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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
OC
851
Oakworth Capital
Alabama
$17K
PWM
852
Perigon Wealth Management
California
$17K
FCAG
853
First Capital Advisors Group
New Jersey
$17K +$15.6K +198 New
AP
854
Advisors Preferred
Maryland
$16K -$3.39K -43 -18%
EARNEST Partners
855
EARNEST Partners
Georgia
$16K
HMS
856
Hanseatic Management Services
New Mexico
$16K +$15.2K +193 New
FRA
857
Front Row Advisors
California
$15K +$13.8K +175 New
ACS
858
Archford Capital Strategies
Illinois
$15K +$16.9K +215 New
CCM
859
Cribstone Capital Management
Maine
$14K -$1.58K -20 -11%
AWA
860
Acorn Wealth Advisors
Michigan
$14K
CAC
861
Certified Advisory Corp
Florida
$14K
KF
862
Krilogy Financial
Missouri
$14K +$7.88K +100 +152%
WAP
863
Wealthcare Advisory Partners
Pennsylvania
$13K -$1.1K -14 -8%
GAM
864
Gemmer Asset Management
California
$13K
GI
865
Gradient Investments
Minnesota
$13K
RIA
866
RPG Investment Advisory
California
$13K
SFG
867
SevenBridge Financial Group
Pennsylvania
$13K
SP
868
SWS Partners
Ohio
$13K
GEA
869
Glen Eagle Advisors
New Jersey
$12.5K
WPW
870
Winthrop Partners - WNY
New York
$12.3K +$11.8K +150 New
HI
871
Hudock Inc
Pennsylvania
$12K +$11.8K +150 New
VCM
872
Versant Capital Management
Arizona
$11K -$236 -3 -2%
ST
873
Sageworth Trust
Pennsylvania
$11K +$9.93K +126 +3,150%
TC
874
Trilogy Capital
California
$11K +$10.6K +135 New
Nomura Holdings
875
Nomura Holdings
Japan
$10.4K +$6.62M +84,069 +206%

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.