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1,414 hedge funds and large institutions have $67.7B invested in Zoetis in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 613 increasing their positions, 469 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 469

15% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 107

0% more funds holding

Funds holding: 1,4101,414 (+4)

0.11% more ownership

Funds ownership: 91.21%91.32% (+0.11%)

6% less capital invested

Capital invested by funds: $72.3B → $67.7B (-$4.52B)

22% less call options, than puts

Call options by funds: $183M | Put options by funds: $235M

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
1,414
Holders Change
+4
Holders Change %
+0.28%
% of All Funds
24.83%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.39%
New
123
Increased
613
Reduced
469
Closed
107
Calls
$183M
Puts
$235M
Net Calls
-$52.6M
Net Calls Change
+$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1251
Bartlett & Co
Ohio
$76K
NR
1252
Newfound Research
Massachusetts
$75K -$38.5K -243 -34%
APW
1253
Acima Private Wealth
Virginia
$75K
KPCM
1254
Kings Point Capital Management
New York
$74K -$63.4K -400 -46%
CWC
1255
Carolinas Wealth Consulting
North Carolina
$74K +$5.54K +35 +8%
AWA
1256
Arkadios Wealth Advisors
Georgia
$74K +$40.6K +256 +120%
ACM
1257
Allred Capital Management
Texas
$73.8K +$74.1K +468 New
CFD
1258
Creative Financial Designs
Indiana
$70K
PWMG
1259
Prestige Wealth Management Group
New Jersey
$70K +$158 +1 +0.2%
AWM
1260
Atticus Wealth Management
Florida
$68K
SFSIG
1261
San Francisco Sentry Investment Group
California
$68K
FCM
1262
Firestone Capital Management
Florida
$67K
APWM
1263
Atlas Private Wealth Management
New York
$66K +$18.2K +115 +38%
SAI
1264
Systematic Alpha Investments
New Jersey
$64K
DAC
1265
Dividend Assets Capital
South Carolina
$63K
SQA
1266
Simon Quick Advisors
New Jersey
$62K +$15.8K +100 +33%
RFA
1267
Reilly Financial Advisors
California
$60K
GWS
1268
Glassman Wealth Services
Virginia
$59K +$8.08K +51 +16%
SIM
1269
Sonora Investment Management
Arizona
$58K +$12.2K +77 +26%
CFA
1270
Carroll Financial Associates
North Carolina
$57K -$58.1K -367 -50%
CWA
1271
Clearview Wealth Advisors
Oregon
$53K
PVH
1272
Psagot Value Holdings
Israel
$51K -$132K -830 -72%
PI
1273
PEAK6 Investments
Illinois
$49K -$206K -1,301 -81%
SN
1274
Sittner & Nelson
Oregon
$49K
BWM
1275
Baystate Wealth Management
Massachusetts
$48K -$1.11K -7 -2%

ZTS Hedge Fund Activity: Q1 2021 in Review

1,414 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2021, worth a combined $67.7B — down 6.3% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ZTS positions and 107 closed out — a net gain of 16 holders — while 613 added to existing stakes and 469 trimmed.

The largest buyer was AustralianSuper, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $342M.

  • 1,414 institutional investors held Zoetis (ZTS) as of Q1 2021, up from 1,410 in Q4 2020.
  • Funds reported $67.7B of Zoetis stock for Q1 2021, down 6.3% quarter-over-quarter.
  • 123 funds opened new Zoetis positions in Q1 2021 and 107 closed out, a net change of +16 holders.
  • The largest Zoetis buyer in Q1 2021 was AustralianSuper, an estimated $197M added.
  • The largest Zoetis seller in Q1 2021 was Fidelity Investments, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2021.