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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
SCA
1501
Stonebridge Capital Advisors
Minnesota
$8.32K
SCA
1502
Stuart Chaussee & Associates
California
$8.32K
CIM
1503
Contravisory Investment Management
Massachusetts
$8.32K +$8.2K +50 New
BCM
1504
Bourgeon Capital Management
Connecticut
$7.82K
ECM
1505
Estabrook Capital Management
New York
$7.82K
RWM
1506
Ruedi Wealth Management
Illinois
$7.16K
BAM
1507
Byrne Asset Management
New Jersey
$7K
KSWA
1508
Kathleen S. Wright Associates
Pennsylvania
$6.16K
TJHA
1509
Thomas J. Herzfeld Advisors
Florida
$6.16K
AW
1510
Avion Wealth
Texas
$6K +$492 +3 +8%
CIA
1511
Cascade Investment Advisors
Oregon
$5.83K +$5.74K +35 New
DF
1512
DecisionPoint Financial
Arizona
$5.49K
OCM
1513
Orion Capital Management
California
$5.33K
DI
1514
Disciplined Investments
Oklahoma
$5.33K +$1.15K +7 +28%
CFD
1515
Creative Financial Designs
Indiana
$5.16K +$4.1K +25 +417%
PS
1516
PayPay Securities
Japan
$4.83K -$1.48K -9 -24%
CCMI
1517
Creative Capital Management Investments
California
$4.66K +$4.59K +28 New
ETC
1518
Exchange Traded Concepts
Oklahoma
$4.33K -$819 -5 -16%
FWM
1519
Focused Wealth Management
New York
$4.33K
AIP
1520
Ahrens Investment Partners
Louisiana
$4.24K +$4.26K +26 New
PCM
1521
Penserra Capital Management
California
$4K
TFGT
1522
TS Financial Group (TSFG)
Illinois
$4K
SIC
1523
SJS Investment Consulting
Ohio
$4K +$328 +2 +9%
KFS
1524
Kelly Financial Services
Massachusetts
$3.87K
BBPWM
1525
Blue Bell Private Wealth Management
Pennsylvania
$3.66K

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.