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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
BWP
1101
BSW Wealth Partners
Colorado
$378K +$98.2K +599 +36%
WE
1102
Wealth Effects
Massachusetts
$377K
BRG
1103
Bay Rivers Group
Virginia
$377K -$20.5K -125 -5%
LAS
1104
LWM Advisory Services
Florida
$374K -$5.9K -36 -2%
OCM
1105
One Capital Management
California
$373K +$368K +2,243 New
FAM
1106
Fenimore Asset Management
New York
$373K
RPC
1107
Rossmore Private Capital
Connecticut
$373K -$18K -110 -5%
DA
1108
Dover Advisors
Virginia
$371K +$22.9K +140 +7%
PCA
1109
Peddock Capital Advisors
Massachusetts
$370K
CRC
1110
Curi RMB Capital
Illinois
$369K +$26.9K +164 +8%
BC
1111
Burney Company
Virginia
$368K +$362K +2,210 New
BSW
1112
Buckingham Strategic Wealth
Missouri
$367K
IEFM
1113
IQ EQ Fund Management
Ireland
$366K +$360K +2,196 New
CFA
1114
Compass Financial Advisors
Indiana
$364K -$1.97K -12 -0.5%
MBT
1115
Montecito Bank & Trust
California
$364K -$13.9K -85 -4%
OWP
1116
Obermeyer Wealth Partners
Colorado
$362K -$23.4K -143 -6%
CAM
1117
Campion Asset Management
Virginia
$362K
AWM
1118
Accurate Wealth Management
Florida
$361K +$19.7K +120 +6%
SG
1119
StoneX Group
New York
$359K +$109K +664 +44%
T
1120
TCWP
Ohio
$358K -$4.26K -26 -1%
IIA
1121
ICW Investment Advisors
Arizona
$358K +$48.5K +296 +16%
AAS
1122
Ameritas Advisory Services
Nebraska
$358K -$144K -878 -30%
AP
1123
Atwood & Palmer
Missouri
$357K
AAP
1124
Arax Advisory Partners
Colorado
$356K +$34.1K +208 +11%
GIA
1125
Gateway Investment Advisers
Ohio
$356K -$14.6K -89 -4%

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.