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1,112 hedge funds and large institutions have $54B invested in Zoetis in 2019 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 412 increasing their positions, 436 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

10% more call options, than puts

Call options by funds: $221M | Put options by funds: $200M

9% more capital invested

Capital invested by funds: $49.4B → $54B (+$4.65B)

4% more funds holding

Funds holding: 1,0711,112 (+41)

0.16% less ownership

Funds ownership: 90.96%90.79% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 436

Holders
1,112
Holders Change
+41
Holders Change %
+3.83%
% of All Funds
24.38%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.12%
New
108
Increased
412
Reduced
436
Closed
61
Calls
$221M
Puts
$200M
Net Calls
+$20.7M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
776
Benjamin F. Edwards & Company
Missouri
$516K +$111K +919 +29%
SWM
777
Segment Wealth Management
Texas
$514K +$166K +1,378 +50%
HFM
778
Harvest Fund Management
China
$513K +$40.8K +338 +9%
BCWM
779
Blue Chip Wealth Management
Florida
$513K +$78.7K +652 +19%
SFA
780
Sequoia Financial Advisors
Ohio
$510K +$13.9K +115 +3%
WIM
781
Wittenberg Investment Management
Massachusetts
$507K -$79.4K -658 -14%
CPA
782
Capital Planning Advisors
California
$506K +$491K +4,065 New
MCWS
783
McKinley Carter Wealth Services
West Virginia
$505K +$241 +2 +0%
WI
784
Wintrust Investments
Illinois
$504K +$27.9K +231 +6%
BOPW
785
Brandywine Oak Private Wealth
Pennsylvania
$502K -$12.4K -103 -2%
USAA
786
United Services Automobile Association
Texas
$495K -$48.1M -398,727 -99%
OWA
787
Outlook Wealth Advisors
Texas
$495K +$3.86K +32 +0.8%
SPC
788
Sigma Planning Corp
Michigan
$492K +$477K +3,952 New
NICM
789
Neo Ivy Capital Management
New York
$485K +$464K +3,840 New
MPI
790
Mairs & Power Inc
Minnesota
$482K +$3.38K +28 +0.7%
HM
791
Harvest Management
New York
$473K
PIA
792
Pinion Investment Advisors
Kansas
$471K +$19.3K +160 +4%
Lido Advisors
793
Lido Advisors
California
$471K +$457K +3,782 New
SCM
794
Shelton Capital Management
Colorado
$463K
GIA
795
Guyasuta Investment Advisors
Pennsylvania
$461K
CBU
796
CIBC Bank USA
Illinois
$459K +$18K +149 +4%
HAG
797
HighPoint Advisor Group
Illinois
$458K +$35.2K +292 +8%
BCM
798
BlueCrest Capital Management
Jersey
$453K +$439K +3,633 New
GFPC
799
Global Financial Private Capital
Florida
$452K -$5.55K -46 -1%
ACP
800
Ashfield Capital Partners
California
$450K +$169K +1,400 +63%

ZTS Hedge Fund Activity: Q3 2019 in Review

1,112 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q3 2019, worth a combined $54B — up 9.4% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ZTS positions and 61 closed out — a net gain of 47 holders — while 412 added to existing stakes and 436 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 1,112 institutional investors held Zoetis (ZTS) as of Q3 2019, up from 1,071 in Q2 2019.
  • Funds reported $54B of Zoetis stock for Q3 2019, up 9.4% quarter-over-quarter.
  • 108 funds opened new Zoetis positions in Q3 2019 and 61 closed out, a net change of +47 holders.
  • The largest Zoetis buyer in Q3 2019 was Fidelity Investments, an estimated $434M added.
  • The largest Zoetis seller in Q3 2019 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2019.