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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
SIC
826
Salem Investment Counselors
North Carolina
$33K +$31.5K +400 New
HL
827
Harding Loevner
New Jersey
$32K
FANJ
828
Financial Architects (New Jersey)
New Jersey
$31K +$8.27K +105 +39%
CBT
829
Capital Bank & Trust
California
$29K
GT
830
Greenleaf Trust
Michigan
$28K -$22.2K -282 -46%
AF
831
Allworth Financial
California
$28K -$158 -2 -0.6%
CHC
832
City Holding Co
West Virginia
$28K
JCM
833
Jacobi Capital Management
Pennsylvania
$27K +$7.88K +100 +44%
AWM
834
AllSquare Wealth Management
New York
$26K
CPA
835
Cowen Prime Advisors
New York
$25K -$2.22M -28,160 -99%
RFA
836
Reilly Financial Advisors
California
$25K +$5.91K +75 +34%
SFM
837
Signet Financial Management
New Jersey
$25K +$23.6K +300 New
DWA
838
Divergent Wealth Advisors
Utah
$24K +$22.6K +287 New
OFW
839
Omnia Family Wealth
Florida
$23K
WCM
840
Whitener Capital Management
North Carolina
$23K
FEG
841
Financial Enhancement Group
Indiana
$23K +$21.3K +271 New
LF
842
Lee Financial
Texas
$22K -$10.4K -132 -34%
TL
843
TrueWealth LLC
Georgia
$22K -$10.4K -132 -34%
SIM
844
Sonora Investment Management
Arizona
$21.1K -$158K -2,000 -89%
MGIA
845
Moneta Group Investment Advisors
Missouri
$21K +$19.4K +246 +6,150%
WPA
846
West Paces Advisors
Georgia
$20.5K
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$3.78K +48 +25%
PCA
848
Providence Capital Advisors
North Carolina
$18K
FWM
849
Focused Wealth Management
New York
$17K
HR
850
Howe & Rusling
New York
$17K

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.