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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$4.11K +$4.33K +170 New
AF
227
Allworth Financial
California
$3.7K +$1.32K +52 +51%
JWA
228
JFS Wealth Advisors
Pennsylvania
$3.53K -$1.43K -56 -28%
BWS
229
Buck Wealth Strategies
Colorado
$2.42K +$2.54K +100 New
BC
230
Barrett & Company
Rhode Island
$2.41K
GWS
231
Glassman Wealth Services
Virginia
$2.39K +$585 +23 +30%
BAM
232
Byrne Asset Management
New Jersey
$2K
BIA
233
Bell Investment Advisors
California
$1.74K -$763 -30 -29%
EWA
234
EverSource Wealth Advisors
Alabama
$1.62K +$407 +16 +31%
PCTC
235
Perkins Coie Trust Company
Washington
$1.4K +$1.48K +58 New
TJHA
236
Thomas J. Herzfeld Advisors
Florida
$1.21K +$1.27K +50 New
Point72 Asset Management
237
Point72 Asset Management
Connecticut
$677 -$5.8M -227,907 -100%
AWM
238
Abound Wealth Management
Tennessee
$484
HI
239
Harbour Investments
Wisconsin
$435 -$1.27K -50 -74%
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
-$42.8M -1,706,326 Closed
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
-$32.7M -1,300,000 Closed
VAM
242
Veritas Asset Management
United Kingdom
-$25.8M -1,030,000 Closed
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
-$9.87M -393,673 Closed
Citadel Advisors
244
Citadel Advisors
Florida
-$7.84M -308,255 Closed
OA
245
Ocean Arete
Hong Kong
-$5.93M -236,400 Closed
NSRI
246
New Silk Road Investment
Singapore
-$5.85M -233,131 Closed
PHK
247
Point72 Hong Kong
Hong Kong
-$5.52M -220,228 Closed
TI
248
Trexquant Investment
Connecticut
-$4.43M -176,691 Closed
TC
249
TwinBeech Capital
New York
-$4.17M -166,232 Closed
ECM
250
ExodusPoint Capital Management
New York
-$1.35M -53,938 Closed

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.