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1,410 hedge funds and large institutions have $72.3B invested in Zoetis in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 601 increasing their positions, 438 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 68

37% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 438

8% more funds holding

Funds holding: 1,3081,410 (+102)

0% more capital invested

Capital invested by funds: $72.2B → $72.3B (+$82M)

0.77% less ownership

Funds ownership: 91.98%91.21% (-0.77%)

20% less call options, than puts

Call options by funds: $243M | Put options by funds: $304M

37% less funds holding in top 10

Funds holding in top 10: 5233 (-19)

Holders
1,410
Holders Change
+102
Holders Change %
+7.8%
% of All Funds
24.95%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.58%
New
184
Increased
601
Reduced
438
Closed
68
Calls
$243M
Puts
$304M
Net Calls
-$60.7M
Net Calls Change
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Valicenti Advisory Services
New York
$3.96M +$85.2K +524 +2%
WFG
502
Wills Financial Group
Virginia
$3.96M +$970K +5,966 +33%
NFC
503
Northeast Financial Consultants
Connecticut
$3.91M
ACM
504
AlphaStar Capital Management
North Carolina
$3.91M +$1.07M +6,555 +37%
BIM
505
Baldwin Investment Management
Pennsylvania
$3.9M +$386K +2,375 +11%
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.89M +$24.9K +153 +0.7%
BRWA
507
B. Riley Wealth Advisors
Florida
$3.88M -$613K -3,770 -14%
SG Americas Securities
508
SG Americas Securities
New York
$3.86M +$1.81M +11,152 +92%
FPS
509
Fieldpoint Private Securities
Connecticut
$3.85M +$235K +1,445 +7%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$3.84M -$117K -721 -3%
Creative Planning
511
Creative Planning
Kansas
$3.84M +$275K +1,689 +8%
PP
512
Patten & Patten
Tennessee
$3.8M -$78.7K -484 -2%
NSIM
513
North Star Investment Management
Illinois
$3.79M +$11.1K +68 +0.3%
DADC
514
D.A. Davidson & Co
Montana
$3.77M +$230K +1,416 +7%
SLI
515
Sumitomo Life Insurance
Japan
$3.77M -$386K -2,373 -9%
KOCAA
516
Knights of Columbus Asset Advisors
Connecticut
$3.71M +$227K +1,395 +7%
WANY
517
Wealthspire Advisors (New York)
New York
$3.7M +$809K +4,977 +29%
IA
518
IFP Advisors
Florida
$3.69M +$311K +1,915 +9%
EAM
519
Eventide Asset Management
Massachusetts
$3.67M +$748K +4,600 +26%
JG
520
Jefferies Group
New York
$3.65M +$815K +5,010 +29%
OCAM
521
Onex Canada Asset Management
Ontario, Canada
$3.64M +$1.3K +8 +0%
V
522
Veritable
Delaware
$3.61M -$131K -807 -4%
DC
523
Davenport & Co
Virginia
$3.58M -$30.6M -188,236 -90%
BDWM
524
Brewin Dolphin Wealth Management
Ireland
$3.57M +$152K +933 +5%
GIM
525
Goelzer Investment Management
Indiana
$3.57M -$137K -845 -4%

ZTS Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2020, worth a combined $72.3B — up 0.11% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new ZTS positions and 68 closed out — a net gain of 116 holders — while 601 added to existing stakes and 438 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,410 institutional investors held Zoetis (ZTS) as of Q4 2020, up from 1,308 in Q3 2020.
  • Funds reported $72.3B of Zoetis stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 184 funds opened new Zoetis positions in Q4 2020 and 68 closed out, a net change of +116 holders.
  • The largest Zoetis buyer in Q4 2020 was Fidelity Investments, an estimated $491M added.
  • The largest Zoetis seller in Q4 2020 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2020.