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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
TWC
376
TD Waterhouse Canada
Ontario, Canada
$12M +$156K +880 +2%
TNB
377
Thomasville National Bank
Georgia
$12M +$384K +2,167 +4%
LOAME
378
Lombard Odier Asset Management (Europe)
United Kingdom
$12M -$14M -78,803 -57%
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
$11.8M -$336K -1,897 -3%
CTA
380
Chesley Taft & Associates
Illinois
$11.8M +$4.91M +27,745 +87%
BCI
381
Brinker Capital Investments
Pennsylvania
$11.7M -$97.4K -550 -0.9%
OPS
382
Orion Portfolio Solutions
Nebraska
$11.7M -$97.4K -550 -0.9%
CWM
383
CIBC World Markets
New York
$11.7M +$5.97M +33,718 +133%
CNAM
384
Campbell Newman Asset Management
Wisconsin
$11.6M -$266K -1,504 -2%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$11.6M -$165K -933 -2%
Pathstone Holdings
386
Pathstone Holdings
New Jersey
$11.6M +$10.4M +58,857 New
WPI
387
Walter Public Investments
Canada
$11.6M
1832 Asset Management
388
1832 Asset Management
Ontario, Canada
$11.5M -$8.74M -49,376 -46%
JCM
389
Janney Capital Management
Pennsylvania
$11.4M -$203K -1,144 -2%
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$11.4M -$2.04M -11,512 -17%
CNB
391
Camden National Bank
Maine
$11.4M -$166K -937 -2%
N
392
Natixis
France
$11.2M -$2.9M -16,371 -22%
SAM
393
Sawgrass Asset Management
Florida
$11M +$2.17M +12,242 +28%
LWM
394
Lyell Wealth Management
California
$11M +$347K +1,962 +4%
JMFC
395
J.M. Forbes & Co
Massachusetts
$11M +$531K +2,998 +6%
CWM
396
Calamos Wealth Management
Illinois
$11M -$74.5K -421 -0.7%
PCM
397
Palisade Capital Management
New Jersey
$11M -$108K -609 -1%
A
398
AustralianSuper
Australia
$10.9M -$86.4M -488,322 -90%
CAM
399
Cresset Asset Management
Illinois
$10.9M -$608K -3,436 -6%
PI
400
PineBridge Investments
New York
$10.8M +$3.22M +18,213 +50%

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.