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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
BA
501
Bristlecone Advisors
Washington
$966K +$919K +13,375 +32,622%
CC
502
ClearArc Capital
Ohio
$963K +$17K +248 +2%
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$960K +$330K +4,799 +56%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$959K +$61.5K +896 +7%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$932K -$2.54K -37 -0.3%
MML Investors Services
506
MML Investors Services
Massachusetts
$930K +$288K +4,186 +48%
AP
507
Advisor Partners
California
$926K +$108K +1,573 +15%
MERSOM
508
Municipal Employees' Retirement System of Michigan
Michigan
$913K
ISL
509
Ingalls & Snyder LLC
New York
$908K
PL
510
Parthenon LLC
Kentucky
$889K -$8.17K -119 -1%
RJT
511
Raymond James Trust
Florida
$879K +$3.71K +54 +0.4%
GXMC
512
Global X Management Company
New York
$877K +$38.5K +560 +5%
CA
513
Cornerstone Advisors
North Carolina
$864K +$824K +12,000 New
MHC
514
Meyer Handelman Company
New York
$852K +$160K +2,328 +25%
GVT
515
Genesee Valley Trust
New York
$847K +$807K +11,755 New
FCBT
516
First Citizens Bank & Trust
North Carolina
$846K -$1.88M -27,336 -70%
SCI
517
S&CO Inc
Massachusetts
$846K
UCFA
518
United Capital Financial Advisors
Texas
$846K +$60.2K +876 +8%
HCM
519
Highlander Capital Management
New Jersey
$841K
GCP
520
GSA Capital Partners
United Kingdom
$826K -$30K -437 -4%
Parallax Volatility Advisers
521
Parallax Volatility Advisers
California
$821K +$783K +11,400 New
RMCM
522
Reynders McVeigh Capital Management
Massachusetts
$812K +$5.43K +79 +0.7%
SW
523
SVB Wealth
Massachusetts
$804K -$56.4K -821 -7%
CI
524
Conning Inc
Connecticut
$799K -$12.4K -180 -2%
PTC
525
Private Trust Company
Ohio
$786K +$17.1K +249 +2%

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.