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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
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.12K +81 New
TFO
677
Tarbox Family Office
California
$3K +$356 +7 +14%
JIC
678
Joel Isaacson & Co
New York
$2K
VWM
679
Valley Wealth Managers
New Jersey
$2K +$1.58K +31 New
CFA
680
Camarda Financial Advisors
Florida
$2K +$1.63K +32 New
SFS
681
Sowell Financial Services
Arkansas
$2K +$1.93K +38 New
AAP
682
Arax Advisory Partners
Colorado
$2K +$1.98K +39 New
LS
683
Livforsakringsbolaget Skandia
Sweden
$1.67K +$1.59M +31,279 New
TFA
684
Transamerica Financial Advisors
Florida
$1K -$813 -16 -80%
PRS
685
Pinkerton Retirement Specialists
Idaho
$1K
MWM
686
Mascoma Wealth Management
New Hampshire
$1K +$559 +11 New
PCFFS
687
Pacific Center for Financial Services
California
$1K +$661 +13 New
SLF
688
Sun Life Financial
Ontario, Canada
$266 +$712 +14 New
PK
689
Pflug Koory
Nebraska
$4 +$4.12K +81 New
PSCM
690
Pershing Square Capital Management
New York
-$141M -2,717,719 Closed
GAM
691
GVO Asset Management
Switzerland
-$52M -1,000,347 Closed
MTB
692
Mizuho Trust & Banking
Japan
-$40.6M -780,485 Closed
DFO
693
Duquesne Family Office
New York
-$24.9M -477,900 Closed
LLC
694
Latimer Light Capital
New York
-$18.5M -355,023 Closed
EAM
695
EverPoint Asset Management
Connecticut
-$17.2M -330,000 Closed
LCM
696
Lomas Capital Management
New York
-$11.8M -227,345 Closed
SCM
697
Sandler Capital Management
New York
-$9.53M -183,310 Closed
Los Angeles Capital Management
698
Los Angeles Capital Management
California
-$8.51M -163,562 Closed
DILH
699
Dai-ichi Life Holdings
Japan
-$5.91M -113,656 Closed
HP
700
Hikari Power
Japan
-$5.33M -102,500 Closed

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.