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ZTO Express

257 hedge funds and large institutions have $6.77B invested in ZTO Express in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $58.9M | Put options by funds: $50.8M

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

2.9% less ownership

Funds ownership: 39.41%36.5% (-2.9%)

4% less funds holding

Funds holding: 269257 (-12)

19% less capital invested

Capital invested by funds: $8.35B → $6.77B (-$1.58B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

Holders
257
Holders Change
-12
Holders Change %
-4.46%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.3%
New
39
Increased
94
Reduced
84
Closed
51
Calls
$58.9M
Puts
$50.8M
Net Calls
+$8.1M
Net Calls Change
-$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
226
Krane Funds Advisors
New York
$16K
SFS
227
Sowell Financial Services
Arkansas
$16K +$10.4K +306 +139%
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
WOC
229
West Oak Capital
California
$12K
ST
230
Smithfield Trust
Pennsylvania
$12K +$13.7K +402 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$10K
APA
232
American Portfolios Advisors
New York
$9.1K -$275K -8,049 -96%
RCA
233
Ranch Capital Advisors
Florida
$8K -$23.9K -700 -70%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$8K -$8.33K -244 -47%
AWM
235
Atticus Wealth Management
Florida
$7K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$7K +$8.26K +242 New
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$6K +$7.03K +206 New
Millennium Management
238
Millennium Management
New York
$5.84K +$6.27M +183,718 +1,522%
IWP
239
IAG Wealth Partners
Wisconsin
$5K +$5.12K +150 New
BWM
240
BNC Wealth Management
Oregon
$5K +$5.77K +169 New
EWA
241
Evolution Wealth Advisors
Florida
$4K -$4.54K -133 -51%
ASN
242
Advisory Services Network
Georgia
$4K +$3.96K +116 New
FFA
243
Founders Financial Alliance
North Carolina
$4K +$4.98K +146 New
BAM
244
Bellevue Asset Management
Washington
$3K
FHA
245
Flagship Harbor Advisors
Massachusetts
$3K
GWS
246
Glassman Wealth Services
Virginia
$3K
JWA
247
JFS Wealth Advisors
Pennsylvania
$3K
JWM
248
Janiczek Wealth Management
Colorado
$3K +$3.41K +100 New
EARNEST Partners
249
EARNEST Partners
Georgia
$2K
TFA
250
Toth Financial Advisory
Virginia
$2K

ZTO Hedge Fund Activity: Q3 2020 in Review

257 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2020, worth a combined $6.77B — down 19% from $8.35B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ZTO and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 94 added.

The largest buyer was Greenwoods Asset Management, adding an estimated $169M. The largest seller was Barclays, exiting entirely with an estimated $123M sold.

  • 257 institutional investors held ZTO Express (ZTO) as of Q3 2020, down from 269 in Q2 2020.
  • Funds reported $6.77B of ZTO Express stock for Q3 2020, down 19% quarter-over-quarter.
  • 39 funds opened new ZTO Express positions in Q3 2020 and 51 closed out, a net change of -12 holders.
  • The largest ZTO Express buyer in Q3 2020 was Greenwoods Asset Management, an estimated $169M added.
  • The largest ZTO Express seller in Q3 2020 was Barclays, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2020.