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1,556 hedge funds and large institutions have $70.9B invested in Zoetis in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 623 increasing their positions, 540 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $453M | Put options by funds: $200M

75% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 95

15% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 540

14% more capital invested

Capital invested by funds: $62.2B → $70.9B (+$8.66B)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

8.5% more ownership

Funds ownership: 91.1%99.6% (+8.5%)

2% more funds holding

Funds holding: 1,5201,556 (+36)

Holders
1,556
Holders Change
+36
Holders Change %
+2.37%
% of All Funds
24.8%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.45%
New
166
Increased
623
Reduced
540
Closed
95
Calls
$453M
Puts
$200M
Net Calls
+$253M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1401
Newbridge Financial Services Group
Florida
$61K +$10.5K +64 +21%
C
1402
Covestor
United Kingdom
$56K +$20.5K +125 +60%
Loomis, Sayles & Company
1403
Loomis, Sayles & Company
Massachusetts
$56K +$39.2K +239 +249%
JWA
1404
JFS Wealth Advisors
Pennsylvania
$55.1K -$819 -5 -1%
IFAM
1405
Institutional & Family Asset Management
Colorado
$51.6K -$12.6K -77 -20%
SN
1406
Sittner & Nelson
Oregon
$51.6K
SWA
1407
Sutton Wealth Advisors
Florida
$51.4K -$137K -835 -73%
CT
1408
Clearstead Trust
Maine
$50.4K
BAM
1409
Baldrige Asset Management
Pennsylvania
$50K
CBT
1410
CoreFirst Bank & Trust
Kansas
$49.9K
IGWM
1411
ICA Group Wealth Management
Colorado
$47.1K -$69.7K -425 -60%
LS
1412
Livforsakringsbolaget Skandia
Sweden
$46.4K
BCA
1413
Bray Capital Advisors
Florida
$45.9K
BA
1414
Bellwether Advisors
Nebraska
$45.8K
PO
1415
Private Ocean
California
$43.9K -$14.1K -86 -25%
BC
1416
Barrett & Company
Rhode Island
$41.8K +$2.46K +15 +6%
TWA
1417
TCI Wealth Advisors
Arizona
$41.3K -$4.26K -26 -9%
POIA
1418
Pin Oak Investment Advisors
Texas
$41K
EARNEST Partners
1419
EARNEST Partners
Georgia
$38.6K
CMP
1420
Coston McIsaac & Partners
Maine
$37K -$4.92K -30 -12%
VF
1421
VitalStone Financial
Texas
$37K +$23.6K +144 New
SIS
1422
Sound Income Strategies
Florida
$36.5K +$2.29K +14 +7%
Walleye Capital
1423
Walleye Capital
New York
$36K +$35.4K +216 New
MFA
1424
McClarren Financial Advisors
Pennsylvania
$34K
TIM
1425
Tortoise Investment Management
New York
$33.6K -$43.4K -265 -57%

ZTS Hedge Fund Activity: Q1 2023 in Review

1,556 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2023, worth a combined $70.9B — up 14% from $62.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new ZTS positions and 95 closed out — a net gain of 71 holders — while 623 added to existing stakes and 540 trimmed.

The largest buyer was Vanguard Group, adding an estimated $479M. The largest seller was Winslow Capital Management, cutting an estimated $360M.

  • 1,556 institutional investors held Zoetis (ZTS) as of Q1 2023, up from 1,520 in Q4 2022.
  • Funds reported $70.9B of Zoetis stock for Q1 2023, up 14% quarter-over-quarter.
  • 166 funds opened new Zoetis positions in Q1 2023 and 95 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2023 was Vanguard Group, an estimated $479M added.
  • The largest Zoetis seller in Q1 2023 was Winslow Capital Management, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.