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ZIM Integrated Shipping Services

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: 192196 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.2M +$37.9M +4,508,866 +660%
MMH
2
Menora Mivtachim Holdings
Israel
$26.6M
BlackRock
3
BlackRock
New York
$26.3M +$3.09M +367,378 +16%
ECA
4
Encompass Capital Advisors
New York
$20.5M +$17.5M +2,079,659 New
Citadel Advisors
5
Citadel Advisors
Florida
$15.1M -$1.73M -205,349 -12%
American Century Companies
6
American Century Companies
Missouri
$12.8M +$3.32M +395,238 +44%
Goldman Sachs
7
Goldman Sachs
New York
$9.98M -$3.36M -399,916 -28%
State Street
8
State Street
Massachusetts
$8.87M +$427K +50,758 +6%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$8.2M +$6.81M +810,642 +3,949%
Jane Street
10
Jane Street
New York
$6.24M +$4.39M +521,970 +475%
Charles Schwab
11
Charles Schwab
California
$5.05M +$1.95M +231,955 +83%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$5.04M +$1.64M +195,132 +62%
Bank of America
13
Bank of America
North Carolina
$4.97M +$185K +22,043 +5%
JFG
14
Jefferies Financial Group
New York
$4.62M +$2.87M +341,221 +269%
PP
15
PDT Partners
New York
$3.88M +$3.3M +393,167 New
Millennium Management
16
Millennium Management
New York
$3.44M -$418K -49,780 -12%
Group One Trading
17
Group One Trading
Illinois
$3.26M +$2.7M +320,819 +3,572%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.11M +$1.23M +145,937 +86%
CAM
19
Cresset Asset Management
Illinois
$3M +$2.55M +303,682 New
SC
20
Sculptor Capital
New York
$2.59M
APG Asset Management
21
APG Asset Management
Netherlands
$2.08M +$545K +64,800 +39%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.88M -$190K -22,600 -11%
VA
23
Vident Advisory
Georgia
$1.77M +$73K +8,691 +5%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$1.68M -$7.9M -940,000 -85%
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.59M +$1.27M +151,102 +1,446%

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.