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692 hedge funds and large institutions have $25B invested in Zoetis in 2016 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 258 increasing their positions, 234 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

10% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 234

6% more funds holding

Funds holding: 652692 (+40)

6% more capital invested

Capital invested by funds: $23.7B → $25B (+$1.31B)

0.12% more ownership

Funds ownership: 94.45%94.57% (+0.12%)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

65% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $151M

Holders
692
Holders Change
+40
Holders Change %
+6.13%
% of All Funds
17.3%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.45%
New
104
Increased
258
Reduced
234
Closed
51
Calls
$52.3M
Puts
$151M
Net Calls
-$99M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$269M -$6.02M -118,339 -2%
DCP
27
DSM Capital Partners
Florida
$262M +$44.1M +868,175 +22%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$249M -$6.32M -124,371 -3%
BG
29
BlackRock Group
United Kingdom
$247M +$26M +510,941 +12%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$245M -$5.88M -115,609 -2%
Goldman Sachs
31
Goldman Sachs
New York
$240M -$2.35M -46,145 -1%
EVM
32
Eaton Vance Management
Massachusetts
$239M +$149M +2,939,619 +192%
First Eagle Investment Management
33
First Eagle Investment Management
New York
$235M +$25.3M +496,962 +13%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$226M +$9.29M +182,759 +5%
WRF
35
Waddell & Reed Financial
Kansas
$175M -$11.2M -220,003 -6%
TCCM
36
Two Creeks Capital Management
New York
$140M +$5.57M +109,635 +4%
BA
37
BlackRock Advisors
Delaware
$136M +$34M +669,524 +36%
TA
38
Teachers Advisors
New York
$132M -$7.86M -154,650 -6%
Invesco
39
Invesco
Georgia
$129M +$2.65M +52,044 +2%
Select Equity Group
40
Select Equity Group
New York
$129M +$51.7M +1,016,299 +73%
FPP
41
Findlay Park Partners
United Kingdom
$124M -$10.2M -200,442 -8%
FCM
42
Frontier Capital Management
Massachusetts
$119M +$28.7M +564,645 +34%
William Blair & Company
43
William Blair & Company
Illinois
$118M +$1.82M +35,728 +2%
Legal & General Group
44
Legal & General Group
United Kingdom
$117M +$1.31M +25,848 +1%
BIM
45
BlackRock Investment Management
Delaware
$115M +$54.8M +1,078,559 +101%
Jennison Associates
46
Jennison Associates
New York
$105M -$766K -15,060 -0.8%
UBS AM
47
UBS AM
Illinois
$99.1M +$704K +13,853 +0.8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$87.3M +$13.4M +263,200 +19%
AAMU
49
Amundi Asset Management US
Massachusetts
$84.8M -$67.9M -1,334,985 -46%
ACM
50
Atlanta Capital Management
Georgia
$82.2M +$13.7M +270,398 +21%

ZTS Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2016, worth a combined $25B — up 5.5% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ZTS positions and 51 closed out — a net gain of 53 holders — while 258 added to existing stakes and 234 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Morgan Stanley, cutting an estimated $513M.

  • 692 institutional investors held Zoetis (ZTS) as of Q4 2016, up from 652 in Q3 2016.
  • Funds reported $25B of Zoetis stock for Q4 2016, up 5.5% quarter-over-quarter.
  • 104 funds opened new Zoetis positions in Q4 2016 and 51 closed out, a net change of +53 holders.
  • The largest Zoetis buyer in Q4 2016 was T. Rowe Price Associates, an estimated $324M added.
  • The largest Zoetis seller in Q4 2016 was Morgan Stanley, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2016.