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1,556 hedge funds and large institutions have $70.9B invested in Zoetis in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 623 increasing their positions, 540 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $453M | Put options by funds: $200M

75% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 95

15% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 540

14% more capital invested

Capital invested by funds: $62.2B → $70.9B (+$8.66B)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

8.5% more ownership

Funds ownership: 91.1%99.6% (+8.5%)

2% more funds holding

Funds holding: 1,5201,556 (+36)

Holders
1,556
Holders Change
+36
Holders Change %
+2.37%
% of All Funds
24.8%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.45%
New
166
Increased
623
Reduced
540
Closed
95
Calls
$453M
Puts
$200M
Net Calls
+$253M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1026
Independent Financial Group
California
$480K +$94.1K +574 +25%
QCIG
1027
Quad-Cities Investment Group
Iowa
$480K
AIA
1028
Avalon Investment & Advisory
Texas
$472K +$465K +2,837 New
IFWM
1029
Institute for Wealth Management
Colorado
$472K -$3.44K -21 -0.7%
EI
1030
Ellevest Inc
New York
$472K +$122K +743 +35%
CF
1031
Centaurus Financial
California
$471K +$18K +110 +4%
CWM
1032
Catalyst Wealth Management
Georgia
$469K
BFS
1033
Bard Financial Services
Connecticut
$465K +$12.3K +75 +3%
EF
1034
Empowered Funds
Pennsylvania
$460K +$453K +2,762 New
RWB
1035
RMR Wealth Builders
New Jersey
$459K -$25.9K -158 -5%
HL
1036
HeadInvest LLC
Maine
$458K
NFG
1037
Nations Financial Group
Iowa
$457K -$15.2K -93 -3%
SCG
1038
Sonata Capital Group
Washington
$456K
LSPW
1039
Lake Street Private Wealth
Illinois
$455K +$10.5K +64 +2%
CPIG
1040
Chicago Partners Investment Group
Illinois
$455K +$48.7K +297 +13%
SFS
1041
Stiles Financial Services
Minnesota
$453K +$65.4K +399 +17%
GFP
1042
Gryphon Financial Partners
Ohio
$451K -$27.5K -168 -6%
KC
1043
Kenfarb & Co
Kentucky
$450K
CWA
1044
Clarus Wealth Advisors
Arizona
$450K +$436K +2,662 New
GCMG
1045
Gyroscope Capital Management Group
Florida
$449K +$148K +900 +50%
PCA
1046
Pallas Capital Advisors
Massachusetts
$449K +$44.4K +271 +12%
MWM
1047
Mission Wealth Management
California
$446K +$3.28K +20 +0.8%
PL
1048
Perpetual Ltd
Australia
$445K +$438K +2,672 New
SHFA
1049
SC&H Financial Advisors
Maryland
$445K -$26.4K -161 -6%
IFS
1050
Ifrah Financial Services
Arkansas
$445K -$11.6K -71 -3%

ZTS Hedge Fund Activity: Q1 2023 in Review

1,556 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2023, worth a combined $70.9B — up 14% from $62.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new ZTS positions and 95 closed out — a net gain of 71 holders — while 623 added to existing stakes and 540 trimmed.

The largest buyer was Vanguard Group, adding an estimated $479M. The largest seller was Winslow Capital Management, cutting an estimated $360M.

  • 1,556 institutional investors held Zoetis (ZTS) as of Q1 2023, up from 1,520 in Q4 2022.
  • Funds reported $70.9B of Zoetis stock for Q1 2023, up 14% quarter-over-quarter.
  • 166 funds opened new Zoetis positions in Q1 2023 and 95 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2023 was Vanguard Group, an estimated $479M added.
  • The largest Zoetis seller in Q1 2023 was Winslow Capital Management, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.