Zoetis
1,254 hedge funds and large institutions have $59.8B invested in Zoetis in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 498 increasing their positions, 458 reducing their positions, and 72 closing their positions.
90% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 72
16% more capital invested
Capital invested by funds: $51.7B → $59.8B (+$8.1B)
5% more funds holding
Funds holding: 1,198 → 1,254 (+56)
9% more repeat investments, than reductions
Existing positions increased: 498 | Existing positions reduced: 458
7% more call options, than puts
Call options by funds: $224M | Put options by funds: $210M
0.55% less ownership
Funds ownership: 92.51% → 91.96% (-0.55%)
28% less funds holding in top 10
Funds holding in top 10: 58 → 42 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$132M |
| 2 |
Morgan Stanley
New York
|
+$132M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$106M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$99.7M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$93.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$233M |
| 2 |
BlackRock
New York
|
-$152M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$123M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$116M |
| 5 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
|
-$94.5M |
ZTS Hedge Fund Activity: Q2 2020 in Review
1,254 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q2 2020, worth a combined $59.8B — up 16% from $51.7B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new ZTS positions and 72 closed out — a net gain of 65 holders — while 498 added to existing stakes and 458 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $233M.
- 1,254 institutional investors held Zoetis (ZTS) as of Q2 2020, up from 1,198 in Q1 2020.
- Funds reported $59.8B of Zoetis stock for Q2 2020, up 16% quarter-over-quarter.
- 137 funds opened new Zoetis positions in Q2 2020 and 72 closed out, a net change of +65 holders.
- The largest Zoetis buyer in Q2 2020 was Polen Capital Management, an estimated $132M added.
- The largest Zoetis seller in Q2 2020 was Fidelity Investments, an estimated $233M sold.
Based on aggregated 13F filings for Q2 2020.