We are live on ! Find out more

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
S
751
SignatureFD
Georgia
$180K +$170K +2,161 New
IDBONY
752
Israel Discount Bank of New York
New York
$173K
VCM
753
Vigilant Capital Management
Maine
$166K +$20.2K +257 +15%
CS
754
Credential Securities
$154K -$14.7K -186 -9%
PG
755
Patten Group
Tennessee
$150K
GFP
756
Gryphon Financial Partners
Ohio
$146K -$1.02K -13 -0.7%
SNT
757
Security National Trust
West Virginia
$146K
FAM
758
Foresters Asset Management
Ontario, Canada
$144K
VFA
759
Valeo Financial Advisors
Indiana
$137K -$9.22K -117 -7%
Fuller & Thaler Asset Management
760
Fuller & Thaler Asset Management
California
$134K -$110K -1,400 -47%
MCM
761
McKinley Capital Management
Alaska
$134K +$126K +1,600 New
IIC
762
Integrated Investment Consultants
Michigan
$134K +$126K +1,603 New
RCAG
763
Rehmann Capital Advisory Group
Michigan
$130K +$123K +1,559 New
PCG
764
Private Capital Group
Connecticut
$128K -$34.7K -440 -22%
MOS
765
MGO One Seven
Ohio
$128K -$10.2K -130 -8%
FIB
766
First Interstate Bank
Montana
$126K -$90.2K -1,145 -43%
SIAS
767
Shine Investment Advisory Services
Colorado
$121K -$11.9K -151 -9%
IWP
768
Icon Wealth Partners
Texas
$114K -$31.2K -396 -23%
AC
769
Avestar Capital
New York
$113K +$10.2K +130 +9%
FHA
770
First Horizon Advisors
Tennessee
$110K -$2.13K -27 -2%
GCM
771
Gables Capital Management
Florida
$109K +$102K +1,300 New
EMG
772
ETF Managers Group
New Jersey
$107K +$12.9K +164 +14%
PCP
773
Proficio Capital Partners
Massachusetts
$106K +$43.3K +550 +77%
CAPTRUST Financial Advisors
774
CAPTRUST Financial Advisors
North Carolina
$103K -$109K -1,382 -52%
QCG
775
Quadrant Capital Group
Ohio
$100K +$3.07K +39 +3%

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.