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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
CGH
476
Crossmark Global Holdings
Texas
$7.02M -$292K -1,650 -4%
TW
477
TritonPoint Wealth
Maryland
$6.93M +$6.22M +35,111 New
TCM
478
Telos Capital Management
California
$6.84M +$867K +4,899 +16%
MA
479
McBroom & Associates
Nevada
$6.78M +$535K +3,020 +10%
CQS
480
Credential Qtrade Securities
$6.71M -$259K -1,461 -4%
AAM
481
AR Asset Management
California
$6.68M +$35.9K +203 +0.6%
AWMT
482
AAFMAA Wealth Management & Trust
North Carolina
$6.66M +$562K +3,175 +10%
PP
483
Prudential plc
United Kingdom
$6.56M +$66.7K +377 +1%
NEI
484
Northwest & Ethical Investments
Ontario, Canada
$6.56M
GCA
485
Greenwood Capital Associates
South Carolina
$6.54M +$2.08M +11,733 +55%
ERWM
486
Elk River Wealth Management
Colorado
$6.47M +$116K +655 +2%
CIP
487
Chartwell Investment Partners
Pennsylvania
$6.45M -$851K -4,809 -13%
AAF
488
Andra AP-fonden
Sweden
$6.43M -$1.84M -10,400 -24%
SWP
489
Strategic Wealth Partners
Ohio
$6.43M +$2.12M +11,982 +58%
BG
490
Bahl & Gaynor
Ohio
$6.39M -$84.4K -477 -1%
MKA
491
M. Kulyk & Associates
Georgia
$6.38M +$218K +1,229 +4%
P
492
Pitcairn
Pennsylvania
$6.38M -$79.5K -449 -1%
AA
493
Ancora Advisors
Ohio
$6.29M -$96.5K -545 -2%
BAMCO Inc
494
BAMCO Inc
New York
$6.26M
QPBE
495
Quintet Private Bank (Europe)
Luxembourg
$6.25M +$38.1K +215 +0.7%
JWBC
496
J.W. Burns & Co
New York
$6.24M -$43.5K -246 -0.8%
GW
497
GW & Wade
Massachusetts
$6.24M +$50.1K +283 +0.9%
TAM
498
Thematics Asset Management
France
$6.22M -$261K -1,477 -4%
IMRF
499
Illinois Municipal Retirement Fund
Illinois
$6.15M
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$6.14M +$60.2K +340 +1%

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.