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1,414 hedge funds and large institutions have $67.7B invested in Zoetis in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 613 increasing their positions, 469 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 469

15% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 107

0% more funds holding

Funds holding: 1,4101,414 (+4)

0.11% more ownership

Funds ownership: 91.21%91.32% (+0.11%)

6% less capital invested

Capital invested by funds: $72.3B → $67.7B (-$4.52B)

22% less call options, than puts

Call options by funds: $183M | Put options by funds: $235M

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
1,414
Holders Change
+4
Holders Change %
+0.28%
% of All Funds
24.83%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.39%
New
123
Increased
613
Reduced
469
Closed
107
Calls
$183M
Puts
$235M
Net Calls
-$52.6M
Net Calls Change
+$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
1501
Briaud Financial Planning
Texas
-$202 -166 Closed
TAM
1502
Tucker Asset Management
Colorado
-$20K -121 Closed
OIM
1503
Oder Investment Management
California
-$18K -109 Closed
AWG
1504
Altus Wealth Group
Colorado
-$14K -89 Closed
IA
1505
Inspire Advisors
Idaho
-$15K -89 Closed
CWM
1506
Curi Wealth Management
North Carolina
-$12K -74 Closed
DSC
1507
Duncker Streett & Co
Missouri
-$12K -71 Closed
KCM
1508
Kathmere Capital Management
Pennsylvania
-$11K -64 Closed
IA
1509
IFS Advisors
Kansas
-$9K -60 Closed
NG
1510
NWK Group
California
-$5K -32 Closed
SSWG
1511
Seven Springs Wealth Group
Tennessee
-$5K -31 Closed
GSAM
1512
Grant Street Asset Management
Pennsylvania
-$5K -30 Closed
PS
1513
Planned Solutions
California
-$5K -30 Closed
DWM
1514
Defined Wealth Management
Oregon
-$5K -29 Closed
MCM
1515
McMillion Capital Management
North Carolina
-$2K -13 Closed
DWMG
1516
DB Wealth Management Group
California
-$2K -11 Closed
EWM
1517
Endurance Wealth Management
Rhode Island
-$2K -11 Closed
BSSFA
1518
Baron Silver Stevens Financial Advisors
Florida
-$1K -9 Closed
RG
1519
Retirement Group
California
-$1K -9 Closed
TI
1520
tru Independence
Oregon
-$1 -9 Closed
SC
1521
Solstein Capital
California
-$66.7K -6 Closed

ZTS Hedge Fund Activity: Q1 2021 in Review

1,414 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2021, worth a combined $67.7B — down 6.3% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ZTS positions and 107 closed out — a net gain of 16 holders — while 613 added to existing stakes and 469 trimmed.

The largest buyer was AustralianSuper, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $342M.

  • 1,414 institutional investors held Zoetis (ZTS) as of Q1 2021, up from 1,410 in Q4 2020.
  • Funds reported $67.7B of Zoetis stock for Q1 2021, down 6.3% quarter-over-quarter.
  • 123 funds opened new Zoetis positions in Q1 2021 and 107 closed out, a net change of +16 holders.
  • The largest Zoetis buyer in Q1 2021 was AustralianSuper, an estimated $197M added.
  • The largest Zoetis seller in Q1 2021 was Fidelity Investments, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2021.