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636 hedge funds and large institutions have $22.2B invested in Zoetis in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 237 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.69B)

4% more funds holding

Funds holding: 613636 (+23)

0.56% less ownership

Funds ownership: 94.8%94.24% (-0.56%)

2% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 241

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

18% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $76.2M

Holders
636
Holders Change
+23
Holders Change %
+3.75%
% of All Funds
16.97%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.51%
New
78
Increased
237
Reduced
241
Closed
48
Calls
$62.1M
Puts
$76.2M
Net Calls
-$14M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
576
Sutton Wealth Advisors
Florida
$40K
MUS
577
Mitsubishi UFJ Securities
Japan
$38K -$23.6K -500 -38%
AIM
578
Acrospire Investment Management
Illinois
$38K -$18.9K -400 -33%
AIM
579
Arcadia Investment Management
Michigan
$34K
JSAM
580
J. Safra Asset Management
New York
$28K +$28.1K +594 New
GWS
581
Glassman Wealth Services
Virginia
$28K +$28.3K +600 New
TWA
582
TCI Wealth Advisors
Arizona
$26K
AIM
583
Anchor Investment Management
South Carolina
$24.6K
FPB
584
First PREMIER Bank
South Dakota
$23K
AWM
585
AllSquare Wealth Management
New York
$23K +$20.2K +428 +856%
ZB
586
Zions Bancorporation
Utah
$22K
KF
587
Krilogy Financial
Missouri
$22K +$22.1K +467 New
CFA
588
Carroll Financial Associates
North Carolina
$21K
PFBT
589
Parkside Financial Bank & Trust
Missouri
$19K +$2.31K +49 +14%
RWA
590
Ropes Wealth Advisors
Massachusetts
$19K +$18.8K +397 New
HIIFS
591
Harel Insurance Investments & Financial Services
Israel
$18K -$5.67K -120 -24%
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
WA
593
WFG Advisors
Texas
$17K -$5.62K -119 -24%
TDC
594
Thompson Davis & Co
Virginia
$16K -$3.35K -71 -17%
CGT
595
Capital Guardian Trust
California
$16K
FPTW
596
Franklin, Parlapiano, Turner & Welch
Texas
$16K
NC
597
NewSquare Capital
Pennsylvania
$14K -$1.56K -33 -10%
KPCM
598
Kings Point Capital Management
New York
$14K
ANBT
599
American National Bank & Trust
Texas
$14K +$13.5K +285 New
FPFS
600
First Personal Financial Services
North Carolina
$14K +$13.5K +286 New

ZTS Hedge Fund Activity: Q2 2016 in Review

636 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q2 2016, worth a combined $22.2B — up 8.2% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ZTS positions and 48 closed out — a net gain of 30 holders — while 237 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $505M. The largest seller was Pershing Square Capital Management, cutting an estimated $976M.

  • 636 institutional investors held Zoetis (ZTS) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $22.2B of Zoetis stock for Q2 2016, up 8.2% quarter-over-quarter.
  • 78 funds opened new Zoetis positions in Q2 2016 and 48 closed out, a net change of +30 holders.
  • The largest Zoetis buyer in Q2 2016 was T. Rowe Price Associates, an estimated $505M added.
  • The largest Zoetis seller in Q2 2016 was Pershing Square Capital Management, an estimated $976M sold.

Based on aggregated 13F filings for Q2 2016.