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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
OC
1326
Oakworth Capital
Alabama
$25K +$14.3K +90 +129%
MFA
1327
McClarren Financial Advisors
Pennsylvania
$23K +$158 +1 +0.7%
WCM
1328
Wealthcare Capital Management
Virginia
$23K +$23.4K +148 New
Loomis, Sayles & Company
1329
Loomis, Sayles & Company
Massachusetts
$22K -$3.01K -19 -12%
TSW
1330
Thompson Siegel & Walmsley
Virginia
$22K +$3.96K +25 +22%
PMFA
1331
Plante Moran Financial Advisors
Michigan
$21K -$2.22K -14 -10%
CL
1332
COWA LLC
Oklahoma
$21K
JWA
1333
JFS Wealth Advisors
Pennsylvania
$21K
RIA
1334
RPG Investment Advisory
California
$20K
FNBOSM
1335
First National Bank of South Miami
Florida
$19K
FFC
1336
First Financial Corp
Indiana
$18K
HI
1337
Hudock Inc
Pennsylvania
$18K
RA
1338
Resolute Advisors
California
$18K +$23K +145 New
PFPT
1339
Pinnacle Financial Partners (Tennessee)
Tennessee
$17K -$208K -1,313 -93%
AWM
1340
Avondale Wealth Management
Texas
$17K
RIM
1341
Rockbridge Investment Management
New York
$17K +$10.5K +66 +153%
SCA
1342
Stuart Chaussee & Associates
California
$17K +$17.1K +108 New
WP
1343
WealthShield Partners
North Carolina
$16K +$16.3K +103 New
COCM
1344
Charter Oak Capital Management
New Hampshire
$15K
KFI
1345
Key Financial Inc
Pennsylvania
$15K
VCM
1346
Versant Capital Management
Arizona
$15K
APC
1347
Aspire Private Capital
North Carolina
$15K +$7.92K +50 +106%
NICM
1348
Neo Ivy Capital Management
New York
$15K +$15.5K +98 New
LFG
1349
Larson Financial Group
Missouri
$14K -$11.4K -72 -44%
WB
1350
Webster Bank
Connecticut
$14K -$158 -1 -1%

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.