Vault-13

ZIM INTEGRATED SHIPPING SERV ZIM

SHS · Common Stock · CUSIP M9T951109

197 institutional holders +3 vs Q3 2023
28,532,23528.5m shares reported held*
$281.7mreported value*
35 new 49 added 51 reduced 38 sold out net bought ≈ $67.1m (+7.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($47.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.87. Options: 19 managers hold calls ($99.6m notional), 23 hold puts ($109.2m).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 245Q4 22: 240Q1 23: 230Q2 23: 189Q3 23: 194Q4 23: 197197Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022245
Q4 2022240
Q1 2023230
Q2 2023189
Q3 2023194
Q4 2023197

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 127 bought or addedQ4 22: 128 cut or sold outQ4 22Q1 23: 119 bought or addedQ1 23: 135 cut or sold outQ1 23Q2 23: 94 bought or addedQ2 23: 124 cut or sold outQ2 23Q3 23: 83 bought or addedQ3 23: 77 cut or sold outQ3 23Q4 23: 84 bought or addedQ4 23: 89 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022127128
Q1 2023119135
Q2 202394124
Q3 20238377
Q4 20238489

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ1 23 calls: $127.8mQ1 23 puts: $340.5mQ1 23P/C 2.66Q2 23 calls: $56.6mQ2 23 puts: $94.7mQ2 23P/C 1.67Q3 23 calls: $59.1mQ3 23 puts: $96.8mQ3 23P/C 1.64Q4 23 calls: $99.6mQ4 23 puts: $109.2mQ4 23P/C 1.10
Numbers
QuarterCallsPutsP/C
Q1 2023$127.8m$340.5m2.66
Q2 2023$56.6m$94.7m1.67
Q3 2023$59.1m$96.8m1.64
Q4 2023$99.6m$109.2m1.10

Biggest buyers

MORGAN STANLEY Added +4,508,866+4.5m
Encompass Capital Advisors LLC New +2,079,659+2.1m
Point72 Asset Management, L.P. Added +810,642+810.6k
JANE STREET GROUP, LLC Added +521,970+522.0k
AMERICAN CENTURY COMPANIES INC Added +395,238+395.2k
PDT Partners, LLC New +393,167+393.2k
BlackRock Inc. Added +367,378+367.4k
Jefferies Financial Group Inc. Added +341,221+341.2k
GROUP ONE TRADING LLC Added +320,819+320.8k
Cresset Asset Management, LLC New +303,682+303.7k

Biggest sellers

MACKENZIE FINANCIAL CORP Sold out -1,278,985-1.3m
Migdal Insurance & Financial Holdings Ltd. Reduced -940,000-940.0k
ACADIAN ASSET MANAGEMENT LLC Reduced -430,438-430.4k
GOLDMAN SACHS GROUP INC Reduced -399,916-399.9k
NORGES BANK Reduced -300,000-300.0k
SIMPLEX TRADING, LLC Reduced -275,551-275.6k
GMT Capital Corp Sold out -262,100-262.1k
Man Group plc Sold out -212,513-212.5k
CITADEL ADVISORS LLC Reduced -205,349-205.3k
MEITAV INVESTMENT HOUSE LTD Reduced -143,632-143.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $29.2m3.0m shares
GROUP ONE TRADING LLC Added $24.7m2.5m shares
CITADEL ADVISORS LLC Added $13.0m1.3m shares
SIMPLEX TRADING, LLC Added $10.2m1.0m shares
Point72 Asset Management, L.P. New $9.9m1.0m shares
Walleye Trading LLC Reduced $3.7m371.8k shares
Jefferies Financial Group Inc. Added $2.5m256.6k shares
JANE STREET GROUP, LLC Added $1.7m171.3k shares
Arvin Capital Management LP First filing $1.5m150.0k shares
WOLVERINE TRADING, LLC Reduced $1.1m109.0k shares

Biggest puts

CITADEL ADVISORS LLC Added $23.6m2.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.7m1.8m shares
GROUP ONE TRADING LLC Added $17.7m1.8m shares
Jefferies Financial Group Inc. Added $10.0m1.0m shares
GOLDMAN SACHS GROUP INC Reduced $7.8m789.5k shares
BANK OF AMERICA CORP /DE/ Added $5.6m566.7k shares
SIMPLEX TRADING, LLC Reduced $4.6m465.3k shares
Parallax Volatility Advisers, L.P. New $4.2m430.0k shares
QVT Financial LP Unchanged $3.4m346.5k shares
Sculptor Capital LP Unchanged $2.6m262.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: More Provident Funds & Pension Ltd. (2.9%, 2025-12-31), RENAISSANCE TECHNOLOGIES LLC (3.2%, 2025-11-13)

Insider purchases and sales in Q4 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,191,8685.2m $51.2m $51.2m 0.00% Added +4.5m +4,508,866
2 MENORA MIVTACHIM HOLDINGS LTD. 0.22% of their portfolio Ramat Gan, L3 2,691,0362.7m $26.6m $26.6m 0.22% Unchanged
3 BlackRock Inc. 0.00% of their portfolio New York, NY 2,664,7012.7m $26.3m $26.3m 0.00% Added +367.4k +367,378
4 Encompass Capital Advisors LLC 1.20% of their portfolio New York, NY 2,079,6592.1m $20.5m $20.5m 1.20% New
5 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 1,529,4701.5m $15.1m $15.1m 0.02% Reduced -205.3k -205,349
6 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,293,7291.3m $12.8m $12.8m 0.01% Added +395.2k +395,238
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,010,6641.0m $10.0m $10.0m 0.00% Reduced -399.9k -399,916
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 898,824898.8k $8.9m $8.9m 0.00% Added +50.8k +50,758
9 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 831,170831.2k $8.2m $8.2m 0.02% Added +810.6k +810,642
10 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 631,947631.9k $6.2m $6.2m 0.01% Added +522.0k +521,970
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 512,103512.1k $5.1m $5.1m 0.00% Added +232.0k +231,955
12 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 510,214510.2k $5.0m $5.0m 0.01% Added +195.1k +195,132
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 503,915503.9k $5.0m $5.0m 0.00% Added +22.0k +22,043
14 Jefferies Financial Group Inc. 0.07% of their portfolio NEW YORK, NY 467,966468.0k $4.6m $4.6m 0.07% Added +341.2k +341,221
15 PDT Partners, LLC 0.43% of their portfolio New York, NY 393,167393.2k $3.9m $3.9m 0.43% New
16 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 348,589348.6k $3.4m $3.4m 0.00% Reduced -49.8k -49,780
17 GROUP ONE TRADING LLC 0.10% of their portfolio CHICAGO, IL 329,801329.8k $3.3m $3.3m 0.10% Added +320.8k +320,819
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 314,836314.8k $3.1m $3.1m 0.01% Added +145.9k +145,937
19 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 303,682303.7k $3.0m $3.0m 0.02% New
20 Sculptor Capital LP 0.07% of their portfolio New York, NY 262,100262.1k $2.6m $2.6m 0.07% Unchanged
21 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 233,100233.1k $2.1m $2.1m 0.00% Added +64.8k +64,800
22 Swiss National Bank 0.00% of their portfolio ZURICH, V8 190,300190.3k $1.9m $1.9m 0.00% Reduced -22.6k -22,600
23 Vident Advisory, LLC 0.04% of their portfolio Alpharetta, GA 179,185179.2k $1.8m $1.8m 0.04% Added +8.7k +8,691
24 Migdal Insurance & Financial Holdings Ltd. 0.03% of their portfolio Petach Tikva, L3 170,000170.0k $1.7m $1.7m 0.03% Reduced -940.0k -940,000
25 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 161,552161.6k $1.6m $1.6m 0.00% Added +151.1k +151,102
26 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 153,800153.8k $1.5m $1.5m 0.00% New
27 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 153,163153.2k $1.5m $1.5m 0.00% Added +32.5k +32,530
28 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 145,013145.0k $1.4m $1.4m 0.02% Reduced -143.6k -143,632
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 144,748144.7k $1.4m $1.4m 0.00% Added +87.3k +87,275
30 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 140,883140.9k $1.4m $1.4m 0.00% Unchanged
31 Clear Harbor Asset Management, LLC 0.13% of their portfolio Stamford, CT 138,475138.5k $1.4m $1.4m 0.13% Added +69.4k +69,445
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 135,092135.1k $1.3m $1.3m 0.00% Added +67.2k +67,158
33 Parallax Volatility Advisers, L.P. 0.04% of their portfolio San Francisco, CA 135,032135.0k $1.3m $1.3m 0.04% New
34 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 132,691132.7k $1.3m $1.3m 0.00% Added +77.2k +77,185
35 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 111,547111.5k $1.1m $1.1m 0.00% Added +18.4k +18,402
36 Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio Bala Cynwyd, PA 107,614107.6k $1.1m $1.1m 0.02% First filing
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 105,145105.1k $1.0m $1.0m 0.00% Reduced -1.2k -1,206
38 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 102,344102.3k $1.0m $1.0m 0.00% Added +1.8k +1,755
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 102,177102.2k $1.0m $1.0m 0.00% Added +42.7k +42,731
40 Man Group plc 0.00% of their portfolio LONDON, X0 100,706100.7k $994.0k $994.0k 0.00% New
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 93,54393.5k $923.3k $923.3k 0.00% Reduced -23.5k -23,467
42 Legal & General Group Plc 0.00% of their portfolio London, X0 92,31692.3k $911.2k $911.2k 0.00% Reduced -4.1k -4,131
43 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 89,82089.8k $886.5k $886.5k 0.00% New
44 SIMPLEX TRADING, LLC 0.03% of their portfolio CHICAGO, IL 89,64789.6k $884.0k $884.0k 0.03% Reduced -275.6k -275,551
45 Walleye Trading LLC 0.01% of their portfolio NEW YORK, NY 89,56689.6k $884.0k $884.0k 0.01% Added +88.0k +87,952
46 SEVEN EIGHT CAPITAL, LP 0.10% of their portfolio New York, NY 83,74583.7k $826.6k $826.6k 0.10% Added +52.3k +52,270
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 82,51282.5k $814.4k $814.4k 0.00% Added +352 +352
48 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 80,09580.1k $790.5k $790.5k 0.00% Added +2.8k +2,790
49 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 78,18578.2k $771.7k $771.7k 0.00% Unchanged
50 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 77,80577.8k $767.9k $767.9k 0.00% Reduced -119.6k -119,553
51 GSA CAPITAL PARTNERS LLP 0.06% of their portfolio LONDON, X0 77,45077.5k $764.0k $764.0k 0.06% Added +62.9k +62,888
52 FMR LLC 0.00% of their portfolio BOSTON, MA 75,65775.7k $746.7k $746.7k 0.00% Added +63.8k +63,815
53 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 61,82661.8k $610.2k $610.2k 0.00% Reduced -4.1k -4,064
54 NORGES BANK 0.00% of their portfolio OSLO, Q8 61,80061.8k $610.0k $610.0k 0.00% Reduced -300.0k -300,000
55 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 59,10059.1k $583.3k $583.3k 0.00% Unchanged
56 PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 58,35158.4k $575.9k $575.9k 0.05% New
57 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 53,39153.4k $527.0k $527.0k 0.00% New
58 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 52,47852.5k $518.0k $518.0k 0.01% New
59 Olympiad Research LP 0.38% of their portfolio Stamford, CT 49,23649.2k $486.0k $486.0k 0.38% Added +1.4k +1,364
60 Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio TOKYO, M0 49,23449.2k $485.9k $485.9k 0.00% New
61 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 48,80048.8k $482.0k $482.0k 0.00% Reduced -30.0k -30,004
62 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 47,11447.1k $465.0k $465.0k 0.01% Added +23.2k +23,212
63 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 45,49345.5k $605.5k $605.5k 0.03% Added +6.7k +6,712
64 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 44,92944.9k $443.4k $443.4k 0.00% Added +27.3k +27,255
65 Nebula Research & Development LLC 0.12% of their portfolio New York, NY 41,14741.1k $406.1k $406.1k 0.12% New
66 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 39,72039.7k $392.0k $392.0k 0.01% New
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 38,55938.6k $380.6k $380.6k 0.00% Added +4.3k +4,318
68 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 38,39038.4k $516.0k $516.0k 0.00% New
69 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 37,75637.8k $373.0k $373.0k 0.00% Reduced -1.2k -1,164
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 36,63336.6k $361.6k $361.6k 0.00% Added +31.2k +31,230
71 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 35,51935.5k $351.0k $351.0k 0.00% New
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,34735.3k $348.9k $348.9k 0.00% Reduced -70.9k -70,879
73 Vestcor Inc 0.01% of their portfolio FREDERICTON, A3 35,02435.0k $346.0k $346.0k 0.01% Reduced -16.8k -16,806
74 AXQ CAPITAL, LP 0.09% of their portfolio JERSEY CITY, NJ 34,60034.6k $341.5k $341.5k 0.09% Added +300 +300
75 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 33,70433.7k $332.7k $332.7k 0.00% Added +2.7k +2,702
76 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 32,66332.7k $322.0k $322.0k 0.00% Reduced -1.0k -1,023
77 STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio LYSAKER, Q8 30,40230.4k $300.1k $300.1k 0.00% Unchanged
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,21230.2k $298.0k $298.0k 0.00% Reduced -2.7k -2,675
79 Itau Unibanco Holding S.A. 0.01% of their portfolio SAO PAULO, D5 28,60028.6k $282.3k $282.3k 0.01% New
80 NAPATREE CAPITAL LLC 0.28% of their portfolio WESTERLY, RI 28,45928.5k $280.9k $280.9k 0.28% First filing
81 Counterpoint Mutual Funds LLC 0.06% of their portfolio San Diego, CA 27,62227.6k $272.6k $272.6k 0.06% New
82 PFG Investments, LLC 0.05% of their portfolio WOODBURY, NY 25,01125.0k $246.9k $246.9k 0.05% Reduced -3.7k -3,704
83 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,60223.6k $233.0k $233.0k 0.00% Added +2.5k +2,546
84 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 23,25823.3k $229.6k $229.6k 0.00% Reduced -49.6k -49,615
85 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 23,07123.1k $227.7k $227.7k 0.00% Reduced -3.4k -3,437
86 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 22,85222.9k $225.5k $225.5k 0.00% Unchanged
87 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 22,80022.8k $225.0k $225.0k 0.00% Reduced -1.1k -1,050
88 Annex Advisory Services, LLC 0.01% of their portfolio BROOKFIELD, WI 21,80221.8k $215.2k $215.2k 0.01% Unchanged
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 21,69721.7k $214.2k $214.2k 0.00% Added +2.6k +2,636
90 Cutler Group LLC / CA 0.03% of their portfolio SAN FRANCISCO, CA 20,50020.5k $202.0k $202.0k 0.03% Reduced -8.9k -8,870
91 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 19,66019.7k $194.0k $194.0k 0.00% New
92 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 18,70018.7k $185.0k $185.0k 0.00% Unchanged
93 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 18,55318.6k $183.1k $183.1k 0.00% New
94 X-Square Capital, LLC 0.10% of their portfolio GUAYNABO, PR 18,28018.3k $180.0k $180.0k 0.10% Reduced -1.8k -1,800
95 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 17,60017.6k $173.7k $173.7k 0.02% Added +4.3k +4,285
96 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 16,38616.4k $160.0k $160.0k 0.00% Reduced -430.4k -430,438
97 GW HENSSLER & ASSOCIATES LTD 0.01% of their portfolio KENNESAW, GA 16,20816.2k $160.0k $160.0k 0.01% Reduced -356 -356
98 Marex Group Ltd 0.01% of their portfolio London, X0 16,12416.1k $159.1k $159.1k 0.01% New
99 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 16,05816.1k $158.5k $158.5k 0.02% Reduced -8.5k -8,483
100 Corton Capital Inc. 0.05% of their portfolio Carrying Place, A6 15,96316.0k $157.6k $157.6k 0.05% New