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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$14K
CAN
227
Claraphi Advisory Network
United States
$14K +$12.7K +524 New
GT
228
Glenmede Trust
Pennsylvania
$13K
EWA
229
Evolution Wealth Advisors
Florida
$12K +$10.7K +441 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$10K
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$2.81K +116 +67%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$5K
SF
233
Synovus Financial
Georgia
$5K +$703 +29 +20%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$4K
BAM
235
Bellevue Asset Management
Washington
$4K +$3.27K +135 New
ASN
236
Advisory Services Network
Georgia
$3K -$8.65K -357 -79%
FHA
237
Flagship Harbor Advisors
Massachusetts
$3K
JWA
238
JFS Wealth Advisors
Pennsylvania
$3K
TFA
239
Toth Financial Advisory
Virginia
$2K +$1.82K +75 New
BCA
240
Berman Capital Advisors
Georgia
$1K
PCG
241
Private Capital Group
Connecticut
$1K
ABC
242
Associated Banc-Corp
Wisconsin
$1K +$824 +34 New
TFS
243
TrustCore Financial Services
Tennessee
$1K +$970 +40 New
TI
244
tru Independence
Oregon
$3
MAM
245
Myriad Asset Management
Hong Kong
-$42.6M -1,826,400 Closed
OWP
246
Old Well Partners
North Carolina
-$6.34M -271,600 Closed
RCM
247
Red Cedar Management
Utah
-$5.84M -250,000 Closed
N
248
Natixis
France
-$3.05M -131,016 Closed
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
-$2.42M -99,798 Closed
PCM
250
Prelude Capital Management
New York
-$2.27M -97,000 Closed

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.