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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
GWA
1226
Gratus Wealth Advisors
Virginia
$394K +$353K +1,995 New
MCM
1227
Manchester Capital Management
Vermont
$393K +$30.3K +171 +9%
MCWS
1228
McKinley Carter Wealth Services
West Virginia
$393K -$19.6K -111 -5%
CCMG
1229
Clark Capital Management Group
Pennsylvania
$393K +$40.5K +229 +13%
DAC
1230
Dividend Assets Capital
South Carolina
$390K
AWA
1231
Arete Wealth Advisors
Illinois
$387K +$37.7K +213 +12%
CD
1232
Chapin Davis
Maryland
$386K +$354 +2 +0.1%
TCA
1233
Transcend Capital Advisors
New Jersey
$386K +$22.1K +125 +7%
WB
1234
WesBanco Bank
West Virginia
$385K -$6.1M -34,479 -95%
Empower Advisory Group
1235
Empower Advisory Group
Colorado
$384K -$22.1K -125 -6%
SGC
1236
Slocum, Gordon & Co
Rhode Island
$383K
OWP
1237
Obermeyer Wealth Partners
Colorado
$382K +$4.25K +24 +1%
SIA
1238
Schear Investment Advisers
Ohio
$380K +$6.2K +35 +2%
BWP
1239
BSW Wealth Partners
Colorado
$380K +$2.12K +12 +0.6%
MPI
1240
Mairs & Power Inc
Minnesota
$380K
FAFN
1241
First Affirmative Financial Network
Colorado
$379K +$97.9K +553 +40%
TFM
1242
TFC Financial Management
Massachusetts
$379K
Fisher Asset Management
1243
Fisher Asset Management
Washington
$378K -$88.3K -499 -21%
BWM
1244
Baron Wealth Management
Michigan
$378K -$7.79K -44 -2%
AWE
1245
Avidian Wealth Enterprises
Texas
$378K +$13.3K +75 +4%
PFBT
1246
Parkside Financial Bank & Trust
Missouri
$377K +$57.5K +325 +20%
ICG
1247
InterOcean Capital Group
Tennessee
$377K +$125K +704 +58%
BFA
1248
Bragg Financial Advisors
North Carolina
$375K -$4.07K -23 -1%
HCM
1249
Hollencrest Capital Management
California
$372K +$26.2K +148 +9%
ODFS
1250
O'Donnell Financial Services
California
$371K +$708 +4 +0.2%

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.