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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
HIP
1376
HUB Investment Partners
Texas
$264K -$14.3K -81 -6%
HWAM
1377
Hennion & Walsh Asset Management
New Jersey
$263K -$670K -3,784 -74%
SAM
1378
Simplify Asset Management
Nevada
$263K -$17K -96 -7%
TBC
1379
Ted Buchan & Co
California
$263K +$17.7K +100 +8%
RCA
1380
Resonant Capital Advisors
Wisconsin
$262K -$101K -569 -30%
LMKC
1381
L.M. Kohn & Company
Ohio
$262K +$17.7K +100 +8%
SCP
1382
Sivia Capital Partners
California
$261K +$234K +1,321 New
RPWA
1383
Regent Peak Wealth Advisors
Georgia
$261K -$22K -124 -9%
NCM
1384
Nelson Capital Management
California
$260K
MW
1385
Marcum Wealth
Ohio
$259K -$12K -68 -5%
SHJ
1386
Sharkey, Howes & Javer
Colorado
$258K
EFG
1387
Everhart Financial Group
Ohio
$257K -$18.6K -105 -7%
FIM
1388
Fernwood Investment Management
Massachusetts
$257K -$8.85K -50 -4%
KMWM
1389
Keudell/Morrison Wealth Management
Oregon
$257K -$1.06K -6 -0.5%
FMWA
1390
Forvis Mazars Wealth Advisors
Missouri
$256K +$708 +4 +0.3%
6F
1391
626 Financial
Michigan
$256K
RWP
1392
Revolve Wealth Partners
New Jersey
$253K +$10.8K +61 +5%
AFG
1393
Albion Financial Group
Utah
$252K -$2.48K -14 -1%
CAL
1394
Capital Advisors Ltd
Ohio
$252K -$3.19K -18 -1%
FFO
1395
Fiduciary Family Office
Florida
$252K +$226K +1,274 New
PJSIMP
1396
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K +$7.26K +41 +3%
TCOT
1397
Trust Company of Toledo
Ohio
$251K
CWS
1398
Confluence Wealth Services
Pennsylvania
$251K -$45.1K -255 -17%
VCG
1399
Vantage Consulting Group
Virginia
$250K +$3.01K +17 +1%
LCM
1400
LVM Capital Management
Michigan
$250K

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.