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1,112 hedge funds and large institutions have $54B invested in Zoetis in 2019 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 412 increasing their positions, 436 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

10% more call options, than puts

Call options by funds: $221M | Put options by funds: $200M

9% more capital invested

Capital invested by funds: $49.4B → $54B (+$4.65B)

4% more funds holding

Funds holding: 1,0711,112 (+41)

0.16% less ownership

Funds ownership: 90.96%90.79% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 436

Holders
1,112
Holders Change
+41
Holders Change %
+3.83%
% of All Funds
24.38%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.12%
New
108
Increased
412
Reduced
436
Closed
61
Calls
$221M
Puts
$200M
Net Calls
+$20.7M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1001
Opus Investment Management
Massachusetts
$75K +$72.4K +600 New
BCA
1002
Berman Capital Advisors
Georgia
$73K
HCA
1003
Horan Capital Advisors
Ohio
$71K +$68.8K +570 New
CDIA
1004
Capital Directions Investment Advisors
Georgia
$69K +$67.2K +557 New
PO
1005
Private Ocean
California
$65K +$30.2K +250 +95%
AWM
1006
AllSquare Wealth Management
New York
$64K
MRCM
1007
M&R Capital Management
New Jersey
$63K
VRM
1008
Vectors Research Management
New York
$62K
AIM
1009
AIA Investment Management
Singapore
$62K +$60.5K +501 New
SFSIG
1010
San Francisco Sentry Investment Group
California
$60K -$42.9K -355 -43%
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$60K +$50K +414 +583%
APW
1012
Acima Private Wealth
Virginia
$59K
GWM
1013
Geneos Wealth Management
Colorado
$58K +$1.57K +13 +3%
WWM
1014
Willingdon Wealth Management
North Carolina
$57K +$845 +7 +2%
GSWM
1015
Golden State Wealth Management
California
$53K +$121 +1 +0.2%
SLF
1016
Sun Life Financial
Ontario, Canada
$49K +$724 +6 +2%
AIC
1017
Ameritas Investment Company
Nebraska
$49K +$47.1K +390 New
HI
1018
Hudock Inc
Pennsylvania
$49K +$48.3K +400 New
HL
1019
Harding Loevner
New Jersey
$47K
BC
1020
Bartlett & Co
Ohio
$47K +$14K +116 +44%
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$47K +$14K +116 +44%
GAM
1022
Gemmer Asset Management
California
$45K
MAM
1023
Marquette Asset Management
Minnesota
$44K +$42.2K +350 New
GEA
1024
Glen Eagle Advisors
New Jersey
$42K +$6.88K +57 +20%
RFWA
1025
RPg Family Wealth Advisory
Massachusetts
$39.9K

ZTS Hedge Fund Activity: Q3 2019 in Review

1,112 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q3 2019, worth a combined $54B — up 9.4% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ZTS positions and 61 closed out — a net gain of 47 holders — while 412 added to existing stakes and 436 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 1,112 institutional investors held Zoetis (ZTS) as of Q3 2019, up from 1,071 in Q2 2019.
  • Funds reported $54B of Zoetis stock for Q3 2019, up 9.4% quarter-over-quarter.
  • 108 funds opened new Zoetis positions in Q3 2019 and 61 closed out, a net change of +47 holders.
  • The largest Zoetis buyer in Q3 2019 was Fidelity Investments, an estimated $434M added.
  • The largest Zoetis seller in Q3 2019 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2019.