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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
DWT
701
Dorsey & Whitney Trust
South Dakota
$272K +$257K +3,259 New
EWM
702
Evercore Wealth Management
New York
$264K -$10.6K -135 -4%
MCWS
703
McKinley Carter Wealth Services
West Virginia
$264K +$249K +3,160 New
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$263K +$19.1K +243 +8%
CIC
705
Chilton Investment Company
Connecticut
$263K +$248K +3,151 New
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$262K +$247K +3,136 New
ZDA
707
Zweig-DiMenna Associates
New York
$259K +$244K +3,100 New
CBU
708
CIBC Bank USA
Illinois
$257K -$4.73K -60 -2%
SWM
709
Segment Wealth Management
Texas
$255K -$22.9K -291 -9%
SFA
710
Sequoia Financial Advisors
Ohio
$254K +$240K +3,046 New
SCM
711
Stonebridge Capital Management
California
$253K -$250K -3,175 -51%
CG
712
Clinton Group
New York
$253K +$239K +3,033 New
BCM
713
Becker Capital Management
Oregon
$253K +$239K +3,035 New
AMCA
714
Arthur M. Cohen & Associates
Illinois
$252K
QCIG
715
Quad-Cities Investment Group
Iowa
$251K +$236K +3,001 New
ZF
716
Zhang Financial
Michigan
$250K +$19.6K +249 +9%
ADBIC
717
A.D. Beadell Investment Counsel
Wisconsin
$250K +$236K +3,000 New
GH
718
GAM Holding
Switzerland
$249K -$375K -4,764 -61%
SLT
719
St Louis Trust
Missouri
$247K
ASN
720
Advisory Services Network
Georgia
$246K +$40.9K +519 +21%
PA
721
Pinnacle Associates
New York
$246K +$232K +2,948 New
FHB
722
First Hawaiian Bank
Hawaii
$243K +$229K +2,909 New
PCM
723
Princeton Capital Management
New Jersey
$238K +$224K +2,845 New
GIA
724
Guyasuta Investment Advisors
Pennsylvania
$237K +$2.68K +34 +1%
HNB
725
Huntington National Bank
Ohio
$236K +$16.9K +214 +8%

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.