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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
TWM
1476
Tradition Wealth Management
Minnesota
$212K +$37.9K +214 +25%
SW
1477
Simplicity Wealth
New Jersey
$212K +$190K +1,073 New
APW
1478
Austin Private Wealth
Texas
$212K +$190K +1,073 New
OC
1479
Oarsman Capital
Wisconsin
$211K +$189K +1,068 New
EBT
1480
Enterprise Bank & Trust
Massachusetts
$210K +$189K +1,066 New
TAM
1481
Tocqueville Asset Management
New York
$208K +$187K +1,056 New
SAM
1482
Secure Asset Management
Michigan
$208K +$187K +1,055 New
CIA
1483
Cape Investment Advisory
Georgia
$208K +$186K +1,052 New
ST
1484
Spinnaker Trust
Maine
$207K +$186K +1,050 New
CPA
1485
Cardiff Park Advisors
California
$207K +$186K +1,049 New
CFO
1486
CVA Family Office
Colorado
$206K -$65K -367 -26%
BFM
1487
Boston Financial Management
Massachusetts
$205K +$184K +1,041 New
CFGA
1488
Cambridge Financial Group (Arizona)
Arizona
$204K +$183K +1,035 New
BSAM
1489
Blue Square Asset Management
New York
$204K +$183K +1,032 New
WT
1490
Washington Trust
Rhode Island
$203K +$3.19K +18 +2%
DPI
1491
Diversified Portfolios Inc
Michigan
$203K +$182K +1,028 New
WSC
1492
Wellington Shields & Co
New York
$203K -$177K -1,000 -49%
LI
1493
Lafayette Investments
Maryland
$203K +$182K +1,027 New
GC
1494
Gibson Capital
Pennsylvania
$202K +$181K +1,025 New
BIG
1495
Builder Investment Group
Georgia
$202K +$181K +1,021 New
MA
1496
MONECO Advisors
Connecticut
$201K +$180K +1,019 New
MAM
1497
Magellan Asset Management
Australia
$198K
LFASL
1498
Lugano Financial Advisors SA (LFA)
Switzerland
$197K
MHR
1499
Matthew Hamilton Rosenberg
$197K
MUAMU
1500
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$197K

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.