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ZTO Express

251 hedge funds and large institutions have $7.42B invested in ZTO Express in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $6.88B → $7.42B (+$535M)

3% more funds holding

Funds holding: 243251 (+8)

0.17% more ownership

Funds ownership: 41.49%41.66% (+0.17%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

16% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $113M

Holders
251
Holders Change
+8
Holders Change %
+3.29%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
38
Increased
103
Reduced
77
Closed
29
Calls
$94.9M
Puts
$113M
Net Calls
-$18.4M
Net Calls Change
-$45.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$28.7K
CG
227
Cutler Group
California
$27K +$9.06K +332 +53%
N
228
Natixis
France
$17.2K +$16.4K +600 New
BTI
229
Blue Trust Inc
Georgia
$16K -$16.1K -589 -51%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K -$8.19K -300 -35%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$15K +$9.31K +341 +193%
LC
232
Lindbrook Capital
California
$11.1K -$2.84K -104 -21%
VanEck Associates
233
VanEck Associates
New York
$8K -$164 -6 -2%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$6K
PCM
235
Perritt Capital Management
Illinois
$5.82K
JWA
236
JFS Wealth Advisors
Pennsylvania
$5.16K +$546 +20 +13%
VWM
237
Venturi Wealth Management
Texas
$4.87K +$4.64K +170 New
SSC
238
Syverson Strege & Co
Iowa
$4.18K +$3.99K +146 New
FGAM
239
Financial Gravity Asset Management
Texas
$3.95K +$792 +29 New
BAM
240
Byrne Asset Management
New Jersey
$3K +$2.73K +100 New
CFGS
241
Concourse Financial Group Securities
Alabama
$2.89K
BC
242
Barrett & Company
Rhode Island
$2.82K
AF
243
Allworth Financial
California
$2.78K +$546 +20 +26%
EWA
244
EverSource Wealth Advisors
Alabama
$2.72K +$2.59K +95 New
BIA
245
Bell Investment Advisors
California
$2.41K -$601 -22 -21%
GWS
246
Glassman Wealth Services
Virginia
$2.18K +$764 +28 +58%
AAS
247
Ameritas Advisory Services
Nebraska
$1.75K +$1.67K +61 New
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$1.32K
SC
249
Schubert & Co
Texas
$1.06K +$109 +4 +12%
C
250
Covestor
United Kingdom
$1K