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
LFA
726
Legacy Financial Advisors
Kentucky
$102K +$98.1K +1,429 New
FHA
727
First Horizon Advisors
Tennessee
$96K +$6.94K +101 +8%
FPS
728
Fieldpoint Private Securities
Connecticut
$93K -$948K -13,810 -91%
AC
729
Avestar Capital
New York
$93K +$102K +1,478 New
IWM
730
IHT Wealth Management
Illinois
$90K +$69 +1 +0.1%
ST
731
Smithfield Trust
Pennsylvania
$87K +$40.6K +591 +96%
KLWA
732
Kelly Lawrence W & Associates
California
$83K
EMG
733
ETF Managers Group
New Jersey
$83K +$11.3K +164 +17%
QCG
734
Quadrant Capital Group
Ohio
$82K
WTC
735
WhitTier Trust Company
Nevada
$79K
CPIG
736
Chicago Partners Investment Group
Illinois
$78K +$2.2K +32 +3%
HFP
737
Holistic Financial Partners
Indiana
$78K +$74K +1,078 New
SLF
738
Sun Life Financial
Ontario, Canada
$77K -$175K -2,546 -70%
SBL
739
Sargent Bickham Lagudis
Colorado
$76K
POIA
740
Pin Oak Investment Advisors
Texas
$76K +$72.7K +1,058 New
RFWA
741
RPg Family Wealth Advisory
Massachusetts
$75.1K
SFSIG
742
San Francisco Sentry Investment Group
California
$66K
SWA
743
Sutton Wealth Advisors
Florida
$63.5K
RWA
744
Ropes Wealth Advisors
Massachusetts
$62K
UMA
745
USA Mutuals Advisors
Texas
$60K +$57.7K +840 New
PMFA
746
Plante Moran Financial Advisors
Michigan
$55K +$43.3K +630 +467%
OIA
747
OneDigital Investment Advisors
Kansas
$54K +$36.9K +537 +245%
SPI
748
Santori & Peters Inc
Pennsylvania
$53K +$50.8K +739 New
PCP
749
Proficio Capital Partners
Massachusetts
$51K +$33.4K +487 +215%
PFBT
750
Parkside Financial Bank & Trust
Missouri
$46K +$1.44K +21 +3%

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.