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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
CC
1226
Courier Capital
New York
$264K -$27.4K -167 -10%
SWM
1227
Stockman Wealth Management
Montana
$264K
DPI
1228
Diversified Portfolios Inc
Michigan
$263K -$13.8K -84 -5%
AP
1229
Americana Partners
Texas
$263K +$259K +1,582 New
BFG
1230
Berger Financial Group
Minnesota
$263K +$328 +2 +0.1%
HHGA
1231
Halbert Hargrove Global Advisors
California
$261K +$16.2K +99 +7%
HAIM
1232
Hunter Associates Investment Management
Pennsylvania
$261K -$328 -2 -0.1%
AT
1233
Avalon Trust
New Mexico
$261K +$257K +1,566 New
CWM
1234
Cahaba Wealth Management
Georgia
$260K -$13.4K -82 -5%
BHA
1235
Beech Hill Advisors
New York
$260K
NCM
1236
Nelson Capital Management
California
$259K -$4.34M -26,462 -94%
FCM
1237
Fourpath Capital Management
Oklahoma
$259K -$44.3K -270 -15%
TIA
1238
Tiemann Investment Advisors
California
$258K -$8.2K -50 -3%
MCM
1239
Manchester Capital Management
Vermont
$256K +$28.7K +175 +13%
CA
1240
Cornerstone Advisory
Maryland
$256K +$253K +1,541 New
LPIC
1241
LeJeune Puetz Investment Counsel
Michigan
$255K +$4.59K +28 +2%
RSA
1242
River Street Advisors
Illinois
$254K +$7.54K +46 +3%
NHT
1243
New Hampshire Trust
New Hampshire
$253K +$11.3K +69 +5%
QC
1244
Quent Capital
New York
$252K +$23.4K +143 +10%
JAG
1245
Journey Advisory Group
Kentucky
$252K +$248K +1,513 New
SSWM
1246
Sheets Smith Wealth Management
North Carolina
$251K
DBG
1247
De Burlo Group
Massachusetts
$250K
EL
1248
EMFO LLC
Florida
$250K
SCM
1249
Sterneck Capital Management
Missouri
$250K
AA
1250
Advisory Alpha
Michigan
$249K +$245K +1,496 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.