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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
KLWA
601
Kelly Lawrence W & Associates
California
$61K
PA
602
Parallel Advisors
California
$61K +$57.9K +1,138 New
WTC
603
WhitTier Trust Company
Nevada
$56K
QCG
604
Quadrant Capital Group
Ohio
$54K -$4.42K -87 -7%
SBL
605
Sargent Bickham Lagudis
Colorado
$54K
FAM
606
Fred Alger Management
New York
$54K +$50.8K +1,000 New
BIG
607
Bellwether Investment Group
Tennessee
$54K +$51.5K +1,013 New
SWA
608
Sutton Wealth Advisors
Florida
$47.2K
CAW
609
Cornerstone Advisors (Washington)
Washington
$45K +$5.44K +107 +15%
RWA
610
Ropes Wealth Advisors
Massachusetts
$44K +$21.6K +425 +107%
DBT
611
Dubuque Bank & Trust
Iowa
$42K
AWM
612
AllSquare Wealth Management
New York
$40K +$7.83K +154 +26%
AIM
613
Arcadia Investment Management
Michigan
$38K
ACS
614
Archford Capital Strategies
Illinois
$38K +$33.7K +663 +947%
Bessemer Group
615
Bessemer Group
New Jersey
$34K -$52.9K -1,040 -62%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$34K +$9.3K +183 +40%
WA
617
WealthTrust-Arizona
Arizona
$33K
KF
618
Krilogy Financial
Missouri
$30K -$1.12K -22 -4%
ZB
619
Zions Bancorporation
Utah
$29K +$4.68K +92 +20%
TWA
620
TCI Wealth Advisors
Arizona
$27K -$1.68K -33 -6%
MRCM
621
M&R Capital Management
New Jersey
$27K +$26.1K +513 New
FPB
622
First PREMIER Bank
South Dakota
$26K
TDC
623
Thompson Davis & Co
Virginia
$25K +$6.56K +129 +38%
Acadian Asset Management
624
Acadian Asset Management
Massachusetts
$25K +$23.9K +471 New
SPIA
625
Steward Partners Investment Advisory
New York
$24K +$23.1K +455 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.