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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
FANJ
651
Financial Architects (New Jersey)
New Jersey
$10K
OC
652
Oakworth Capital
Alabama
$10K
EARNEST Partners
653
EARNEST Partners
Georgia
$10K +$9.66K +190 New
GWM
654
Geneos Wealth Management
Colorado
$9K
VCM
655
Versant Capital Management
Arizona
$9K
AC
656
Alexandria Capital
Virginia
$9K +$3.2K +63 +59%
GEA
657
Glen Eagle Advisors
New Jersey
$8.03K +$7.63K +150 New
SFG
658
SevenBridge Financial Group
Pennsylvania
$8K
CCA
659
Catalyst Capital Advisors
New York
$7K
KT
660
Kanaly Trust
Texas
$7K
WIM
661
Westside Investment Management
California
$6.02K +$5.75K +113 New
DSN
662
D. Scott Neal
Kentucky
$6K
GAM
663
Gemmer Asset Management
California
$6K
PMFA
664
Plante Moran Financial Advisors
Michigan
$6K
VNA
665
Valley National Advisers
Pennsylvania
$6K
MUS
666
Mitsubishi UFJ Securities
Japan
$5K -$16.8K -330 -77%
ST
667
Smithfield Trust
Pennsylvania
$5K
WAS
668
Winch Advisory Services
Wisconsin
$5K
GBT
669
Grove Bank & Trust
Florida
$5K +$4.58K +90 New
RBC
670
Roble Belko & Company
Pennsylvania
$5K +$5.03K +99 New
WAS
671
WESPAC Advisors SoCal
California
$4.23K
JCM
672
Jacobi Capital Management
Pennsylvania
$4K -$3.92K -77 -49%
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.42K -28 -26%
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$4K
FFW
675
Fusion Family Wealth
New York
$4K +$3.51K +69 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.