We are live on ! Find out more

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
TIMH
1251
Tilt Investment Management Holdings
New York
$369K +$331K +1,872 New
IGAM
1252
iA Global Asset Management
Quebec, Canada
$368K -$59.5K -336 -15%
S
1253
Sachetta
Massachusetts
$368K +$330K +1,863 New
BAM
1254
Berkshire Asset Management
Pennsylvania
$367K -$4.07K -23 -1%
EWM
1255
Empirical Wealth Management
Washington
$366K +$47.3K +267 +17%
I
1256
IMPACTfolio
Colorado
$366K -$26.6K -150 -7%
ST
1257
Smithfield Trust
Pennsylvania
$365K -$23.9K -135 -7%
IIM
1258
Ipswich Investment Management
Massachusetts
$365K
BOPW
1259
Brandywine Oak Private Wealth
Pennsylvania
$364K -$8.14K -46 -2%
MWM
1260
Modera Wealth Management
New Jersey
$361K -$17.5K -99 -5%
PVI
1261
Pine Valley Investments
New Jersey
$358K +$52.4K +296 +20%
PA
1262
Probity Advisors
Texas
$357K -$1.42K -8 -0.4%
WWP
1263
Walden Wealth Partners
Ohio
$357K +$320K +1,807 New
PCIG
1264
Partners Capital Investment Group
Massachusetts
$356K +$106K +598 +50%
OCM
1265
One Capital Management
California
$356K -$19.8K -112 -6%
CC
1266
Corton Capital
Ontario, Canada
$356K +$319K +1,802 New
BB
1267
Busey Bank
Illinois
$356K +$13.8K +78 +5%
CIAS
1268
Capital Investment Advisory Services
North Carolina
$354K +$7.26K +41 +2%
RSA
1269
River Street Advisors
Illinois
$347K +$10.3K +58 +3%
AL
1270
Aspiriant LLC
California
$347K +$311K +1,757 New
MAP
1271
Moody Aldrich Partners
Massachusetts
$346K -$32.4K -183 -9%
CMS
1272
Capital Market Strategies
Florida
$346K
RPCONE
1273
Retirement Planning Company of New England
Rhode Island
$345K +$39.1K +221 +14%
GIA
1274
Gateway Investment Advisers
Ohio
$344K -$16.6K -94 -5%
XF
1275
XML Financial
Maryland
$344K +$2.65K +15 +0.9%

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.