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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$122K
S
227
SignatureFD
Georgia
$118K +$58.7K +1,841 +133%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$101K +$24.2K +759 +39%
FC
229
FORA Capital
Florida
$98K -$115K -3,592 -57%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$75K -$383 -12 -0.6%
PI
231
PineBridge Investments
New York
$65K
PA
232
Parallel Advisors
California
$62K +$33.9K +1,063 +165%
NIT
233
NumerixS Investment Technologies
British Columbia, Canada
$59K -$226K -7,100 -82%
CFD
234
Creative Financial Designs
Indiana
$48K +$41.7K +1,307 New
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$41K +$35.4K +1,111 New
CG
236
Cutler Group
California
$40K -$19.1K -600 -35%
QCG
237
Quadrant Capital Group
Ohio
$39K -$318K -9,963 -90%
NSIM
238
North Star Investment Management
Illinois
$37K
RCA
239
Ranch Capital Advisors
Florida
$36K +$31.9K +1,000 New
HNB
240
Huntington National Bank
Ohio
$33K -$26.3K -826 -48%
MMG
241
Monetary Management Group
Missouri
$26K
LC
242
Lindbrook Capital
California
$24K +$1.5K +47 +8%
GT
243
Glenmede Trust
Pennsylvania
$24K +$2.46K +77 +13%
BL
244
Balentine LLC
Georgia
$23K +$20.2K +635 New
BFEC
245
Benjamin F. Edwards & Company
Missouri
$20K
KFA
246
Krane Funds Advisors
New York
$19K -$8.23K -258 -33%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$19K
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.3K +135 +47%
WOC
249
West Oak Capital
California
$15K +$12.8K +400 New
PAG
250
Private Advisor Group
New Jersey
$15K +$12.8K +401 New

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.