Zoetis
614 hedge funds and large institutions have $21.2B invested in Zoetis in 2015 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 230 increasing their positions, 229 reducing their positions, and 44 closing their positions.
77% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 44
56% more call options, than puts
Call options by funds: $305M | Put options by funds: $196M
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
6% more capital invested
Capital invested by funds: $19.9B → $21.2B (+$1.28B)
4% more funds holding
Funds holding: 590 → 614 (+24)
0% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 229
0.85% less ownership
Funds ownership: 92.41% → 91.56% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$180M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$178M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$164M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$121M |
| 5 |
GAM
GVO Asset Management
Zug,
Switzerland
|
+$94.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$678M |
| 2 |
PCM
Pentwater Capital Management
Naples,
Florida
|
-$140M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$125M |
| 4 |
State Street
Boston,
Massachusetts
|
-$87.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$84.6M |
ZTS Hedge Fund Activity: Q1 2015 in Review
614 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2015, worth a combined $21.2B — up 6.4% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new ZTS positions and 44 closed out — a net gain of 34 holders — while 230 added to existing stakes and 229 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Wellington Management Group, cutting an estimated $678M.
- 614 institutional investors held Zoetis (ZTS) as of Q1 2015, up from 590 in Q4 2014.
- Funds reported $21.2B of Zoetis stock for Q1 2015, up 6.4% quarter-over-quarter.
- 78 funds opened new Zoetis positions in Q1 2015 and 44 closed out, a net change of +34 holders.
- The largest Zoetis buyer in Q1 2015 was Morgan Stanley, an estimated $180M added.
- The largest Zoetis seller in Q1 2015 was Wellington Management Group, an estimated $678M sold.
Based on aggregated 13F filings for Q1 2015.