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ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
226
Thomas White International
Illinois
$21K -$5.94K -199 -21%
LC
227
Lindbrook Capital
California
$21K -$1.73K -58 -7%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$17K
JWA
229
JFS Wealth Advisors
Pennsylvania
$15K +$1.67K +56 +12%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$13K -$358 -12 -2%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$12K +$13.1K +439 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$11K
CT
233
Cambridge Trust
Massachusetts
$9K +$9.55K +320 New
APA
234
American Portfolios Advisors
New York
$8.58K
EWM
235
Evermay Wealth Management
Virginia
$7K
RE
236
RBC Europe
United Kingdom
$6K +$7.46K +250 New
AssetMark Inc
237
AssetMark Inc
California
$5K +$358 +12 +8%
GWS
238
Glassman Wealth Services
Virginia
$5K +$2.66K +89 +96%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$3K +$1.25K +42 +63%
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.1K -$122K -4,100 -5%
MGIM
241
M&G Investment Management
United Kingdom
$2.04K
EWA
242
EverSource Wealth Advisors
Alabama
$2K +$2.51K +84 New
PCG
243
Private Capital Group
Connecticut
$1K
WB
244
Webster Bank
Connecticut
$1K
BIA
245
Bell Investment Advisors
California
$1K +$537 +18 +95%
EVM
246
Eaton Vance Management
Massachusetts
$1K +$985 +33 New
DHGWA
247
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.13K +38 New
C
248
Covestor
United Kingdom
$1K +$1.43K +48 New
WP
249
Warburg Pincus
New York
-$218M -7,116,825 Closed
OCM
250
OLP Capital Management
Hong Kong
-$211M -6,868,548 Closed

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.