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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
LRPA
1201
L. Roy Papp & Associates
Arizona
$427K -$6.55K -37 -2%
VWM
1202
Valley Wealth Managers
New Jersey
$420K +$3.72K +21 +1%
PCM
1203
Penserra Capital Management
California
$419K -$80.7K -456 -18%
AWM
1204
Accurate Wealth Management
Florida
$419K -$14.3K -81 -4%
SQA
1205
Simon Quick Advisors
New Jersey
$413K +$371K +2,095 New
DA
1206
Dover Advisors
Virginia
$413K -$90.6K -512 -20%
PP
1207
PDS Planning
Ohio
$412K -$35.9K -203 -9%
SFS
1208
Stiles Financial Services
Minnesota
$411K +$21.8K +123 +6%
BAM
1209
Belpointe Asset Management
Nevada
$409K +$72.9K +412 +25%
AC
1210
Abbrea Capital
California
$408K +$17.7K +100 +5%
APP
1211
Avantax Planning Partners
Iowa
$407K -$17.7K -100 -5%
RP
1212
Riverwater Partners
Wisconsin
$407K
BTI
1213
Blue Trust Inc
Georgia
$405K -$689K -3,892 -63%
EFS
1214
Essex Financial Services
Connecticut
$404K -$9.56K -54 -3%
ANBT
1215
American National Bank & Trust
Texas
$404K +$2.3K +13 +0.6%
CFP
1216
Catalyst Financial Partners
Massachusetts
$404K +$17.9K +101 +5%
CAM
1217
Concorde Asset Management
Michigan
$400K -$13.8K -78 -4%
AC
1218
Avestar Capital
New York
$400K +$46K +260 +15%
GAM
1219
Gotham Asset Management
New York
$398K +$42.8K +242 +14%
EAM
1220
EdenTree Asset Management
United Kingdom
$395K
WAM
1221
Westport Asset Management
Connecticut
$395K
CPIG
1222
Chicago Partners Investment Group
Illinois
$394K -$59K -333 -14%
MAA
1223
Mraz Amerine & Associates
California
$394K
FIM
1224
Fruth Investment Management
Texas
$394K
MPW
1225
MGO Private Wealth
California
$394K

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.