
$18.6M -$16.6M -790,541 -50%
Norges Bank
8
Norges Bank
Norway
$18.4M +$770K +36,671 +5%
Morgan Stanley
9
Morgan Stanley
New York
$15.9M -$9.3M -442,824 -40%
Northern Trust
10
Northern Trust
Illinois
$15.7M -$320K -15,254 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$14.7M +$9.48M +451,176 +263%
American Century Companies
12
American Century Companies
Missouri
$13.3M +$6.76M +321,792 +134%
Vanguard Group
13
Vanguard Group
Pennsylvania
$11.9M +$487K +23,178 +5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$10.7M +$796K +37,896 +9%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$10.1M +$9.01M +429,100 New
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$10M +$8.94M +425,564 New
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.55M -$14.1M -669,481 -62%
Jane Street
18
Jane Street
New York
$7.05M +$1.84M +87,658 +41%
Millennium Management
19
Millennium Management
New York
$6.86M -$26.1M -1,244,964 -81%
MIH
20
Meitav Investment House
Israel
$6.59M -$1.2M -57,051 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$6.2M -$3.77M -179,373 -41%
SSA
22
Schonfeld Strategic Advisors
New York
$5.74M -$340K -16,188 -6%
Wells Fargo
23
Wells Fargo
California
$5.42M +$1.67M +79,750 +53%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$5.05M +$2.44M +116,000 +118%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.92M -$3.12M -148,698 -42%

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.