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1,743 hedge funds and large institutions have $86.8B invested in Zoetis in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 660 increasing their positions, 629 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 79

72% more call options, than puts

Call options by funds: $284M | Put options by funds: $165M

18% more capital invested

Capital invested by funds: $73.7B → $86.8B (+$13.2B)

7% more funds holding

Funds holding: 1,6291,743 (+114)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4.17% more ownership

Funds ownership: 91.72%95.88% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 629

Holders
1,743
Holders Change
+114
Holders Change %
+7%
% of All Funds
25.41%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.47%
New
222
Increased
660
Reduced
629
Closed
79
Calls
$284M
Puts
$165M
Net Calls
+$119M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1176
Bard Financial Services
Connecticut
$459K -$44.3K -250 -10%
APA
1177
Astoria Portfolio Advisors
New York
$459K -$5.31K -30 -1%
HNWAG
1178
High Net Worth Advisory Group
Florida
$458K
AT
1179
Arden Trust
Delaware
$457K -$22K -124 -5%
SHFA
1180
SC&H Financial Advisors
Maryland
$455K -$64.3K -363 -14%
MWA
1181
Meridian Wealth Advisors
Texas
$452K
DTC
1182
Davidson Trust Company
Washington
$451K
WE
1183
Wealth Effects
Massachusetts
$448K
Verition Fund Management
1184
Verition Fund Management
Connecticut
$447K +$401K +2,266 New
IB
1185
Intrust Bank
Kansas
$447K -$26.7K -151 -6%
FBB
1186
Fulton Breakefield Broenniman
Maryland
$443K +$6.55K +37 +2%
WPC
1187
Wedmont Private Capital
Pennsylvania
$442K -$42.5K -240 -10%
FAM
1188
Fenimore Asset Management
New York
$442K
FW
1189
FirstPurpose Wealth
Utah
$440K +$17.9K +101 +5%
ETC
1190
Exchange Traded Concepts
Oklahoma
$440K +$391K +2,207 +9,196%
CP
1191
Castleview Partners
Texas
$440K +$17.7K +100 +5%
DWM
1192
Dogwood Wealth Management
Kansas
$439K +$394K +2,226 New
BCG
1193
BayBridge Capital Group
California
$438K +$389K +2,200 New
LAS
1194
LWM Advisory Services
Florida
$434K
NWA
1195
New World Advisors
Massachusetts
$434K +$3.01K +17 +0.8%
MPPLM
1196
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$430K +$34K +192 +10%
KP
1197
Keel Point
Alabama
$429K +$26.2K +148 +7%
CAM
1198
Campion Asset Management
Virginia
$429K
AP
1199
Atwood & Palmer
Missouri
$428K
VBCG
1200
Valley Brook Capital Group
Pennsylvania
$428K +$17.7K +100 +5%

ZTS Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2023, worth a combined $86.8B — up 18% from $73.7B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new ZTS positions and 79 closed out — a net gain of 143 holders — while 660 added to existing stakes and 629 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.19B. The largest seller was Wellington Management Group, cutting an estimated $589M.

  • 1,743 institutional investors held Zoetis (ZTS) as of Q4 2023, up from 1,629 in Q3 2023.
  • Funds reported $86.8B of Zoetis stock for Q4 2023, up 18% quarter-over-quarter.
  • 222 funds opened new Zoetis positions in Q4 2023 and 79 closed out, a net change of +143 holders.
  • The largest Zoetis buyer in Q4 2023 was Morgan Stanley, an estimated $2.19B added.
  • The largest Zoetis seller in Q4 2023 was Wellington Management Group, an estimated $589M sold.

Based on aggregated 13F filings for Q4 2023.