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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
SGCA
1426
Steel Grove Capital Advisors
Tennessee
$233K -$2.83K -16 -1%
HA
1427
Homestead Advisers
Virginia
$232K
KCIC
1428
Kuhn & Co Investment Counsel
Illinois
$231K +$207K +1,171 New
SEIA
1429
Signature Estate & Investment Advisors
California
$231K +$531 +3 +0.3%
CTWM
1430
Cherry Tree Wealth Management
Minnesota
$230K
GSEP
1431
Golden State Equity Partners
California
$230K +$206K +1,165 New
FCG
1432
Fielder Capital Group
Tennessee
$229K +$206K +1,163 New
DFG
1433
Delta Financial Group
New Jersey
$228K +$204K +1,155 New
GG
1434
Greenwood Gearhart
Arkansas
$228K
KCFA
1435
Key Client Fiduciary Advisors
New Jersey
$228K +$204K +1,153 New
BAM
1436
BOS Asset Management
Illinois
$228K -$54.7K -309 -21%
AWM
1437
Aries Wealth Management
Maine
$228K +$204K +1,153 New
RFA
1438
RTD Financial Advisors
Pennsylvania
$227K
HI
1439
Harbour Investments
Wisconsin
$226K +$47.3K +267 +30%
ACP
1440
Aveo Capital Partners
Colorado
$225K +$202K +1,142 New
BFW
1441
Brady Family Wealth
Missouri
$225K +$202K +1,140 New
FCM
1442
Fourpath Capital Management
Oklahoma
$225K -$5.84K -33 -3%
CRIG
1443
Charter Research & Investment Group
Connecticut
$224K +$201K +1,137 New
CIS
1444
Custom Index Systems
New York
$224K +$201K +1,137 New
RIM
1445
Rakuten Investment Management
Japan
$224K +$201K +1,136 New
RG
1446
Renaissance Group
Kentucky
$224K +$201K +1,134 New
SMA
1447
Seven Mile Advisory
New Jersey
$223K +$200K +1,131 New
AO
1448
Advisor OS
Illinois
$223K +$200K +1,130 New
FHWM
1449
Fox Hill Wealth Management
Massachusetts
$223K +$200K +1,128 New
MS
1450
Madden Securities
Texas
$222K +$199K +1,125 New

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.