We are live on ! Find out more

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
CAPTRUST Financial Advisors
701
CAPTRUST Financial Advisors
North Carolina
$191K +$180K +2,615 +7,924%
HNB
702
Huntington National Bank
Ohio
$188K -$15.7K -229 -8%
ASN
703
Advisory Services Network
Georgia
$175K +$49.5K +721 +42%
RPG
704
Risk Paradigm Group
Texas
$165K +$1.92K +28 +1%
SIM
705
Sonora Investment Management
Arizona
$162K
PA
706
Parallel Advisors
California
$162K +$5.43K +79 +4%
PCA
707
Peddock Capital Advisors
Massachusetts
$161K
SPIA
708
Steward Partners Investment Advisory
New York
$155K +$25.3K +369 +21%
IDBONY
709
Israel Discount Bank of New York
New York
$149K
VIA
710
Virtus Investment Advisers
Connecticut
$148K -$7.28K -106 -5%
CS
711
Credential Securities
$147K +$30.7K +447 +28%
PG
712
Patten Group
Tennessee
$130K
BTIS
713
BB&T Investment Services
North Carolina
$128K +$18.5K +269 +17%
VFA
714
Valeo Financial Advisors
Indiana
$127K +$22.5K +327 +23%
IWP
715
Icon Wealth Partners
Texas
$127K +$121K +1,757 New
GFP
716
Gryphon Financial Partners
Ohio
$127K +$121K +1,763 New
SNT
717
Security National Trust
West Virginia
$126K
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K
VCM
719
Vigilant Capital Management
Maine
$125K +$4.12K +60 +4%
PGA
720
Premia Global Advisors
Florida
$122K +$117K +1,706 New
MOS
721
MGO One Seven
Ohio
$120K +$114K +1,663 New
SIAS
722
Shine Investment Advisory Services
Colorado
$115K -$44.4K -647 -29%
GLI
723
Guardian Life Insurance
New York
$115K +$33K +481 +43%
MUS
724
Mitsubishi UFJ Securities
Japan
$112K -$24K -350 -18%
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
$108K +$103K +1,500 New

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.