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1,743 hedge funds and large institutions have $86.8B invested in Zoetis in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 660 increasing their positions, 629 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 79

72% more call options, than puts

Call options by funds: $284M | Put options by funds: $165M

18% more capital invested

Capital invested by funds: $73.7B → $86.8B (+$13.2B)

7% more funds holding

Funds holding: 1,6291,743 (+114)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4.17% more ownership

Funds ownership: 91.72%95.88% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 629

Holders
1,743
Holders Change
+114
Holders Change %
+7%
% of All Funds
25.41%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.47%
New
222
Increased
660
Reduced
629
Closed
79
Calls
$284M
Puts
$165M
Net Calls
+$119M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
326
Atria Investments
North Carolina
$15.8M +$275K +1,556 +2%
IHL
327
Investment House LLC
California
$15.7M -$32.4K -183 -0.2%
MCM
328
Maple Capital Management
Vermont
$15.7M +$266K +1,503 +2%
CT
329
Cambridge Trust
Massachusetts
$15.6M +$1.38M +7,772 +11%
UM
330
UniSuper Management
Australia
$15.6M -$574K -3,244 -4%
CRC
331
Curi RMB Capital
Illinois
$15.3M +$3.6M +20,322 +35%
TTWM
332
TCV Trust & Wealth Management
Virginia
$15.3M -$248K -1,401 -2%
SW
333
SVB Wealth
Massachusetts
$15.3M -$4.05M -22,868 -23%
SC
334
Scotia Capital
Ontario, Canada
$15.3M -$540K -3,049 -4%
AQR Capital Management
335
AQR Capital Management
Connecticut
$15.1M +$1.79M +10,100 +15%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$15M -$1.9M -10,751 -12%
SYBT
337
Stock Yards Bank & Trust
Kentucky
$15M +$916K +5,176 +7%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$15M -$3.27M -18,455 -20%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$14.9M -$72.1K -407 -0.5%
AssetMark Inc
340
AssetMark Inc
California
$14.8M +$3.53M +19,964 +36%
SBH
341
Segall Bryant & Hamill
Illinois
$14.8M -$98.4M -555,969 -88%
QCM
342
QRG Capital Management
Illinois
$14.7M +$439K +2,481 +3%
FIS
343
Fundsmith Investment Services
Mauritius
$14.7M +$1.49M +8,430 +13%
BWP
344
Baldwin Wealth Partners
Massachusetts
$14.7M +$66.2K +374 +0.5%
BPWM
345
Badgley Phelps Wealth Managers
Washington
$14.6M +$1.51M +8,539 +13%
GIP
346
Granite Investment Partners
California
$14.5M -$234K -1,321 -2%
YCM
347
Yousif Capital Management
Michigan
$14.3M -$341K -1,927 -3%
NYLIM
348
New York Life Investment Management
New York
$14.3M +$48.5K +274 +0.4%
RWA
349
Roberts Wealth Advisors
California
$13.9M +$48.3K +273 +1%
Impax Asset Management Group
350
Impax Asset Management Group
United Kingdom
$13.9M +$5.96M +33,678 +91%

ZTS Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2023, worth a combined $86.8B — up 18% from $73.7B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new ZTS positions and 79 closed out — a net gain of 143 holders — while 660 added to existing stakes and 629 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.19B. The largest seller was Wellington Management Group, cutting an estimated $589M.

  • 1,743 institutional investors held Zoetis (ZTS) as of Q4 2023, up from 1,629 in Q3 2023.
  • Funds reported $86.8B of Zoetis stock for Q4 2023, up 18% quarter-over-quarter.
  • 222 funds opened new Zoetis positions in Q4 2023 and 79 closed out, a net change of +143 holders.
  • The largest Zoetis buyer in Q4 2023 was Morgan Stanley, an estimated $2.19B added.
  • The largest Zoetis seller in Q4 2023 was Wellington Management Group, an estimated $589M sold.

Based on aggregated 13F filings for Q4 2023.