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854 hedge funds and large institutions have $32.4B invested in Zoetis in 2017 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 323 increasing their positions, 294 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 38

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $228M | Put options by funds: $164M

11% more capital invested

Capital invested by funds: $29.3B → $32.4B (+$3.12B)

11% more funds holding

Funds holding: 772854 (+82)

10% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 294

1.55% less ownership

Funds ownership: 93.96%92.41% (-1.5%)

Holders
854
Holders Change
+82
Holders Change %
+10.62%
% of All Funds
19.37%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.45%
New
127
Increased
323
Reduced
294
Closed
38
Calls
$228M
Puts
$164M
Net Calls
+$63.1M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
326
Oxford Asset Management
United Kingdom
$4.05M +$3.86M +56,253 New
SIM
327
Spark Investment Management
New York
$4.01M -$4.78M -69,600 -56%
BWP
328
Baldwin Wealth Partners
Massachusetts
$3.99M +$22.3K +325 +0.6%
AA
329
Ancora Advisors
Ohio
$3.91M -$50.9K -741 -1%
RJFSA
330
Raymond James Financial Services Advisors
Florida
$3.91M +$1.23M +17,973 +50%
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$3.87M
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$3.82M +$195K +2,838 +6%
TCM
333
Tufton Capital Management
Maryland
$3.81M -$52.1K -758 -1%
HIC
334
Harvey Investment Company
Kentucky
$3.79M
LK
335
Lumbard & Kellner
New Hampshire
$3.78M +$42.9K +625 +1%
CONA
336
Capital One National Association
New York
$3.77M +$3.34M +48,598 +1,318%
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$3.74M
QI
338
QS Investors
New York
$3.74M -$2.35M -34,152 -40%
CS
339
Candriam SCA
Luxembourg
$3.69M +$8.38K +122 +0.2%
Robeco Institutional Asset Management
340
Robeco Institutional Asset Management
Netherlands
$3.68M +$1.9M +27,597 +117%
Caisse de Depot et Placement du Quebec (CDPQ)
341
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.64M -$488K -7,100 -12%
BBA
342
BLB&B Advisors
Pennsylvania
$3.63M +$170K +2,478 +5%
SAM
343
Securian Asset Management
Minnesota
$3.6M +$11.5K +168 +0.3%
SSI
344
Scott & Selber Inc
Texas
$3.58M +$16.3K +238 +0.5%
SEC
345
Seven Eight Capital
New York
$3.54M +$3.08M +44,900 +1,049%
BCM
346
BTC Capital Management
Iowa
$3.54M +$38.7K +564 +1%
SAM
347
Shell Asset Management
Netherlands
$3.5M +$1.79M +26,077 +116%
CSS
348
Cubist Systematic Strategies
Connecticut
$3.41M +$2.74M +39,954 +540%
RFC
349
Regions Financial Corp
Alabama
$3.41M +$111K +1,619 +4%
VCM
350
Vision Capital Management
Oregon
$3.4M -$132K -1,919 -4%

ZTS Hedge Fund Activity: Q4 2017 in Review

854 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2017, worth a combined $32.4B — up 11% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ZTS positions and 38 closed out — a net gain of 89 holders — while 323 added to existing stakes and 294 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $434M.

  • 854 institutional investors held Zoetis (ZTS) as of Q4 2017, up from 772 in Q3 2017.
  • Funds reported $32.4B of Zoetis stock for Q4 2017, up 11% quarter-over-quarter.
  • 127 funds opened new Zoetis positions in Q4 2017 and 38 closed out, a net change of +89 holders.
  • The largest Zoetis buyer in Q4 2017 was Polen Capital Management, an estimated $273M added.
  • The largest Zoetis seller in Q4 2017 was T. Rowe Price Associates, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2017.