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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
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$46K +$43.8K +637 New
FMII
752
Farmers & Merchants Investments Inc
Nebraska
$45K +$962 +14 +2%
NCM
753
Noesis Capital Mangement
Florida
$45K +$42.7K +621 New
GT
754
Greenleaf Trust
Michigan
$44K -$8.17K -119 -16%
CTA
755
Carillon Tower Advisers
Florida
$43.7K +$41.7M +606,584 New
TSW
756
Thompson Siegel & Walmsley
Virginia
$42K -$8.59K -125 -18%
KJWM
757
Kiley Juergens Wealth Management
Washington
$41K +$40K +582 New
AIM
758
Anchor Investment Management
South Carolina
$40.6K +$9.48K +138 +32%
AF
759
Advisornet Financial
Minnesota
$38K +$36.5K +531 New
AIL
760
AGF Investments LLC
Ontario, Canada
$37K -$10.2K -148 -22%
MWM
761
MinichMacGregor Wealth Management
New York
$37K +$13.7K +200 +63%
MRCM
762
M&R Capital Management
New Jersey
$36K
FGC
763
Financial Gravity Companies
Texas
$36K +$32.5K +473 New
MCM
764
Manchester Capital Management
Vermont
$36K +$34.2K +498 New
CAW
765
Cornerstone Advisors (Washington)
Washington
$35K
OPWM
766
Oak Point Wealth Management
Michigan
$35K +$33.4K +487 New
AIM
767
Assured Investment Management
New York
$34K +$32.6K +474 New
KA
768
Kaizen Advisory
Illinois
$34K +$32.8K +477 New
FCMT
769
Founders Capital Management (Texas)
Texas
$33K
WWM
770
Willingdon Wealth Management
North Carolina
$33K
AFNAS
771
American Financial Network Advisory Services
California
$31K +$19.9K +290 +201%
CFA
772
Carroll Financial Associates
North Carolina
$30K
DBT
773
Dubuque Bank & Trust
Iowa
$30K +$1.24K +18 +5%
GRP
774
Global Retirement Partners
California
$28K +$2.2K +32 +9%
LF
775
Lee Financial
Texas
$28K +$24.9K +362 +1,131%

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.