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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
ZIC
676
ZWJ Investment Counsel
Georgia
$242K +$230K +3,353 New
SWM
677
Segment Wealth Management
Texas
$241K +$6.87K +100 +3%
EWM
678
Evercore Wealth Management
New York
$238K
TIM
679
Tortoise Investment Management
New York
$238K
PGIM
680
Pacific Global Investment Management
California
$237K -$13.7K -200 -6%
MAA
681
Mraz Amerine & Associates
California
$237K
MBA
682
McQueen Ball & Associates
Pennsylvania
$236K
IWC
683
Integrated Wealth Concepts
Massachusetts
$233K +$216K +3,138 New
BCM
684
BlueCrest Capital Management
Jersey
$233K +$222K +3,233 New
CCA
685
Checchi Capital Advisers
California
$230K +$220K +3,196 New
CFG
686
Citizens Financial Group
Rhode Island
$229K -$12.8K -186 -6%
NA
687
NewEdge Advisors
Louisiana
$228K +$211K +3,075 New
FPFS
688
First Personal Financial Services
North Carolina
$227K +$165K +2,397 +315%
CBU
689
CIBC Bank USA
Illinois
$226K +$215K +3,135 New
STA
690
Summit Trail Advisors
New York
$222K +$196K +2,854 New
Northwestern Mutual Wealth Management
691
Northwestern Mutual Wealth Management
Wisconsin
$221K +$38.7K +564 +22%
Fuller & Thaler Asset Management
692
Fuller & Thaler Asset Management
California
$216K
BRWA
693
B. Riley Wealth Advisors
Florida
$216K +$205K +2,989 New
MAM
694
Meeder Asset Management
Ohio
$213K +$129K +1,880 +176%
SLT
695
St Louis Trust
Missouri
$213K +$203K +2,956 New
WAM
696
Wealthspire Advisors (Maryland)
Maryland
$210K +$1.24K +18 +0.6%
ZF
697
Zhang Financial
Michigan
$210K +$194K +2,827 New
GIA
698
Guyasuta Investment Advisors
Pennsylvania
$202K +$192K +2,800 New
IC
699
InterOcean Capital
Illinois
$202K +$193K +2,806 New
FIB
700
First Interstate Bank
Montana
$191K +$3.78K +55 +2%

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.