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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
TL
776
TrueWealth LLC
Georgia
$28K +$26.8K +390 New
HL
777
Harding Loevner
New Jersey
$27K
Twin Tree Management
778
Twin Tree Management
Texas
$26K -$79.6K -1,159 -76%
CBT
779
Capital Bank & Trust
California
$25K
TCOV
780
Trust Company of Vermont
Vermont
$25K
AF
781
Allworth Financial
California
$24K +$275 +4 +1%
CHC
782
City Holding Co
West Virginia
$24K +$18K +262 +340%
AWM
783
AllSquare Wealth Management
New York
$22K
DCM
784
Delpha Capital Management
New York
$22K +$21.4K +312 New
GWM
785
Geneos Wealth Management
Colorado
$21K
WA
786
Winfield Associates
Ohio
$21K +$2.33K +34 +14%
WCM
787
Whitener Capital Management
North Carolina
$20K +$19.2K +280 New
OFW
788
Omnia Family Wealth
Florida
$19K
FANJ
789
Financial Architects (New Jersey)
New Jersey
$19K +$5.97K +87 +49%
WTB
790
Washington Trust Bank
Washington
$18K
WPA
791
West Paces Advisors
Georgia
$17.7K
AP
792
Advisors Preferred
Maryland
$17K -$50.1K -730 -76%
JCM
793
Jacobi Capital Management
Pennsylvania
$17K +$1.37K +20 +10%
DOA
794
D'Orazio & Associates
Virginia
$16K
RFA
795
Reilly Financial Advisors
California
$16K
GBT
796
Grove Bank & Trust
Florida
$16K +$2.06K +30 +15%
PCA
797
Providence Capital Advisors
North Carolina
$15K +$14.8K +215 New
Carson Wealth (CWM LLC)
798
Carson Wealth (CWM LLC)
Nebraska
$14K -$3.16K -46 -19%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
FWM
800
Focused Wealth Management
New York
$14K

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.