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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
HL
701
Harding Loevner
New Jersey
$24K
GRP
702
Global Retirement Partners
California
$23K
CBT
703
Capital Bank & Trust
California
$22K
TCOV
704
Trust Company of Vermont
Vermont
$22K +$20.8K +332 +1,844%
AF
705
Allworth Financial
California
$21K
MWM
706
MinichMacGregor Wealth Management
New York
$20K +$6.2K +99 +45%
AWM
707
AllSquare Wealth Management
New York
$20K +$10K +160 +107%
TG
708
TLP Group
Illinois
$19K +$18.9K +301 New
GWM
709
Geneos Wealth Management
Colorado
$18K +$9.21K +147 +98%
OFW
710
Omnia Family Wealth
Florida
$17K -$3.88K -62 -19%
WA
711
Winfield Associates
Ohio
$16K
WTB
712
Washington Trust Bank
Washington
$16K +$16K +255 New
WPA
713
West Paces Advisors
Georgia
$15.7K
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.8K +236 New
FMA
715
FNY Managed Accounts
New York
$15K +$15.5K +248 New
OIA
716
OneDigital Investment Advisors
Kansas
$14K
DOA
717
D'Orazio & Associates
Virginia
$14K +$63 +1 +0.5%
PCP
718
Proficio Capital Partners
Massachusetts
$14K +$438 +7 +3%
RFA
719
Reilly Financial Advisors
California
$14K +$4.26K +68 +44%
FWM
720
Focused Wealth Management
New York
$13K
HR
721
Howe & Rusling
New York
$13K
JCM
722
Jacobi Capital Management
Pennsylvania
$13K
OC
723
Oakworth Capital
Alabama
$13K
GBT
724
Grove Bank & Trust
Florida
$12K -$5.64K -90 -32%
AC
725
Alexandria Capital
Virginia
$12K

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.