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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
HFM
1201
Harvest Fund Management
China
$286K +$282K +1,719 New
SW
1202
StrongBox Wealth
Missouri
$285K
EWA
1203
EverSource Wealth Advisors
Alabama
$284K +$38.7K +236 +16%
JWCA
1204
J.W. Coons Advisors
Ohio
$283K
IIM
1205
Intact Investment Management
Quebec, Canada
$283K -$541K -3,300 -66%
Dodge & Cox
1206
Dodge & Cox
California
$283K -$41K -250 -13%
WIM
1207
Wittenberg Investment Management
Massachusetts
$282K
CCMG
1208
Clark Capital Management Group
Pennsylvania
$282K +$10.7K +65 +4%
SAM
1209
Strategy Asset Managers
California
$281K -$31.3K -191 -10%
CIAS
1210
Capital Investment Advisory Services
North Carolina
$280K
PWMG
1211
Prestige Wealth Management Group
New Jersey
$280K +$210K +1,280 +318%
CWA
1212
Consilium Wealth Advisory
Texas
$279K +$275K +1,678 New
WCM
1213
Wallace Capital Management
Texas
$278K
RL
1214
Retireful LLC
Michigan
$278K +$274K +1,669 New
DWM
1215
Drive Wealth Management
Utah
$277K +$42.4K +259 +18%
AC
1216
Avestar Capital
New York
$276K +$272K +1,660 New
IPW
1217
Inlet Private Wealth
Florida
$275K
UCB
1218
United Community Bank
South Carolina
$275K
CFP
1219
Catalyst Financial Partners
Massachusetts
$274K +$21K +128 +8%
V
1220
VeraBank
Texas
$273K
CD
1221
Chapin Davis
Maryland
$272K +$268K +1,637 New
BAM
1222
BOS Asset Management
Illinois
$271K -$1.31K -8 -0.5%
GFL
1223
Granite FO LLC
New Hampshire
$271K +$246K +1,500 +3,409%
FTWA
1224
Fifth Third Wealth Advisors
Ohio
$267K +$263K +1,603 New
IA
1225
IFG Advisory
Georgia
$265K +$261K +1,591 New

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.