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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$3.93K -$568 -26 -12%
AGWCA
227
Annis Gardner Whiting Capital Advisors
Florida
$3.59K
JWA
228
JFS Wealth Advisors
Pennsylvania
$3.47K +$874 +40 +31%
BIA
229
Bell Investment Advisors
California
$3.44K +$2.6K +119 +253%
VF
230
VitalStone Financial
Texas
$2.74K +$2.89K +132 New
RWMG
231
Redwood Wealth Management Group
New Jersey
$2.45K +$2.58K +118 New
HWP
232
Highline Wealth Partners
California
$1.78K +$1.88K +86 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$1.43K +$1.51K +69 New
CSWM
234
Cassady Schiller Wealth Management
Ohio
$934
OWA
235
Opal Wealth Advisors
New York
$893 +$940 +43 New
PS
236
Principal Securities
Iowa
$809 -$240 -11 -22%
GI
237
Gradient Investments
Minnesota
$726
NA
238
NewEdge Advisors
Louisiana
$491 -$721 -33 -58%
IA
239
IFP Advisors
Florida
$477 +$503 +23 New
HI
240
Harbour Investments
Wisconsin
$415
AWM
241
Abound Wealth Management
Tennessee
$229
RS
242
Rakuten Securities
Japan
$21 -$10.9K -500 -100%
Nordea Investment Management
243
Nordea Investment Management
Sweden
-$21.7M -1,026,930 Closed
WCM Investment Management
244
WCM Investment Management
California
-$18.1M -866,722 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
245
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$13.8M -657,000 Closed
TI
246
Trexquant Investment
Connecticut
-$5.59M -267,132 Closed
Principal Financial Group
247
Principal Financial Group
Iowa
-$5.35M -255,373 Closed
PHK
248
Point72 Hong Kong
Hong Kong
-$5.03M -240,000 Closed
Two Sigma Advisers
249
Two Sigma Advisers
New York
-$4.26M -203,400 Closed
MAM
250
Maytree Asset Management
Hong Kong
-$4.2M -200,470 Closed

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.