Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZIM INTEGRATED SHIPPING SERV (ZIM)

243 + Investors. Track Smart Money conviction in ZIM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — ZIM

Based on 218 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ZIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
218 funds currently hold this stock — 91% of the 3.0-year high of 240 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ZIM is almost the same as a year ago (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

119 buying123 selling
Last quarter: 123 funds reduced or exited vs 119 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new ZIM position: 43 → 51 → 30 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new
109 out of 218 hedge funds have held ZIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +68% but shares only +14% — price-driven

Value
+68%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +68%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~51 new funds/quarter

50 → 43 → 51 → 30 → 51 new funds/Q
New funds entering each quarter: 43 → 51 → 30 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 9% 1-2yr ■ 28% new
Of 243 current holders: 154 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
27 of 218 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ZIM

How many hedge funds hold ZIM — quarterly history vs. share price
Quarterly hedge fund ownership of ZIM vs. share price

Market Analysis: ZIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZIM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 3 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: ZIM
2026 Q1 Stats Unlock in 20 days 243 + Investors

Track Smart Money conviction in ZIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 243 243 -
13F Shares 76M 67M 13.57%
Total Value $1.53B $911M 67.97%
New Positions 53 33 +20
Increased Positions 100 122 -22
Closed Positions 49 59 -10
Reduced Positions 119 124 -5
Total Calls 14 17 -17.65%
Total Puts 16 15 6.67%
PUT/CALL Ratio 1.14 0.88 Neutral

Statistics: ZIM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

243 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZIM. Verified SEC 13F-HR filings.

Top 25 institutional holders of ZIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yelin Lapidot Holdings Management Ltd. 17.94% 3,268,773 $86.1M
2 ALPINE ASSOCIATES MANAGEMENT INC. 1.84% 1,181,300 $31.1M
3 MEITAV INVESTMENT HOUSE LTD 1.13% 3,906,396 $102.9M
4 VISION FINANCIAL MARKETS LLC 0.73% 28,300 $746K
5 Connecticut Capital Management Group, LLC 0.24% 9,593 $253K
6 R Squared Ltd 0.20% 13,528 $356K
7 FNY Investment Advisers, LLC 0.19% 16,160 —
8 MBE Wealth Management, LLC 0.18% 16,241 $428K
9 Bright Futures Wealth Management, LLC. 0.17% 9,486 $250K
10 SIERRA SUMMIT ADVISORS LLC 0.11% 29,365 $774K
11 DLK Investment Management, LLC 0.11% 10,257 $270K
12 Bayforest Capital Ltd 0.11% 3,577 $94K
13 Redhawk Wealth Advisors, Inc. 0.10% 33,446 $881K
14 CWA Asset Management Group, LLC 0.09% 104,939 $2.8M
15 Baron Wealth Management LLC 0.09% 11,216 $296K
16 Essex LLC 0.07% 14,757 $389K
17 Plan Group Financial, LLC 0.07% 10,590 $279K
18 Y-Intercept (Hong Kong) Ltd 0.06% 129,368 $3.4M
19 Unison Advisors LLC 0.06% 27,984 $737K
20 SBI Securities Co., Ltd. 0.04% 59,768 $1.6M
21 AFFINITY WEALTH MANAGEMENT LLC 0.04% 9,463 $249K
22 Founders Capital Management 0.04% 2,900 $76K
23 PFG Investments, LLC 0.02% 18,985 $500K
24 Signal Advisors Wealth, LLC 0.02% 12,268 $323K
25 CIDEL ASSET MANAGEMENT INC 0.02% 12,388 $326K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ZIM INTEGRATED SHIPPING SERV (ZIM)

What does the Smart Money Trend signal show for ZIM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ZIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZIM?

More sellers than buyers — 49% buying: Last quarter: 123 funds reduced or exited vs 119 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ZIM holders?

Strong quality — 22% AUM from major funds: 27 of 218 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ZIM?

50% of holders stayed for 2+ years: 109 out of 218 hedge funds have held ZIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.