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772 hedge funds and large institutions have $29.3B invested in Zoetis in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 301 increasing their positions, 271 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

38% more call options, than puts

Call options by funds: $204M | Put options by funds: $148M

11% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 271

2% more funds holding

Funds holding: 756772 (+16)

2% more capital invested

Capital invested by funds: $28.8B → $29.3B (+$470M)

0.16% less ownership

Funds ownership: 94.12%93.96% (-0.16%)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
772
Holders Change
+16
Holders Change %
+2.12%
% of All Funds
19.25%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.25%
New
67
Increased
301
Reduced
271
Closed
43
Calls
$204M
Puts
$148M
Net Calls
+$55.6M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
676
San Francisco Sentry Investment Group
California
$59K +$6.26K +100 +12%
Bessemer Group
677
Bessemer Group
New Jersey
$58K +$3.01K +48 +6%
SWA
678
Sutton Wealth Advisors
Florida
$56.2K
IIC
679
Integrated Investment Consultants
Michigan
$56K +$10.8K +172 +24%
WA
680
WealthTrust-Arizona
Arizona
$55K
RWA
681
Ropes Wealth Advisors
Massachusetts
$55K +$9.39K +150 +21%
FPFS
682
First Personal Financial Services
North Carolina
$48K +$32K +511 +205%
GT
683
Greenleaf Trust
Michigan
$47K +$46K +735 New
TSW
684
Thompson Siegel & Walmsley
Virginia
$45K -$482K -7,700 -92%
MFT
685
Moisand Fitzgerald Tamayo
Florida
$45K +$44.5K +711 New
AIL
686
AGF Investments LLC
Ontario, Canada
$43K -$2.5K -40 -6%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$40K
ST
688
Smithfield Trust
Pennsylvania
$39K
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$39K +$3.88K +62 +11%
KF
690
Krilogy Financial
Missouri
$37K -$3.19K -51 -8%
HCA
691
Horan Capital Advisors
Ohio
$36K +$35.7K +570 New
MRCM
692
M&R Capital Management
New Jersey
$32K
CAW
693
Cornerstone Advisors (Washington)
Washington
$31K -$22.1K -353 -42%
FPB
694
First PREMIER Bank
South Dakota
$30K
FCMT
695
Founders Capital Management (Texas)
Texas
$30K
WWM
696
Willingdon Wealth Management
North Carolina
$29K +$28.4K +454 New
AIM
697
Anchor Investment Management
South Carolina
$27.1K
CFA
698
Carroll Financial Associates
North Carolina
$27K +$15.3K +245 +137%
DBT
699
Dubuque Bank & Trust
Iowa
$25K
HMS
700
Hanseatic Management Services
New Mexico
$24K

ZTS Hedge Fund Activity: Q3 2017 in Review

772 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q3 2017, worth a combined $29.3B — up 1.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZTS positions and 43 closed out — a net gain of 24 holders — while 301 added to existing stakes and 271 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $275M. The largest seller was T. Rowe Price Associates, cutting an estimated $359M.

  • 772 institutional investors held Zoetis (ZTS) as of Q3 2017, up from 756 in Q2 2017.
  • Funds reported $29.3B of Zoetis stock for Q3 2017, up 1.6% quarter-over-quarter.
  • 67 funds opened new Zoetis positions in Q3 2017 and 43 closed out, a net change of +24 holders.
  • The largest Zoetis buyer in Q3 2017 was AllianceBernstein, an estimated $275M added.
  • The largest Zoetis seller in Q3 2017 was T. Rowe Price Associates, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2017.