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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
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K +$42K +827 +21%
1SB
552
1ST Source Bank
Indiana
$248K -$7.07K -139 -3%
EHC
553
Everett Harris & Co
California
$247K
CG
554
Colony Group
Massachusetts
$244K +$232K +4,560 New
FP
555
FDO Partners
Massachusetts
$243K +$231K +4,534 New
BHA
556
Beech Hill Advisors
New York
$235K +$223K +4,383 New
PNC
557
Park National Corp
Ohio
$234K
FSA
558
Franklin Street Advisors
North Carolina
$224K +$213K +4,186 New
ATC
559
Argent Trust Co
Tennessee
$220K +$208K +4,100 New
FB
560
Fulton Bank
Pennsylvania
$219K -$60.4K -1,188 -23%
CBU
561
CIBC Bank USA
Illinois
$219K
FHC
562
First Heartland Consultants
Missouri
$219K
FQ
563
First Quadrant
California
$219K
RTS
564
Round Table Services
New Jersey
$217K +$206K +4,050 New
SIM
565
Sonora Investment Management
Arizona
$214K +$102K +2,000 +100%
EB
566
Eastern Bank
Massachusetts
$214K
SI
567
Sentry Investments
Ontario, Canada
$214K
BFEC
568
Benjamin F. Edwards & Company
Missouri
$209K +$26.2K +515 +15%
RFC
569
Regions Financial Corp
Alabama
$204K +$194K +3,819 New
EWM
570
Evercore Wealth Management
New York
$197K -$8.08K -159 -4%
FNBT
571
FineMark National Bank & Trust
Florida
$196K -$5.69K -112 -3%
MCA
572
Mercer Capital Advisers
New Jersey
$186K
FAM
573
Foresters Asset Management
Ontario, Canada
$182K +$55.9K +1,100 +48%
MFS
574
MSI Financial Services
Massachusetts
$181K -$17.2K -339 -9%
BUB
575
BBVA USA Bancshares
Texas
$177K +$168K +3,310 New

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.