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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
226
Webster Bank
Connecticut
$1K
EWM
227
Elite Wealth Management
Washington
$298 +$334K +10,227 New
AIG
228
American International Group
New York
$162 +$16.3K +500 +10%
Assenagon Asset Management
229
Assenagon Asset Management
Luxembourg
-$63.2M -2,165,817 Closed
TIAM
230
TT International Asset Management
United Kingdom
-$61.7M -2,114,859 Closed
AMH
231
Aspex Management (HK)
Hong Kong
-$52.6M -1,803,610 Closed
PAM
232
Pinpoint Asset Management
Hong Kong
-$43.2M -1,482,702 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M -500,000 Closed
FRI
234
FountainCap Research & Investment
China
-$11.6M -397,747 Closed
Renaissance Technologies
235
Renaissance Technologies
New York
-$9.98M -342,414 Closed
VMPIC
236
Varma Mutual Pension Insurance Co
Finland
-$9.33M -320,000 Closed
Voloridge Investment Management
237
Voloridge Investment Management
Florida
-$3.77M -129,433 Closed
TAMH
238
Taikang Asset Management (HK)
Hong Kong
-$3.35M -115,000 Closed
QT
239
Quantbot Technologies
New York
-$1.35M -46,348 Closed
PI
240
PEAK6 Investments
Illinois
-$1.3M -39,756 Closed
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
-$1.04M -35,862 Closed
OMC
242
Oasis Management Company
Cayman Islands
-$1.02M -35,000 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
-$923K -28,267 Closed
Two Sigma Investments
244
Two Sigma Investments
New York
-$687K -23,547 Closed
Victory Capital Management
245
Victory Capital Management
Texas
-$640K -21,959 Closed
Capital Fund Management (CFM)
246
Capital Fund Management (CFM)
France
-$373K -12,782 Closed
NA
247
Navellier & Associates
Nevada
-$352K -12,067 Closed
DZ Bank
248
DZ Bank
Germany
-$296K -10,150 Closed
QC
249
Quadrature Capital
United Kingdom
-$296K -10,142 Closed
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
-$275K -9,441 Closed

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.