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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
JG
601
Jefferies Group
New York
$441K -$1.36M -19,872 -76%
RIM
602
Rampart Investment Management
Connecticut
$435K -$46.8K -682 -10%
WT
603
Whittier Trust
California
$435K +$22.3K +325 +6%
HA
604
Harbor Advisors
Florida
$431K
CA
605
Commerzbank Aktiengesellschaft
Germany
$431K +$131K +1,912 +47%
TAM
606
Taurus Asset Management
New York
$427K
CBOA
607
Commonwealth Bank of Australia
Australia
$420K +$22.3K +325 +6%
FB
608
Fulton Bank
Pennsylvania
$416K -$755 -11 -0.2%
CI
609
Cavalier Investments
Georgia
$411K +$391K +5,700 New
LOAME
610
Lombard Odier Asset Management (Europe)
United Kingdom
$407K -$111K -1,614 -22%
GAM
611
Gotham Asset Management
New York
$404K +$112K +1,624 +41%
AIM
612
Arcadia Investment Management
Michigan
$401K +$307K +4,475 +409%
IR
613
Invictus RG
Bermuda
$401K +$382K +5,569 New
IP
614
Intellectus Partners
California
$400K +$284K +4,136 +291%
PI
615
Pettee Investors
Connecticut
$398K
FIM
616
Freedom Investment Management
Connecticut
$395K +$376K +5,480 New
PHK
617
Point72 Hong Kong
Hong Kong
$386K +$366K +5,332 +19,043%
FBT
618
First Bankers Trust
Kentucky
$385K -$3.43K -50 -0.9%
BST
619
Bath Savings Trust
Maine
$384K +$1.72K +25 +0.5%
GW
620
GW & Wade
Massachusetts
$383K -$49.2K -717 -12%
HIM
621
Hillsdale Investment Management
Ontario, Canada
$382K +$364K +5,300 New
VFA
622
Voya Financial Advisors
Connecticut
$379K +$104K +1,521 +41%
SXL
623
Summit X LLC
Missouri
$377K +$5.84K +85 +2%
RCAMU
624
Rothschild & Co Asset Management US
Connecticut
$375K -$74.4K -1,083 -17%
PA
625
Probity Advisors
Texas
$372K -$9.96K -145 -3%

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.