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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
LS
576
Livforsakringsbolaget Skandia
Sweden
$532K -$110K -1,600 -18%
KeyBank National Association
577
KeyBank National Association
Ohio
$527K -$465K -6,770 -48%
PIA
578
Piedmont Investment Advisors
North Carolina
$526K -$648K -9,433 -56%
BUB
579
BBVA USA Bancshares
Texas
$525K +$88.9K +1,295 +22%
IIM
580
Ironwood Investment Management
Massachusetts
$521K +$6.18K +90 +1%
AA
581
ALPS Advisors
Colorado
$518K
FMT
582
First Mercantile Trust
Tennessee
$512K -$38.3K -557 -7%
YP
583
Yellowstone Partners
Idaho
$507K -$264K -3,842 -35%
LJHT
584
Laurie J. Hall Trustee
$506K
AWCI
585
Alpine Woods Capital Investors
New York
$500K
DS
586
DRW Securities
Illinois
$493K +$470K +6,840 New
IAA
587
Independent Advisor Alliance
North Carolina
$482K +$54.3K +790 +14%
GCA
588
Greenwood Capital Associates
South Carolina
$474K -$15.2K -222 -3%
GC
589
Garde Capital
Washington
$473K
APA
590
American Portfolios Advisors
New York
$468K +$446K +6,497 New
SCM
591
Stonebridge Capital Management
California
$468K -$85.9K -1,250 -17%
IFS
592
Ifrah Financial Services
Arkansas
$456K -$208K -3,033 -32%
EB
593
Eastern Bank
Massachusetts
$454K
TSS
594
Two Sigma Securities
New York
$451K +$430K +6,261 New
UR
595
USCA RIA
Texas
$449K -$15K -218 -3%
CI
596
Capital Innovations
Wisconsin
$447K -$12.4K -180 -3%
LC
597
Lourd Capital
California
$447K +$426K +6,209 New
RE
598
RBC Europe
United Kingdom
$447K +$219K +3,184 +106%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$445K +$64.2K +935 +18%
BFIM
600
Beese Fulmer Investment Management
Ohio
$442K -$6.66K -97 -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.