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854 hedge funds and large institutions have $32.4B invested in Zoetis in 2017 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 323 increasing their positions, 294 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 38

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $228M | Put options by funds: $164M

11% more capital invested

Capital invested by funds: $29.3B → $32.4B (+$3.12B)

11% more funds holding

Funds holding: 772854 (+82)

10% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 294

1.55% less ownership

Funds ownership: 93.96%92.41% (-1.5%)

Holders
854
Holders Change
+82
Holders Change %
+10.62%
% of All Funds
19.37%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.45%
New
127
Increased
323
Reduced
294
Closed
38
Calls
$228M
Puts
$164M
Net Calls
+$63.1M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.77B +$95.8M +1,394,156 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5B +$32.6M +474,081 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.65B -$434M -6,322,506 -22%
State Street
4
State Street
Massachusetts
$1.44B -$16.2M -236,271 -1%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$1.38B
Morgan Stanley
6
Morgan Stanley
New York
$1.21B -$31.3M -456,176 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.03B -$30.7M -446,599 -3%
ClearBridge Investments
8
ClearBridge Investments
New York
$685M +$24.3M +353,622 +4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$640M -$42.4M -616,887 -6%
BBHC
10
Brown Brothers Harriman & Co
New York
$582M -$279M -4,062,939 -33%
Bank of America
11
Bank of America
North Carolina
$578M -$98.5M -1,434,171 -15%
Brown Advisory
12
Brown Advisory
Maryland
$519M +$10.2M +149,095 +2%
IFP
13
Independent Franchise Partners
United Kingdom
$468M -$12.4M -180,109 -3%
Northern Trust
14
Northern Trust
Illinois
$423M +$1.9M +27,660 +0.5%
WRF
15
Waddell & Reed Financial
Kansas
$419M +$26.1M +379,447 +7%
TCIM
16
TIAA CREF Investment Management
New York
$407M +$5.07M +73,767 +1%
American Century Companies
17
American Century Companies
Missouri
$400M -$28.6M -416,365 -7%
Wells Fargo
18
Wells Fargo
California
$383M +$16.4M +238,061 +5%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$369M -$6.6M -96,136 -2%
Goldman Sachs
20
Goldman Sachs
New York
$364M +$26.8M +389,850 +8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$363M +$11.6M +169,228 +3%
CCM
22
Cantillon Capital Management
New York
$361M -$23.9M -347,457 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$358M +$774K +11,265 +0.2%
Lazard Asset Management
24
Lazard Asset Management
New York
$349M -$23.3M -339,662 -7%
DCP
25
DSM Capital Partners
Florida
$327M +$2.73M +39,815 +0.9%

ZTS Hedge Fund Activity: Q4 2017 in Review

854 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2017, worth a combined $32.4B — up 11% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ZTS positions and 38 closed out — a net gain of 89 holders — while 323 added to existing stakes and 294 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $434M.

  • 854 institutional investors held Zoetis (ZTS) as of Q4 2017, up from 772 in Q3 2017.
  • Funds reported $32.4B of Zoetis stock for Q4 2017, up 11% quarter-over-quarter.
  • 127 funds opened new Zoetis positions in Q4 2017 and 38 closed out, a net change of +89 holders.
  • The largest Zoetis buyer in Q4 2017 was Polen Capital Management, an estimated $273M added.
  • The largest Zoetis seller in Q4 2017 was T. Rowe Price Associates, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2017.