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916 hedge funds and large institutions have $37.3B invested in Zoetis in 2018 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 334 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

65% more funds holding in top 10

Funds holding in top 10: 2033 (+13)

15% more capital invested

Capital invested by funds: $32.4B → $37.3B (+$4.92B)

7% more funds holding

Funds holding: 854916 (+62)

9% more call options, than puts

Call options by funds: $114M | Put options by funds: $105M

0.29% less ownership

Funds ownership: 92.41%92.12% (-0.29%)

3% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 344

Holders
916
Holders Change
+62
Holders Change %
+7.26%
% of All Funds
20.99%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.76%
New
124
Increased
334
Reduced
344
Closed
53
Calls
$114M
Puts
$105M
Net Calls
+$9.52M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Chesapeake Wealth Management
Virginia
$343K +$324K +4,112 New
FSA
677
Franklin Street Advisors
North Carolina
$342K
NIT
678
NumerixS Investment Technologies
British Columbia, Canada
$340K -$762K -9,670 -70%
KA
679
Kaizen Advisory
Illinois
$335K +$279K +3,536 +741%
FRM
680
Fox Run Management
Connecticut
$335K +$316K +4,013 New
PC
681
Permanens Capital
New York
$334K +$315K +4,000 New
PIA
682
Pinion Investment Advisors
Kansas
$327K +$308K +3,914 New
PGA
683
Premia Global Advisors
Florida
$320K +$168K +2,130 +125%
BTW
684
Boston Trust Walden
Massachusetts
$317K
Northwestern Mutual Wealth Management
685
Northwestern Mutual Wealth Management
Wisconsin
$317K +$57.3K +727 +24%
SCM
686
Shelton Capital Management
Colorado
$310K
IWC
687
Integrated Wealth Concepts
Massachusetts
$309K +$53K +673 +21%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$308K -$7.17K -91 -2%
GCP
689
GSA Capital Partners
United Kingdom
$303K -$617K -7,834 -68%
SHCM
690
Stokes & Hubbell Capital Management
Louisiana
$302K +$394 +5 +0.1%
PAM
691
Pegasus Asset Management
New York
$296K
MCA
692
Mercer Capital Advisers
New Jersey
$290K
MAM
693
Meeder Asset Management
Ohio
$290K +$39.9K +506 +17%
NFG
694
Next Financial Group
Texas
$289K -$3.7K -47 -1%
CA
695
Cetera Advisors
Colorado
$284K +$267K +3,394 New
CCA
696
Checchi Capital Advisers
California
$278K +$10.8K +137 +4%
TIM
697
Tortoise Investment Management
New York
$276K
KTC
698
Kistler-Tiffany Companies
Pennsylvania
$275K -$15.4K -196 -6%
MBA
699
McQueen Ball & Associates
Pennsylvania
$274K
AC
700
Abbrea Capital
California
$273K +$258K +3,273 New

ZTS Hedge Fund Activity: Q1 2018 in Review

916 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2018, worth a combined $37.3B — up 15% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ZTS positions and 53 closed out — a net gain of 71 holders — while 334 added to existing stakes and 344 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $392M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 916 institutional investors held Zoetis (ZTS) as of Q1 2018, up from 854 in Q4 2017.
  • Funds reported $37.3B of Zoetis stock for Q1 2018, up 15% quarter-over-quarter.
  • 124 funds opened new Zoetis positions in Q1 2018 and 53 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2018 was Polen Capital Management, an estimated $392M added.
  • The largest Zoetis seller in Q1 2018 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2018.