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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
AT
1326
Avalon Trust
New Mexico
$303K
RZH
1327
Relyea Zuckerberg Hanson
Connecticut
$301K +$270K +1,524 New
PL
1328
Perpetual Ltd
Australia
$301K -$102K -579 -28%
BRG
1329
Bay Rivers Group
Virginia
$301K -$93.8K -530 -26%
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$297K -$8.85K -50 -3%
FFL
1331
Future Fund LLC
Illinois
$297K
LFAS
1332
Level Four Advisory Services
Texas
$297K +$27.8K +157 +12%
EL
1333
EMFO LLC
Florida
$296K
SCM
1334
Sterneck Capital Management
Missouri
$296K
V
1335
VeraBank
Texas
$296K
EA
1336
Everpar Advisors
Oklahoma
$296K +$265K +1,499 New
FIA
1337
Foundations Investment Advisors
Arizona
$296K +$31.3K +177 +13%
DWM
1338
Drive Wealth Management
Utah
$295K -$7.61K -43 -3%
CS
1339
Cannell & Spears
New York
$294K +$17.7K +100 +7%
GWM
1340
Gitterman Wealth Management
New Jersey
$292K +$262K +1,479 New
HFM
1341
Hartford Funds Management
Pennsylvania
$292K +$262K +1,479 New
CA
1342
Cornerstone Advisory
Maryland
$290K +$3.54K +20 +1%
TAM
1343
Taurus Asset Management
New York
$290K
BHWM
1344
Bar Harbor Wealth Management
New Hampshire
$289K
NHT
1345
New Hampshire Trust
New Hampshire
$288K -$18.8K -106 -7%
FWM
1346
FFT Wealth Management
Pennsylvania
$288K -$33.3K -188 -11%
RL
1347
Rogco LP
Oklahoma
$288K +$169K +956 +191%
CWM
1348
Cahill Wealth Management
Michigan
$286K
ACM
1349
Andina Capital Management
Utah
$286K +$256K +1,447 New
CCA
1350
Childress Capital Advisors
Texas
$285K +$5.67K +32 +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.