HoldingsChannel.com
ZIM Holdings Changes image
This page summarizes the ZIM holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether ZIM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing ZIM Share Count
Walleye Trading LLC 1,614 89,566 +87,952 +5449.32%
Signaturefd LLC 5 275 +270 +5400.00%
Point72 Asset Management L.P. 20,528 831,170 +810,642 +3948.96%
Group One Trading L.P. 8,982 329,801 +320,819 +3571.80%
Allianz Asset Management GmbH 10,450 161,552 +151,102 +1445.95%
Ronald Blue Trust Inc. 610 4,296 +3,686 +604.26%
Newbridge Financial Services Group Inc. 300 2,100 +1,800 +600.00%
Citigroup Inc. 5,403 36,633 +31,230 +578.01%
FMR LLC 11,842 75,657 +63,815 +538.89%
Jane Street Group LLC 109,977 631,947 +521,970 +474.62%
GSA Capital Partners LLP 14,562 77,450 +62,888 +431.86%
Morgan Stanley 683,002 2,595,934 +1,912,932 +280.08%
Jefferies Financial Group Inc. 126,745 467,966 +341,221 +269.22%
Rhumbline Advisers 1,401 4,446 +3,045 +217.34%
Seven Eight Capital LP 31,475 83,745 +52,270 +166.07%
Northern Trust Corp 17,674 44,929 +27,255 +154.21%
Wells Fargo & Company MN 57,473 144,748 +87,275 +151.85%
Bank of Montreal Can 55,506 132,691 +77,185 +139.06%
Cubist Systematic Strategies LLC 100 216 +116 +116.00%
Clear Harbor Asset Management LLC 69,030 138,475 +69,445 +100.60%
Toroso Investments LLC 23,902 47,114 +23,212 +97.11%
Tower Research Capital LLC TRC 1,734 3,335 +1,601 +92.33%
Susquehanna International Group LLP 168,899 314,836 +145,937 +86.40%
Charles Schwab Investment Management Inc. 280,148 512,103 +231,955 +82.80%
LPL Financial LLC 59,446 102,177 +42,731 +71.88%
State of Wyoming 8,317 13,658 +5,341 +64.22%
Balyasny Asset Management LLC 315,082 510,214 +195,132 +61.93%
American Century Companies Inc. 898,491 1,293,729 +395,238 +43.99%
APG Asset Management N.V. 168,300 233,100 +64,800 +38.50%
International Assets Investment Management LLC 13,315 17,600 +4,285 +32.18%
Credit Suisse AG 120,633 153,163 +32,530 +26.97%
Barclays PLC 93,145 111,547 +18,402 +19.76%
Global Retirement Partners LLC 38,781 45,493 +6,712 +17.31%
BlackRock Inc. 2,297,323 2,664,701 +367,378 +15.99%
Bank of New York Mellon Corp 19,061 21,697 +2,636 +13.83%
Alliancebernstein L.P. 34,241 38,559 +4,318 +12.61%
Cetera Investment Advisers 21,056 23,602 +2,546 +12.09%
Kestra Advisory Services LLC 31,002 33,704 +2,702 +8.72%
State Street Corp 848,066 898,824 +50,758 +5.99%
Vident Advisory LLC 170,494 179,185 +8,691 +5.10%
Bank of America Corp DE 481,872 503,915 +22,043 +4.57%
Geode Capital Management LLC 77,305 80,095 +2,790 +3.61%
Regatta Capital Group LLC 14,254 14,768 +514 +3.61%
Pacer Advisors Inc. 88 91 +3 +3.41%
Keebeck Alpha LP 47,872 49,236 +1,364 +2.85%
California State Teachers Retirement System 100,589 102,344 +1,755 +1.74%
AXQ Capital LP 34,300 34,600 +300 +0.87%
UBS Asset Management Americas Inc. 82,160 82,512 +352 +0.43%
13F Filers Reporting New Positions In ZIM
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 1,137 +1,137 +100%
Public Employees Retirement Association of Colorado 0 18,700 +18,700 +100%
Barrett & Company Inc. 0 100 +100 +100%
Wellington Management Group LLP 0 89,820 +89,820 +100%
Wolverine Trading LLC 0 10,314 +10,314 +100%
Itau Unibanco Holding S.A. 0 28,600 +28,600 +100%
Arrowstreet Capital Limited Partnership 0 19,660 +19,660 +100%
SG Americas Securities LLC 0 52,478 +52,478 +100%
Norges Bank 0 61,800 +61,800 +100%
Prelude Capital Management LLC 0 58,351 +58,351 +100%
GTS Securities LLC 0 18,553 +18,553 +100%
Mitsubishi UFJ Trust & Banking Corp 0 49,234 +49,234 +100%
Two Sigma Advisers LP 0 153,800 +153,800 +100%
Parallax Volatility Advisers L.P. 0 135,032 +135,032 +100%
Cetera Advisor Networks LLC 0 53,391 +53,391 +100%
Encompass Capital Advisors LLC 0 2,079,659 +2,079,659 +100%
PDT Partners LLC 0 393,167 +393,167 +100%
Private Advisor Group LLC 0 12,819 +12,819 +100%
Headlands Technologies LLC 0 12,258 +12,258 +100%
Advisory Services Network LLC 0 14,418 +14,418 +100%
Focused Wealth Management Inc 0 25 +25 +100%
Engineers Gate Manager LP 0 39,720 +39,720 +100%
Squarepoint Ops LLC 0 10,345 +10,345 +100%
AE Wealth Management LLC 0 38,390 +38,390 +100%
Counterpoint Mutual Funds LLC 0 13,811 +13,811 +100%
Caption Management LLC 0 3,026 +3,026 +100%
Diametric Capital LP 0 11,289 +11,289 +100%
ExodusPoint Capital Management LP 0 35,519 +35,519 +100%
Cresset Asset Management LLC 0 303,682 +303,682 +100%
Nebula Research & Development LLC 0 41,147 +41,147 +100%
Scarborough Advisors LLC 0 54 +54 +100%
Planned Solutions Inc. 0 700 +700 +100%
Jump Financial LLC 0 13,154 +13,154 +100%
Corton Capital Inc. 0 15,963 +15,963 +100%
Beacon Capital Management LLC 0 374 +374 +100%
Susquehanna Portfolio Strategies LLC 0 107,614 +107,614 +100%
Arlington Trust Co LLC 0 157 +157 +100%
Rakuten Securities Inc. 0 303 +303 +100%
Voisard Asset Management Group Inc. 0 800 +800 +100%
Creekmur Asset Management LLC 0 131 +131 +100%
Napatree Capital LLC 0 28,459 +28,459 +100%
13F Filers With Unchanged Share Count
Vanguard Group Inc. 140,883 140,883 UNCH 0.00%
The PNC Financial Services Group Inc. 400 400 UNCH 0.00%
First Manhattan Co. 3,000 3,000 UNCH 0.00%
NBC Securities Inc. 200 200 UNCH 0.00%
Harbour Investments Inc. 1,333 1,333 UNCH 0.00%
Deutsche Bank AG 4,323 4,323 UNCH 0.00%
Sculptor Capital LP 262,100 262,100 UNCH 0.00%
Nomura Asset Management Co. Ltd. 2,050 2,050 UNCH 0.00%
Bourgeon Capital Management LLC 150 150 UNCH 0.00%
Proffitt & Goodson Inc. 100 100 UNCH 0.00%
Whittier Trust Co. 600 600 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 25 25 UNCH 0.00%
Hilltop Holdings Inc. 10,000 10,000 UNCH 0.00%
Private Trust Co. NA 877 877 UNCH 0.00%
Canada Pension Plan Investment Board 59,100 59,100 UNCH 0.00%
Altshuler Shaham Ltd 3,461 3,461 UNCH 0.00%
Menora Mivtachim Holdings LTD. 2,691,036 2,691,036 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 22,852 22,852 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 225 225 UNCH 0.00%
Nuveen Asset Management LLC 78,185 78,185 UNCH 0.00%
Annex Advisory Services LLC 21,802 21,802 UNCH 0.00%
NewSquare Capital LLC 100 100 UNCH 0.00%
Bartlett & Co. LLC 2,040 2,040 UNCH 0.00%
Allworth Financial LP 100 100 UNCH 0.00%
JJJ Advisors Inc. 65 65 UNCH 0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 500 500 UNCH 0.00%
Private Ocean LLC 214 214 UNCH 0.00%
Mark Sheptoff Financial Planning LLC 1,500 1,500 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 300 300 UNCH 0.00%
Institutional & Family Asset Management LLC 1 1 UNCH 0.00%
Founders Capital Management 1,900 1,900 UNCH 0.00%
Sound Income Strategies LLC 20 20 UNCH 0.00%
VisionPoint Advisory Group LLC 1,125 1,125 UNCH 0.00%
Geneos Wealth Management Inc. 7,650 7,650 UNCH 0.00%
MBE Wealth Management LLC 10,001 10,001 UNCH 0.00%
Banque Cantonale Vaudoise 4,150 4,150 UNCH 0.00%
Atticus Wealth Management LLC 2 2 UNCH 0.00%
IAG Wealth Partners LLC 97 97 UNCH 0.00%
Iron Horse Wealth Management LLC 61 61 UNCH 0.00%
Tucker Asset Management LLC 707 707 UNCH 0.00%
Activest Wealth Management 1,000 1,000 UNCH 0.00%
Union Investments & Development Ltd. 2,500 2,500 UNCH 0.00%
Financial Connections Group Inc. 147 147 UNCH 0.00%
Autumn Glory Partners LLC 12,500 12,500 UNCH 0.00%
Armstrong Advisory Group Inc. 500 500 UNCH 0.00%
Cape Investment Advisory Inc. 268 268 UNCH 0.00%
Impact Partnership Wealth LLC 978 978 UNCH 0.00%
Pictet Asset Management Holding SA 11,936 11,936 UNCH 0.00%
Jamison Private Wealth Management Inc. 2,159 2,159 UNCH 0.00%
Bartlett & CO. Wealth Management LLC 2,040 2,040 UNCH 0.00%
13F Filers Decreasing ZIM Share Count
Acadian Asset Management LLC 446,824 16,386 -430,438 -96.33%
Russell Investments Group Ltd. 6,700 396 -6,304 -94.09%
Migdal Insurance & Financial Holdings Ltd. 1,110,000 170,000 -940,000 -84.68%
Steward Partners Investment Advisory LLC 11,728 2,094 -9,634 -82.15%
US Bancorp DE 6,946 1,649 -5,297 -76.26%
Simplex Trading LLC 365,198 89,647 -275,551 -75.45%
Hsbc Holdings PLC 55,779 13,802 -41,977 -75.26%
TD Waterhouse Canada Inc. 1,235 353 -882 -71.42%
Truvestments Capital LLC 1,319 401 -918 -69.60%
Tudor Investment Corp Et Al 72,873 23,258 -49,615 -68.08%
Aua Capital Management LLC 31,991 10,633 -21,358 -66.76%
Advisor Group Holdings Inc. 106,226 35,347 -70,879 -66.72%
Hexagon Capital Partners LLC 329 115 -214 -65.05%
Royal Bank of Canada 17,027 6,330 -10,697 -62.82%
D. E. Shaw & Co. Inc. 197,358 77,805 -119,553 -60.58%
Man Group plc 212,513 100,706 -111,807 -52.61%
Bell Investment Advisors Inc 16 8 -8 -50.00%
Meitav Dash Investments Ltd. 288,645 145,013 -143,632 -49.76%
Sigma Planning Corp 19,796 10,152 -9,644 -48.72%
Wealth Enhancement Advisory Services LLC 20,570 11,912 -8,658 -42.09%
Coppell Advisory Solutions LLC 2,198 1,304 -894 -40.67%
GWM Advisors LLC 1,075 662 -413 -38.42%
Renaissance Technologies LLC 78,804 48,800 -30,004 -38.07%
Occudo Quantitative Strategies LP 24,541 16,058 -8,483 -34.57%
Vestcor Inc 51,830 35,024 -16,806 -32.43%
Parallel Advisors LLC 2,953 2,004 -949 -32.14%
Cutler Group LP 29,370 20,500 -8,870 -30.20%
Goldman Sachs Group Inc. 1,410,580 1,010,664 -399,916 -28.35%
Spire Wealth Management 672 500 -172 -25.60%
UBS Group AG 117,010 93,543 -23,467 -20.06%
Clear Street Markets LLC 5,600 4,700 -900 -16.07%
IFP Advisors Inc 2,500 2,100 -400 -16.00%
CWM LLC 1,771 1,529 -242 -13.66%
Raymond James & Associates 26,508 23,071 -3,437 -12.97%
PFG Investments LLC 28,715 25,011 -3,704 -12.90%
Millennium Management LLC 398,369 348,589 -49,780 -12.50%
Citadel Advisors LLC 1,734,819 1,529,470 -205,349 -11.84%
National Bank of Canada FI 3,175 2,803 -372 -11.72%
Swiss National Bank 212,900 190,300 -22,600 -10.62%
Toth Financial Advisory Corp 500 450 -50 -10.00%
X Square Capital LLC 20,080 18,280 -1,800 -8.96%
Commonwealth Equity Services LLC 32,887 30,212 -2,675 -8.13%
Raymond James Financial Services Advisors Inc. 65,890 61,826 -4,064 -6.17%
Atria Wealth Solutions Inc. 23,850 22,800 -1,050 -4.40%
Legal & General Group Plc 96,447 92,316 -4,131 -4.28%
Van ECK Associates Corp 33,686 32,663 -1,023 -3.04%
Cambridge Investment Research Advisors Inc. 38,920 37,756 -1,164 -2.99%
Harel Insurance Investments & Financial Services Ltd. 8,232 8,053 -179 -2.17%
GW Henssler & Associates Ltd. 16,564 16,208 -356 -2.15%
Invesco Ltd. 106,351 105,145 -1,206 -1.13%
JPMorgan Chase & Co. 67,934 67,546 -388 -0.57%
13F Filers Exiting ZIM
Strategic Investment Solutions Inc. IL 6,489 0 -6,489 -100.00%
Ethos Financial Group LLC 12,200 0 -12,200 -100.00%
Hibernia Wealth Partners LLC 1,000 0 -1,000 -100.00%
XTX Topco Ltd 17,874 0 -17,874 -100.00%
Vise Technologies Inc. 12,532 0 -12,532 -100.00%
Walleye Capital LLC 13,033 0 -13,033 -100.00%
PEAK6 Investments LLC 6,211 0 -6,211 -100.00%
Integrated Wealth Concepts LLC 18,376 0 -18,376 -100.00%
Paradiem LLC 59,471 0 -59,471 -100.00%
Bridgefront Capital LLC 12,334 0 -12,334 -100.00%
Flaharty Asset Management LLC 463 0 -463 -100.00%
Phoenix Holdings Ltd. 46,660 0 -46,660 -100.00%
Schonfeld Strategic Advisors LLC 78,000 0 -78,000 -100.00%
Kestra Private Wealth Services LLC 10,221 0 -10,221 -100.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 27,630 0 -27,630 -100.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 61,490 0 -61,490 -100.00%
GFG Capital LLC 29,678 0 -29,678 -100.00%
Bayesian Capital Management LP 24,600 0 -24,600 -100.00%
WINTON GROUP Ltd 36,621 0 -36,621 -100.00%
Vontobel Holding Ltd. 18,789 0 -18,789 -100.00%
Virtu Financial LLC 25,472 0 -25,472 -100.00%
Ancora Advisors LLC 100 0 -100 -100.00%
Robeco Institutional Asset Management B.V. 176 0 -176 -100.00%
Mariner LLC 12,111 0 -12,111 -100.00%
BBR Partners LLC 60,058 0 -60,058 -100.00%
Amundi 1,565 0 -1,565 -100.00%
Marshall Wace LLP 49,918 0 -49,918 -100.00%
Guggenheim Capital LLC 24,454 0 -24,454 -100.00%
Bluefin Capital Management LLC 32,532 0 -32,532 -100.00%
RBF Capital LLC 83,000 0 -83,000 -100.00%
GMT Capital Corp 262,100 0 -262,100 -100.00%
Adirondack Trust Co. 100 0 -100 -100.00%
Segall Bryant & Hamill LLC 46,500 0 -46,500 -100.00%
Toronto Dominion Bank 243 0 -243 -100.00%
Ontario Teachers Pension Plan Board 73,453 0 -73,453 -100.00%
Mackenzie Financial Corp 1,278,985 0 -1,278,985 -100.00%
MML Investors Services LLC 12,721 0 -12,721 -100.00%
Sei Investments Co. 30,800 0 -30,800 -100.00%
Truist Financial Corp 10,959 0 -10,959 -100.00%

See Summary: Institutional Holders of ZIM
See Details: Top 10 Hedge Funds Holding ZIM

ZIM Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.