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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
CFA
626
Carroll Financial Associates
North Carolina
$23K -$915 -18 -4%
AIM
627
Anchor Investment Management
South Carolina
$22.8K -$4.78K -94 -18%
GRP
628
Global Retirement Partners
California
$22K +$21.1K +415 New
EFSCE
629
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$1.02K +20 +5%
CS
630
Credential Securities
$20.9K +$1.78K +35 +10%
WA
631
WFG Advisors
Texas
$20K
RFWA
632
RPg Family Wealth Advisory
Massachusetts
$19.3K +$18.4K +361 New
PCP
633
Proficio Capital Partners
Massachusetts
$19K +$2.8K +55 +18%
CGT
634
Capital Guardian Trust
California
$18K
FPTW
635
Franklin, Parlapiano, Turner & Welch
Texas
$18K
WTB
636
Washington Trust Bank
Washington
$18K +$12K +237 +242%
OFW
637
Omnia Family Wealth
Florida
$18K +$16.9K +332 New
Canada Pension Plan Investment Board
638
Canada Pension Plan Investment Board
Ontario, Canada
$17K -$50.8K -1,000 -76%
FFC
639
First Financial Corp
Indiana
$16K
KPCM
640
Kings Point Capital Management
New York
$16K
ANBT
641
American National Bank & Trust
Texas
$15K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$15K
AF
643
Allworth Financial
California
$15K +$4.73K +93 +48%
KLI
644
Kelman-Lazarov Inc
Tennessee
$14K +$13.3K +262 New
WPA
645
West Paces Advisors
Georgia
$13.2K +$12.5K +246 New
FPFS
646
First Personal Financial Services
North Carolina
$13K
DOA
647
D'Orazio & Associates
Virginia
$12K +$51 +1 +0.5%
EF
648
Empirical Finance
Pennsylvania
$12K +$11.2K +221 New
VIA
649
Vantage Investment Advisors
Pennsylvania
$11K
EDRH
650
Edmond de Rothschild Holding
Switzerland
$11K +$4.93K +97 +88%

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.