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854 hedge funds and large institutions have $32.4B invested in Zoetis in 2017 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 323 increasing their positions, 294 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 38

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $228M | Put options by funds: $164M

11% more capital invested

Capital invested by funds: $29.3B → $32.4B (+$3.12B)

11% more funds holding

Funds holding: 772854 (+82)

10% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 294

1.55% less ownership

Funds ownership: 93.96%92.41% (-1.5%)

Holders
854
Holders Change
+82
Holders Change %
+10.62%
% of All Funds
19.37%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.45%
New
127
Increased
323
Reduced
294
Closed
38
Calls
$228M
Puts
$164M
Net Calls
+$63.1M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
126
Inverness Counsel
New York
$31.5M +$4.19M +61,035 +16%
DC
127
Davenport & Co
Virginia
$31M +$790K +11,509 +3%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$30.8M -$408K -5,936 -1%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$30.1M -$6.85M -99,806 -19%
AAM
130
Ardevora Asset Management
United Kingdom
$29.5M -$1.18M -17,200 -4%
BA
131
Boston Advisors
Massachusetts
$28.3M +$21.4M +310,893 +379%
FWIA
132
Fort Washington Investment Advisors
Ohio
$28.2M +$26.3M +383,008 +4,702%
BHC
133
Bowen Hanes & Co
Florida
$27.6M +$4.22M +61,480 +19%
M&T Bank
134
M&T Bank
New York
$27.4M -$537K -7,820 -2%
NAM
135
NorthCoast Asset Management
Connecticut
$27.3M -$196K -2,861 -0.7%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$26.3M +$13.3M +194,239 +114%
TAF
137
Tredje AP-fonden
Sweden
$26M +$218K +3,170 +0.9%
Balyasny Asset Management
138
Balyasny Asset Management
Illinois
$25.6M +$23.9M +347,679 +4,580%
PMAM
139
Picton Mahoney Asset Management
Ontario, Canada
$25.5M -$831K -12,100 -3%
BC
140
Blackhill Capital
New Jersey
$25.1M
SFM
141
Stack Financial Management
Montana
$24.5M -$305K -4,446 -1%
CFB
142
Cullen/Frost Bankers
Texas
$24M -$501K -7,300 -2%
SCP
143
Sandhill Capital Partners
New York
$24M -$583K -8,487 -2%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$23.8M +$1.36M +19,800 +6%
AI
145
Axiom Investors
Connecticut
$23.6M +$22.5M +326,948 New
USAA
146
United Services Automobile Association
Texas
$23.4M -$15.9K -232 -0.1%
FMI
147
Factory Mutual Insurance
Massachusetts
$23.4M
TD Asset Management
148
TD Asset Management
Ontario, Canada
$23.4M -$2.88M -41,922 -11%
IAM
149
Impax Asset Management
New Hampshire
$22.8M
Fidelity Investments
150
Fidelity Investments
Massachusetts
$22.8M -$2.32M -33,849 -10%

ZTS Hedge Fund Activity: Q4 2017 in Review

854 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2017, worth a combined $32.4B — up 11% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ZTS positions and 38 closed out — a net gain of 89 holders — while 323 added to existing stakes and 294 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $434M.

  • 854 institutional investors held Zoetis (ZTS) as of Q4 2017, up from 772 in Q3 2017.
  • Funds reported $32.4B of Zoetis stock for Q4 2017, up 11% quarter-over-quarter.
  • 127 funds opened new Zoetis positions in Q4 2017 and 38 closed out, a net change of +89 holders.
  • The largest Zoetis buyer in Q4 2017 was Polen Capital Management, an estimated $273M added.
  • The largest Zoetis seller in Q4 2017 was T. Rowe Price Associates, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2017.