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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
HR
801
Howe & Rusling
New York
$14K
OC
802
Oakworth Capital
Alabama
$14K
EARNEST Partners
803
EARNEST Partners
Georgia
$14K +$13.1K +190 New
PWM
804
Perigon Wealth Management
California
$14K +$13.7K +200 New
CCM
805
Cribstone Capital Management
Maine
$13K +$2.33K +34 +23%
LWA
806
Lenox Wealth Advisors
New York
$13K +$12.8K +187 New
WAP
807
Wealthcare Advisory Partners
Pennsylvania
$12K +$893 +13 +8%
GI
808
Gradient Investments
Minnesota
$12K +$11.1K +161 New
SP
809
SWS Partners
Ohio
$12K +$11.2K +163 New
AWA
810
Acorn Wealth Advisors
Michigan
$12K +$11.4K +166 New
CAC
811
Certified Advisory Corp
Florida
$12K +$12.2K +178 New
GAM
812
Gemmer Asset Management
California
$11K
SFG
813
SevenBridge Financial Group
Pennsylvania
$11K
RIA
814
RPG Investment Advisory
California
$11K +$3.43K +50 +50%
GEA
815
Glen Eagle Advisors
New Jersey
$10.8K
VCM
816
Versant Capital Management
Arizona
$10K -$275 -4 -3%
DSN
817
D. Scott Neal
Kentucky
$9K
LNB
818
Ledyard National Bank
$9K
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$7.13K -$137 -2 -2%
EDRH
820
Edmond de Rothschild Holding
Switzerland
$7K
MSA
821
Marino Stram & Associates
Massachusetts
$7K +$6.8K +99 New
CTB
822
Country Trust Bank
Illinois
$6K -$2.47K -36 -30%
VNA
823
Valley National Advisers
Pennsylvania
$6K -$1.58K -23 -21%
PK
824
Pflug Koory
Nebraska
$6K
TFO
825
Tarbox Family Office
California
$6K +$549 +8 +10%

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.