Zoetis
497 hedge funds and large institutions have $13.2B invested in Zoetis in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 167 reducing their positions, and 58 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 167
16% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 58
8% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $61.9M
0% more funds holding
Funds holding: 495 → 497 (+2)
5% less capital inflows, than outflows
Capital inflows: $2.57B | Capital outflows: $2.71B
1.8% less ownership
Funds ownership: 92.77% → 90.97% (-1.8%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Brothers Harriman & Co
New York
|
+$519M |
| 2 |
Carmignac Gestion
Paris,
France
|
+$383M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$280M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$199M |
| 5 |
Sachem Head Capital Management
New York
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Maverick Capital
Dallas,
Texas
|
-$250M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$169M |
| 3 |
State Street
Boston,
Massachusetts
|
-$138M |
| 4 |
SAC Capital Advisors
Stamford,
Connecticut
|
-$124M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
-$118M |
ZTS Hedge Fund Activity: Q1 2014 in Review
497 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2014, worth a combined $13.2B — down 13% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ZTS positions and 58 closed out — a net gain of 9 holders — while 203 added to existing stakes and 167 trimmed.
The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $519M. The largest seller was Maverick Capital, exiting entirely with an estimated $250M sold.
- 497 institutional investors held Zoetis (ZTS) as of Q1 2014, up from 495 in Q4 2013.
- Funds reported $13.2B of Zoetis stock for Q1 2014, down 13% quarter-over-quarter.
- 67 funds opened new Zoetis positions in Q1 2014 and 58 closed out, a net change of +9 holders.
- The largest Zoetis buyer in Q1 2014 was Brown Brothers Harriman & Co, an estimated $519M added.
- The largest Zoetis seller in Q1 2014 was Maverick Capital, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2014.