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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
LNB
876
Ledyard National Bank
$10K -$473 -6 -5%
DSN
877
D. Scott Neal
Kentucky
$10K
HI
878
Harrington Investments
California
$10K +$9.22K +117 New
CCA
879
Clearwater Capital Advisors
Illinois
$10K +$9.85K +125 New
MPWT
880
MassMutual Private Wealth & Trust
Connecticut
$8.27K
MSA
881
Marino Stram & Associates
Massachusetts
$8K
TFO
882
Tarbox Family Office
California
$8K +$315 +4 +5%
GWS
883
Glassman Wealth Services
Virginia
$8K +$7.09K +90 +1,286%
CHP
884
Cable Hill Partners
Oregon
$8K +$7.96K +101 New
DOA
885
D'Orazio & Associates
Virginia
$7K -$10.6K -134 -61%
VNA
886
Valley National Advisers
Pennsylvania
$7K
CIM
887
Contravisory Investment Management
Massachusetts
$7K +$6.7K +85 New
TJHA
888
Thomas J. Herzfeld Advisors
Florida
$7K +$6.7K +85 New
JWA
889
JFS Wealth Advisors
Pennsylvania
$6K
MSFP
890
Mark Sheptoff Financial Planning
Connecticut
$6K
PFGIA
891
Patriot Financial Group Insurance Agency
Massachusetts
$6K
RIM
892
Ranger Investment Management
Texas
$6K +$630 +8 +14%
AAP
893
Arax Advisory Partners
Colorado
$6K +$1.97K +25 +49%
WC
894
Whitney & Co
New York
$6K +$5.99K +76 New
JA
895
JOYN Advisors
Georgia
$5K +$4.73K +60 New
WIM
896
Westside Investment Management
California
$4.79K -$1.42K -18 -23%
CTB
897
Country Trust Bank
Illinois
$4K -$3.39K -43 -50%
PK
898
Pflug Koory
Nebraska
$4K -$2.76K -35 -43%
TWA
899
TCI Wealth Advisors
Arizona
$4K
MIFH
900
Migdal Insurance & Financial Holdings
Israel
$4K +$3.54K +45 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.