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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
AS
1001
Altshuler Shaham
Israel
$9K -$454 -5 -6%
AWM
1002
Arbor Wealth Management
Florida
$9K
DOA
1003
D'Orazio & Associates
Virginia
$9K
FPB
1004
First PREMIER Bank
South Dakota
$9K
TFO
1005
Tarbox Family Office
California
$9K
TFS
1006
TrustCore Financial Services
Tennessee
$9K
WB
1007
Webster Bank
Connecticut
$9K
GT
1008
Glenmede Trust
Pennsylvania
$8.08K -$443K -4,878 -6%
PWM
1009
PRW Wealth Management
Massachusetts
$8K
IWP
1010
Icon Wealth Partners
Texas
$8K +$7.63K +84 New
CBT
1011
Capital Bank & Trust
California
$7K -$58.5K -644 -90%
EIM
1012
Essex Investment Management
Massachusetts
$7K -$49.8K -548 -89%
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$7K
MSA
1014
Marino Stram & Associates
Massachusetts
$7K +$91 +1 +1%
CIA
1015
CSat Investment Advisory
Michigan
$7K +$363 +4 +6%
1NWS
1016
1 North Wealth Services
Maryland
$7K +$1.45K +16 +29%
LFG
1017
Larson Financial Group
Missouri
$7K +$5.99K +66 New
PK
1018
Pflug Koory
Nebraska
$5K
RIM
1019
Ranger Investment Management
Texas
$5K
BWM
1020
Baystate Wealth Management
Massachusetts
$5K +$4.54K +50 New
AA
1021
Advisory Alpha
Michigan
$4.68K +$4.18K +46 New
CFA
1022
Camarda Financial Advisors
Florida
$4K +$3.18K +35 New
WCG
1023
Weaver Consulting Group
California
$4K +$3.45K +38 New
SCM
1024
Shelton Capital Management
Colorado
$3.72K -$304K -3,344 -90%
EI
1025
Ellevest Inc
New York
$3K

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.