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1,041 hedge funds and large institutions have $44B invested in Zoetis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 418 increasing their positions, 375 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 92

19% more capital invested

Capital invested by funds: $36.9B → $44B (+$7.14B)

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

11% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 375

1% more funds holding

Funds holding: 1,0281,041 (+13)

0.61% more ownership

Funds ownership: 90.98%91.58% (+0.61%)

58% less call options, than puts

Call options by funds: $152M | Put options by funds: $358M

Holders
1,041
Holders Change
+13
Holders Change %
+1.26%
% of All Funds
22.53%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
114
Increased
418
Reduced
375
Closed
92
Calls
$152M
Puts
$358M
Net Calls
-$206M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
801
InterOcean Capital
Illinois
$288K -$7.45K -82 -3%
AP
802
Atwood & Palmer
Missouri
$287K
AFC
803
AFT Forsyth & Company
Florida
$286K +$5.45K +60 +2%
NFG
804
Next Financial Group
Texas
$285K +$199K +2,193 +343%
NFH
805
NEXT Financial Holdings
Texas
$285K +$257K +2,832 New
BCWM
806
Blue Chip Wealth Management
Florida
$285K +$257K +2,835 New
KWM
807
Kingsview Wealth Management
Oregon
$282K +$254K +2,798 New
CGL
808
Clarius Group LLC
Washington
$281K +$253K +2,788 New
SWM
809
Segment Wealth Management
Texas
$279K -$22.3K -246 -8%
PA
810
Parallel Advisors
California
$279K -$5.27K -58 -2%
MWPCG
811
Measured Wealth Private Client Group
New Hampshire
$279K +$251K +2,769 New
SS
812
Simplicity Solutions
Minnesota
$275K -$80.6K -888 -25%
PCA
813
Peddock Capital Advisors
Massachusetts
$273K +$17.6K +194 +8%
CCA
814
Checchi Capital Advisers
California
$268K -$10.7K -118 -4%
SVWA
815
Sound View Wealth Advisors
Georgia
$265K -$58.7K -646 -20%
AQA
816
Alpha Quant Advisors
Texas
$263K -$51.8K -570 -18%
S
817
SignatureFD
Georgia
$260K -$87.6K -965 -27%
EWA
818
EP Wealth Advisors
California
$257K +$232K +2,552 New
RCAG
819
Rehmann Capital Advisory Group
Michigan
$257K +$8.81K +97 +4%
BJL
820
Brighton Jones LLC
Washington
$255K +$230K +2,538 New
WSC
821
Wellington Shields & Co
New York
$252K -$291K -3,200 -56%
MAA
822
Mraz Amerine & Associates
California
$252K -$53.2K -586 -19%
ADBIC
823
A.D. Beadell Investment Counsel
Wisconsin
$251K
WGA
824
Weather Gauge Advisory
Virginia
$251K +$91 +1 +0%
WIA
825
Wealthstreet Investment Advisors
Texas
$250K

ZTS Hedge Fund Activity: Q1 2019 in Review

1,041 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2019, worth a combined $44B — up 19% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ZTS positions and 92 closed out — a net gain of 22 holders — while 418 added to existing stakes and 375 trimmed.

The largest buyer was Millennium Management, adding an estimated $132M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 1,041 institutional investors held Zoetis (ZTS) as of Q1 2019, up from 1,028 in Q4 2018.
  • Funds reported $44B of Zoetis stock for Q1 2019, up 19% quarter-over-quarter.
  • 114 funds opened new Zoetis positions in Q1 2019 and 92 closed out, a net change of +22 holders.
  • The largest Zoetis buyer in Q1 2019 was Millennium Management, an estimated $132M added.
  • The largest Zoetis seller in Q1 2019 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q1 2019.