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1,628 hedge funds and large institutions have $72.2B invested in Zoetis in 2023 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 655 increasing their positions, 578 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 72

13% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 578

5% more funds holding

Funds holding: 1,5561,628 (+72)

2% more capital invested

Capital invested by funds: $70.9B → $72.2B (+$1.25B)

9.09% less ownership

Funds ownership: 99.6%90.5% (-9.1%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

20% less call options, than puts

Call options by funds: $242M | Put options by funds: $301M

Holders
1,628
Holders Change
+72
Holders Change %
+4.63%
% of All Funds
25.56%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.39%
New
157
Increased
655
Reduced
578
Closed
72
Calls
$242M
Puts
$301M
Net Calls
-$58.8M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
776
Gladstone Institutional Advisory
Florida
$1.39M -$77.5K -448 -5%
BCM
777
Bridgeway Capital Management
Texas
$1.38M
VRS
778
Virginia Retirement Systems
Virginia
$1.38M
DAM
779
Deltec Asset Management
New York
$1.38M +$1.38M +8,000 New
PWS
780
Peloton Wealth Strategists
Indiana
$1.38M -$3.46K -20 -0.2%
WI
781
Wintrust Investments
Illinois
$1.37M +$1.37M +7,952 New
Acadian Asset Management
782
Acadian Asset Management
Massachusetts
$1.36M -$1.78M -10,292 -56%
KWM
783
Keebeck Wealth Management
Illinois
$1.35M
SCP
784
Shorepoint Capital Partners
Massachusetts
$1.34M +$199K +1,150 +17%
HW
785
Hedeker Wealth
Illinois
$1.33M -$23.5K -136 -2%
ECM
786
Endurant Capital Management
California
$1.32M -$133K -771 -9%
DWP
787
Daymark Wealth Partners
Ohio
$1.31M +$620K +3,587 +89%
SVWAG
788
Sound View Wealth Advisors Group
Georgia
$1.3M +$24.7K +143 +2%
SP
789
Symmetry Partners
Connecticut
$1.29M
WF
790
WoodTrust Financial
Wisconsin
$1.29M -$28.4K -164 -2%
DLA
791
Douglas Lane & Associates
New York
$1.29M +$166K +960 +15%
TI
792
Tidal Investments
Wisconsin
$1.27M +$70.5K +408 +6%
FFM
793
Forum Financial Management
Illinois
$1.26M +$4.67K +27 +0.4%
SF
794
Summit Financial
New Jersey
$1.26M -$122K -705 -9%
IAS
795
Investment Advisory Services
Texas
$1.25M -$7.61K -44 -0.6%
SC
796
Savant Capital
Illinois
$1.25M +$475K +2,746 +61%
STA
797
Summit Trail Advisors
New York
$1.24M +$921K +5,327 +283%
NF
798
Nvest Financial
New Hampshire
$1.24M +$182K +1,050 +17%
CCM
799
Coldstream Capital Management
Washington
$1.23M +$52K +301 +4%
GCAC
800
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.23M -$519K -3,000 -30%

ZTS Hedge Fund Activity: Q2 2023 in Review

1,628 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q2 2023, worth a combined $72.2B — up 1.8% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new ZTS positions and 72 closed out — a net gain of 85 holders — while 655 added to existing stakes and 578 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $205M. The largest seller was OFI Invest Asset Management, cutting an estimated $6.5B.

  • 1,628 institutional investors held Zoetis (ZTS) as of Q2 2023, up from 1,556 in Q1 2023.
  • Funds reported $72.2B of Zoetis stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 157 funds opened new Zoetis positions in Q2 2023 and 72 closed out, a net change of +85 holders.
  • The largest Zoetis buyer in Q2 2023 was Janus Henderson Group, an estimated $205M added.
  • The largest Zoetis seller in Q2 2023 was OFI Invest Asset Management, an estimated $6.5B sold.

Based on aggregated 13F filings for Q2 2023.