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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
CW
1251
Channel Wealth
California
$248K +$245K +1,492 New
FFA
1252
Founders Financial Alliance
North Carolina
$248K -$24.1K -147 -9%
CLOS
1253
Compagnie Lombard Odier SCmA
Switzerland
$248K -$75.6K -461 -24%
AWM
1254
Angeles Wealth Management
California
$247K +$19.5K +119 +9%
FFA
1255
Fairfield Financial Advisors
Massachusetts
$247K
SA
1256
Syntax Advisors
New York
$247K -$15.4K -94 -6%
VCG
1257
Vantage Consulting Group
Virginia
$247K -$15.4K -94 -6%
TAM
1258
Taurus Asset Management
New York
$247K -$19.5K -119 -7%
FMTC
1259
Farmers & Merchants Trust Company
California
$246K +$243K +1,480 New
EA
1260
Echo45 Advisors
California
$246K -$24.4K -149 -9%
PP
1261
PDS Planning
Ohio
$245K +$241K +1,472 New
EWM
1262
Endowment Wealth Management
Wisconsin
$244K -$10.3K -63 -4%
EFM
1263
E Fund Management
China
$244K -$21.8K -133 -8%
DAC
1264
Dividend Assets Capital
South Carolina
$244K
CHP
1265
Cable Hill Partners
Oregon
$244K +$240K +1,465 New
BHWM
1266
Bar Harbor Wealth Management
New Hampshire
$244K
KMWM
1267
Keudell/Morrison Wealth Management
Oregon
$243K -$14.9K -91 -6%
BBWP
1268
Beacon Bridge Wealth Partners
Pennsylvania
$242K +$328 +2 +0.1%
HCM
1269
Hollencrest Capital Management
California
$242K +$232K +1,415 +3,824%
MPPLM
1270
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K +$238K +1,450 New
MW
1271
Marcum Wealth
Ohio
$241K -$85.9K -524 -27%
CWM
1272
Cahill Wealth Management
Michigan
$241K -$26.9K -164 -10%
NRC
1273
New Republic Capital
North Carolina
$241K +$237K +1,445 New
RPWA
1274
Regent Peak Wealth Advisors
Georgia
$240K +$236K +1,442 New
NCM
1275
Noesis Capital Mangement
Florida
$240K

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.