We are live on ! Find out more

916 hedge funds and large institutions have $37.3B invested in Zoetis in 2018 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 334 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

65% more funds holding in top 10

Funds holding in top 10: 2033 (+13)

15% more capital invested

Capital invested by funds: $32.4B → $37.3B (+$4.92B)

7% more funds holding

Funds holding: 854916 (+62)

9% more call options, than puts

Call options by funds: $114M | Put options by funds: $105M

0.29% less ownership

Funds ownership: 92.41%92.12% (-0.29%)

3% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 344

Holders
916
Holders Change
+62
Holders Change %
+7.26%
% of All Funds
20.99%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.76%
New
124
Increased
334
Reduced
344
Closed
53
Calls
$114M
Puts
$105M
Net Calls
+$9.52M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
301
ExxonMobil Investment Management
Texas
$6.23M -$227K -2,882 -4%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$6.22M -$421K -5,342 -7%
XK
303
Xact Kapitalforvaltning
Sweden
$6.21M +$336K +4,265 +6%
PWP
304
Private Wealth Partners
California
$6.18M +$5.83M +73,971 New
ABC
305
Associated Banc-Corp
Wisconsin
$6.16M -$141K -1,791 -2%
FLII
306
First Long Island Investors
New York
$6.12M -$748K -9,500 -11%
SI
307
Stephens Inc
Arkansas
$6.08M +$2.92M +37,103 +104%
DWA
308
Douglass Winthrop Advisors
New York
$6.02M +$5.39M +68,380 +1,848%
AB
309
Amalgamated Bank
New York
$6.01M +$555K +7,050 +11%
CIP
310
Chartwell Investment Partners
Pennsylvania
$6M +$1.18M +15,000 +26%
MOACM
311
Mutual of America Capital Management
New York
$5.99M +$199K +2,529 +4%
VAS
312
Valicenti Advisory Services
New York
$5.98M -$240K -3,048 -4%
CFG
313
Citizens Financial Group
Rhode Island
$5.95M +$5.36M +68,072 +2,137%
KeyBank National Association
314
KeyBank National Association
Ohio
$5.94M +$5.03M +63,819 +872%
BCM
315
Brasada Capital Management
Texas
$5.88M +$147K +1,865 +3%
SB
316
Suntrust Banks
Georgia
$5.86M +$374K +4,745 +7%
IHL
317
Investment House LLC
California
$5.83M +$85.9K +1,090 +2%
CIC
318
Chase Investment Counsel
Virginia
$5.7M -$74K -939 -1%
MSA
319
Mason Street Advisors
Wisconsin
$5.67M +$236 +3 +0%
Nomura Asset Management
320
Nomura Asset Management
Japan
$5.67M +$175K +2,220 +3%
PPSG
321
Princeton Portfolio Strategies Group
New Jersey
$5.67M -$176K -2,240 -3%
FTIOP
322
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.56M +$102K +1,291 +2%
FAM
323
Fred Alger Management
New York
$5.5M -$914K -11,606 -15%
NAMP
324
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.5M -$16.9K -215 -0.3%
JMPWA
325
JP Morgan Private Wealth Advisors
California
$5.42M +$1.78M +22,573 +53%

ZTS Hedge Fund Activity: Q1 2018 in Review

916 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2018, worth a combined $37.3B — up 15% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ZTS positions and 53 closed out — a net gain of 71 holders — while 334 added to existing stakes and 344 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $392M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 916 institutional investors held Zoetis (ZTS) as of Q1 2018, up from 854 in Q4 2017.
  • Funds reported $37.3B of Zoetis stock for Q1 2018, up 15% quarter-over-quarter.
  • 124 funds opened new Zoetis positions in Q1 2018 and 53 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2018 was Polen Capital Management, an estimated $392M added.
  • The largest Zoetis seller in Q1 2018 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2018.