We are live on ! Find out more

1,199 hedge funds and large institutions have $51.8B invested in Zoetis in 2020 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 469 increasing their positions, 473 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 4158 (+17)

29% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 91

1.11% more ownership

Funds ownership: 91.63%92.75% (+1.1%)

1% more funds holding

Funds holding: 1,1881,199 (+11)

1% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 473

3% less call options, than puts

Call options by funds: $193M | Put options by funds: $199M

10% less capital invested

Capital invested by funds: $57.8B → $51.8B (-$5.98B)

Holders
1,199
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
26.42%
Holding in Top 10
58
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+41.46%
% of All Funds
1.28%
New
117
Increased
469
Reduced
473
Closed
91
Calls
$193M
Puts
$199M
Net Calls
-$5.89M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
1076
San Francisco Sentry Investment Group
California
$56K
TPWA
1077
TRUE Private Wealth Advisors
Oregon
$56K +$8.43K +64 +15%
AIM
1078
Artemis Investment Management
United Kingdom
$54.7K -$4.2M -31,878 -6%
BBA
1079
Braun-Bostich & Associates
Pennsylvania
$53K
WWM
1080
Willingdon Wealth Management
North Carolina
$53K
FCA
1081
FinTrust Capital Advisors
South Carolina
$53K +$15.1K +115 +35%
FCM
1082
Firestone Capital Management
Florida
$50K
PWMG
1083
Prestige Wealth Management Group
New Jersey
$48K +$15.1K +115 +40%
MSFP
1084
Mark Sheptoff Financial Planning
Connecticut
$47K -$11.2K -85 -18%
LWA
1085
Lenox Wealth Advisors
New York
$46K +$7.9K +60 +18%
RFA
1086
Reilly Financial Advisors
California
$45K +$10.5K +80 +26%
AWM
1087
Atticus Wealth Management
Florida
$45K +$36.2K +275 +262%
BCWM
1088
Bartlett & Co Wealth Management
Ohio
$44.4K
BC
1089
Bartlett & Co
Ohio
$44K +$49.6K +377 New
SIC
1090
Salem Investment Counselors
North Carolina
$41K -$29.6K -225 -39%
OIA
1091
Optimum Investment Advisors
Illinois
$41K +$26.3K +200 +133%
PA
1092
Procyon Advisors
Connecticut
$39K -$15K -114 -26%
GAM
1093
Gemmer Asset Management
California
$39K
LWANC
1094
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K +$10.8K +82 +33%
WLPWM
1095
Walled Lake Planning & Wealth Management
Illinois
$38K +$2.9K +22 +7%
BWM
1096
Baystate Wealth Management
Massachusetts
$35K
NEIRG
1097
New England Investment & Retirement Group
Massachusetts
$35K +$39.5K +300 New
OSAM
1098
O'Shaughnessy Asset Management
Connecticut
$34K -$58.6K -445 -60%
AWM
1099
Avior Wealth Management
Nebraska
$34K +$19K +144 +99%
GEA
1100
Glen Eagle Advisors
New Jersey
$33.9K -$12.6K -96 -25%

ZTS Hedge Fund Activity: Q1 2020 in Review

1,199 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2020, worth a combined $51.8B — down 10% from $57.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ZTS positions and 91 closed out — a net gain of 26 holders — while 469 added to existing stakes and 473 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $419M. The largest seller was Goldman Sachs, cutting an estimated $166M.

  • 1,199 institutional investors held Zoetis (ZTS) as of Q1 2020, up from 1,188 in Q4 2019.
  • Funds reported $51.8B of Zoetis stock for Q1 2020, down 10% quarter-over-quarter.
  • 117 funds opened new Zoetis positions in Q1 2020 and 91 closed out, a net change of +26 holders.
  • The largest Zoetis buyer in Q1 2020 was T. Rowe Price Associates, an estimated $419M added.
  • The largest Zoetis seller in Q1 2020 was Goldman Sachs, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2020.