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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
ST
776
Smithfield Trust
Pennsylvania
$97K -$3.47K -44 -4%
KLWA
777
Kelly Lawrence W & Associates
California
$96K
GLI
778
Guardian Life Insurance
New York
$94K -$37.2K -472 -30%
WTC
779
WhitTier Trust Company
Nevada
$92K
HFP
780
Holistic Financial Partners
Indiana
$90K
SBL
781
Sargent Bickham Lagudis
Colorado
$88K
DWM
782
Destination Wealth Management
California
$85K +$102K +1,299 New
SFSIG
783
San Francisco Sentry Investment Group
California
$81K +$5.51K +70 +8%
LFA
784
Legacy Financial Advisors
Kentucky
$80K -$36.2K -459 -32%
IWM
785
IHT Wealth Management
Illinois
$80K -$17.8K -226 -19%
PMFA
786
Plante Moran Financial Advisors
Michigan
$76K +$11.2K +142 +19%
SWA
787
Sutton Wealth Advisors
Florida
$73.7K
BCA
788
Bray Capital Advisors
Florida
$73K +$68.7K +872 New
CIP
789
Convergence Investment Partners
Florida
$72K +$67.7K +860 New
RWA
790
Ropes Wealth Advisors
Massachusetts
$71K
OIA
791
OneDigital Investment Advisors
Kansas
$70K +$5.91K +75 +10%
VCM
792
Virtue Capital Management
Tennessee
$70K +$65K +825 New
WDL
793
Well Done LLC
Michigan
$67K +$63.3K +804 New
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K -$78.8K -1,000 -58%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$55K +$1.18K +15 +2%
IFAM
796
Institutional & Family Asset Management
Colorado
$54K +$51.1K +649 New
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$52K
CPIG
798
Chicago Partners Investment Group
Illinois
$49K -$39.3K -499 -46%
TSW
799
Thompson Siegel & Walmsley
Virginia
$48K
AIM
800
Anchor Investment Management
South Carolina
$47K

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.