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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
GRP
801
Global Retirement Partners
California
$46K +$12.3K +156 +40%
MYIA
802
Mount Yale Investment Advisors
Colorado
$43K +$40.2K +510 New
MCM
803
Manchester Capital Management
Vermont
$42K
MRCM
804
M&R Capital Management
New Jersey
$42K
KCPG
805
Kavar Capital Partners Group
Kansas
$42K +$39.4K +500 New
AF
806
Advisornet Financial
Minnesota
$41K -$3.31K -42 -8%
CAW
807
Cornerstone Advisors (Washington)
Washington
$41K
OPWM
808
Oak Point Wealth Management
Michigan
$40K
FCMT
809
Founders Capital Management (Texas)
Texas
$39K
LWA
810
Lenox Wealth Advisors
New York
$39K +$22.1K +281 +150%
WWM
811
Willingdon Wealth Management
North Carolina
$38K
TCOV
812
Trust Company of Vermont
Vermont
$37K +$7.56K +96 +27%
GWM
813
Geneos Wealth Management
Colorado
$37K +$11.8K +150 +51%
DBT
814
Dubuque Bank & Trust
Iowa
$36K +$1.1K +14 +3%
Carson Wealth (CWM LLC)
815
Carson Wealth (CWM LLC)
Nebraska
$36K +$19.1K +243 +128%
RWP
816
RWA Wealth Partners
Massachusetts
$36K +$34K +432 New
WF
817
WealthTrust Fairport
Ohio
$36K +$34.4K +437 New
CFA
818
Carroll Financial Associates
North Carolina
$35K
MWM
819
MinichMacGregor Wealth Management
New York
$34K -$8.27K -105 -20%
BCP
820
Blackhawk Capital Partners
Wisconsin
$34K +$31.9K +405 New
RPG
821
Risk Paradigm Group
Texas
$33.4K -$148K -1,885 -82%
MUS
822
Mitsubishi UFJ Securities
Japan
$33K -$91.4K -1,160 -75%
EDRH
823
Edmond de Rothschild Holding
Switzerland
$33K +$22.8K +290 +290%
AP
824
Atwood & Palmer
Missouri
$33K +$31.5K +400 New
APP
825
Avantax Planning Partners
Iowa
$33K +$31.5K +400 New

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.