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ZIM Integrated Shipping Services

192 hedge funds and large institutions have $343M invested in ZIM Integrated Shipping Services in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $281M → $343M (+$62.1M)

4.49% more ownership

Funds ownership: 23.68%28.16% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 196192 (-4)

42% less call options, than puts

Call options by funds: $87.7M | Put options by funds: $151M

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
56
Closed
35
Calls
$87.7M
Puts
$151M
Net Calls
-$63M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
1
Ion Asset Management
Israel
$42.8M +$51.3M +4,227,000 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$29M +$31M +2,554,691 +811%
MMH
3
Menora Mivtachim Holdings
Israel
$27.2M
BlackRock
4
BlackRock
New York
$25.4M -$1.93M -159,158 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$23.3M +$9.39M +773,390 +51%
Morgan Stanley
6
Morgan Stanley
New York
$18M -$41.4M -3,410,348 -66%
American Century Companies
7
American Century Companies
Missouri
$16.5M +$4.11M +338,183 +26%
State Street
8
State Street
Massachusetts
$12.8M +$4.42M +364,292 +41%
YLHM
9
Yelin Lapidot Holdings Management
Israel
$10.6M +$12.7M +1,043,287 New
Goldman Sachs
10
Goldman Sachs
New York
$10.1M -$203K -16,722 -2%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$9.31M +$9.11M +750,000 +441%
Charles Schwab
12
Charles Schwab
California
$7.89M +$3.25M +267,526 +52%
CM
13
CastleKnight Management
New York
$7.55M +$9.06M +746,400 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$6.45M +$6.79M +559,522 +719%
Invesco
15
Invesco
Georgia
$4.67M +$4.32M +355,921 +339%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.6M +$4.93M +405,700 +831%
CI
17
Clal Insurance
Israel
$3.97M +$4.76M +391,944 New
Bank of America
18
Bank of America
North Carolina
$3.61M -$1.79M -147,353 -29%
Marshall Wace
19
Marshall Wace
United Kingdom
$3.28M +$3.94M +324,596 New
JP Morgan Chase
20
JP Morgan Chase
New York
$3.23M +$3.05M +251,551 +372%
Man Group
21
Man Group
United Kingdom
$3.06M +$2.45M +202,151 +201%
CSS
22
Cubist Systematic Strategies
Connecticut
$2.78M +$3.34M +274,758 +127,203%
SC
23
Sculptor Capital
New York
$2.78M +$153K +12,600 +5%
Wells Fargo
24
Wells Fargo
California
$2.26M +$951K +78,361 +54%
VA
25
Vident Advisory
Georgia
$1.99M +$216K +17,800 +10%

ZIM Hedge Fund Activity: Q1 2024 in Review

192 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZIM Integrated Shipping Services (ZIM) for Q1 2024, worth a combined $343M — up 22% from $281M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ZIM and 33 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 59 added.

The largest buyer was Ion Asset Management, opening a new position worth an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $41.4M.

  • 192 institutional investors held ZIM Integrated Shipping Services (ZIM) as of Q1 2024, down from 196 in Q4 2023.
  • Funds reported $343M of ZIM Integrated Shipping Services stock for Q1 2024, up 22% quarter-over-quarter.
  • 33 funds opened new ZIM Integrated Shipping Services positions in Q1 2024 and 35 closed out, a net change of -2 holders.
  • The largest ZIM Integrated Shipping Services buyer in Q1 2024 was Ion Asset Management, an estimated $51.3M added.
  • The largest ZIM Integrated Shipping Services seller in Q1 2024 was Morgan Stanley, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2024.