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1,410 hedge funds and large institutions have $72.3B invested in Zoetis in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 601 increasing their positions, 438 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 68

37% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 438

8% more funds holding

Funds holding: 1,3081,410 (+102)

0% more capital invested

Capital invested by funds: $72.2B → $72.3B (+$82M)

0.77% less ownership

Funds ownership: 91.98%91.21% (-0.77%)

20% less call options, than puts

Call options by funds: $243M | Put options by funds: $304M

37% less funds holding in top 10

Funds holding in top 10: 5233 (-19)

Holders
1,410
Holders Change
+102
Holders Change %
+7.8%
% of All Funds
24.95%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.58%
New
184
Increased
601
Reduced
438
Closed
68
Calls
$243M
Puts
$304M
Net Calls
-$60.7M
Net Calls Change
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1351
Oakworth Capital
Alabama
$12K
WAS
1352
Winch Advisory Services
Wisconsin
$12K +$3.58K +22 +44%
CWM
1353
Curi Wealth Management
North Carolina
$12K +$12K +74 New
EWA
1354
Evolution Wealth Advisors
Florida
$11K -$30.1K -185 -74%
RIM
1355
Ranger Investment Management
Texas
$11K -$6.34K -39 -38%
EIP
1356
Ellis Investment Partners
Pennsylvania
$11K
KCM
1357
Kathmere Capital Management
Pennsylvania
$11K +$10.4K +64 New
RCA
1358
Ranch Capital Advisors
Florida
$10K
KFAA
1359
Klaas Financial Asset Advisors
Illinois
$9K +$8.46K +52 New
IA
1360
IFS Advisors
Kansas
$9K +$9.76K +60 New
CIA
1361
CSat Investment Advisory
Michigan
$8K -$235K -1,446 -97%
APC
1362
Aspire Private Capital
North Carolina
$8K
BCM
1363
Bourgeon Capital Management
Connecticut
$8K
CHA
1364
Carmichael Hill & Associates
Maryland
$8K
NC
1365
NewSquare Capital
Pennsylvania
$8K +$8.13K +50 New
BWA
1366
BDO Wealth Advisors
Florida
$7K
RIM
1367
Rockbridge Investment Management
New York
$7K
SFA
1368
Semmax Financial Advisors
North Carolina
$7K
DWP
1369
Destiny Wealth Partners
Florida
$7K +$6.99K +43 New
MS
1370
Mizuho Securities
Japan
$6K +$6.34K +39 New
FI
1371
Fosun International
China
$5.71K +$1.63M +10,000 +40%
NG
1372
NWK Group
California
$5K -$3.01M -18,504 -100%
LAS
1373
Lloyd Advisory Services
Georgia
$5K
PS
1374
Planned Solutions
California
$5K
DWM
1375
Defined Wealth Management
Oregon
$5K +$4.72K +29 New

ZTS Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2020, worth a combined $72.3B — up 0.11% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new ZTS positions and 68 closed out — a net gain of 116 holders — while 601 added to existing stakes and 438 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,410 institutional investors held Zoetis (ZTS) as of Q4 2020, up from 1,308 in Q3 2020.
  • Funds reported $72.3B of Zoetis stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 184 funds opened new Zoetis positions in Q4 2020 and 68 closed out, a net change of +116 holders.
  • The largest Zoetis buyer in Q4 2020 was Fidelity Investments, an estimated $491M added.
  • The largest Zoetis seller in Q4 2020 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2020.