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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
WIM
826
Westside Investment Management
California
$5.72K -$893 -13 -14%
KF
827
Krilogy Financial
Missouri
$5K -$35.6K -518 -89%
MSFP
828
Mark Sheptoff Financial Planning
Connecticut
$5K
PFGIA
829
Patriot Financial Group Insurance Agency
Massachusetts
$5K
JWA
830
JFS Wealth Advisors
Pennsylvania
$5K +$5.15K +75 New
FMA
831
FNY Managed Accounts
New York
$4K -$12.8K -186 -75%
RIM
832
Ranger Investment Management
Texas
$4K
TWA
833
TCI Wealth Advisors
Arizona
$4K
MFT
834
Moisand Fitzgerald Tamayo
Florida
$3K -$45.6K -664 -93%
TG
835
TLP Group
Illinois
$3K -$18.1K -263 -87%
DAM
836
Delta Asset Management
Tennessee
$3K
AAP
837
Arax Advisory Partners
Colorado
$3K +$412 +6 +13%
SQA
838
Simon Quick Advisors
New Jersey
$3K +$2.68K +39 New
IBOK
839
Independence Bank of Kentucky
Kentucky
$3K +$3.16K +46 New
PW
840
Price Wealth
Texas
$3K +$3.43K +50 New
JFA
841
JNBA Financial Advisors
Minnesota
$2K
Financial Engines Advisors
842
Financial Engines Advisors
California
$2K +$1.58K +23 New
THWM
843
Taylor Hoffman Wealth Management
Virginia
$2K +$2.06K +30 New
FMP
844
Financial Management Professionals
Texas
$1K
MWM
845
Mascoma Wealth Management
New Hampshire
$1K
PCFFS
846
Pacific Center for Financial Services
California
$1K
GWS
847
Glassman Wealth Services
Virginia
$1K +$275 +4 +133%
AWM
848
Aevitas Wealth Management
Massachusetts
$1K +$687 +10 New
CAM
849
ClariVest Asset Management
California
$1K +$687 +10 New
PO
850
Private Ocean
California
$1K +$1.03K +15 New

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.