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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
FBT
526
First Bank & Trust
South Dakota
$780K +$42.2K +614 +6%
DTL
527
Dynamic Technology Lab
Singapore
$778K -$116K -1,685 -14%
Creative Planning
528
Creative Planning
Kansas
$767K +$121K +1,766 +20%
AIP
529
Ameritas Investment Partners
Nebraska
$760K -$35.8K -521 -5%
AIA
530
Allegis Investment Advisors
Idaho
$758K +$723K +10,527 New
DIM
531
DC Investments Management
Virginia
$747K +$712K +10,371 New
1WA
532
180 Wealth Advisors
Washington
$747K +$713K +10,376 New
EA
533
Emerald Advisers
Pennsylvania
$745K -$36.7K -535 -5%
WDA
534
Wendell David Associates
New Hampshire
$742K +$54.9K +800 +8%
SC
535
Scotia Capital
Ontario, Canada
$732K +$37.5K +546 +6%
Cerity Partners
536
Cerity Partners
New York
$731K +$4.33K +63 +0.6%
AHC
537
Anderson Hoagland & Co
Missouri
$730K
TNAM
538
Terra Nova Asset Management
New York
$730K +$91.3K +1,330 +15%
FP
539
Foundry Partners
Minnesota
$727K -$11.4K -166 -2%
SC
540
SouthState Corp
Florida
$725K +$223K +3,245 +48%
WPC
541
Waters Parkerson & Co
Louisiana
$720K
WS
542
Wedbush Securities
California
$708K +$34.5K +502 +5%
LSA
543
L & S Advisors
California
$691K -$3.69M -53,787 -85%
NFC
544
Northeast Financial Consultants
Connecticut
$687K +$3.16K +46 +0.5%
PAS
545
Park Avenue Securities
New York
$684K +$99.2K +1,444 +18%
EA
546
Edge Advisors
Georgia
$684K +$650K +9,459 +16,032%
PMG
547
ProVise Management Group
Florida
$668K +$75.8K +1,104 +13%
WSCM
548
Wellington Shields Capital Management
New York
$663K +$14.1K +205 +2%
ZCA
549
Zeke Capital Advisors
Pennsylvania
$659K +$38K +553 +6%
TI
550
Trexquant Investment
Connecticut
$656K -$191K -2,776 -23%

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.