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ZTO Express
ZTO

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: 208 → 248 (+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: 17 → 19 (+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

Top Buyers

1
HL
Harding Loevner
New Jersey
+$129M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.8M
3
Lazard Asset Management
Lazard Asset Management
New York
+$45.8M
4
TPC
Tiger Pacific Capital
New York
+$39M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$36.4M

Top Sellers

1
WP
Warburg Pincus
New York
-$218M
2
OCM
OLP Capital Management
Hong Kong
-$211M
3
Invesco
Invesco
Georgia
-$90.3M
4
PIM
Platinum Investment Management
Australia
-$28.7M
5
Citigroup
Citigroup
New York
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAMH
251
Taikang Asset Management (HK)
Hong Kong
– -$15.3M -499,719 Closed
SG Americas Securities
252
SG Americas Securities
New York
– -$11.2M -366,000 Closed
SI
253
Symmetry Investments
Jersey
– -$987K -32,200 Closed
QI
254
Qtron Investments
Massachusetts
– -$974K -31,753 Closed
Squarepoint
255
Squarepoint
New York
– -$815K -26,582 Closed
ACI
256
AMP Capital Investors
Australia
– -$610K -19,904 Closed
SEC
257
Seven Eight Capital
New York
– -$593K -19,334 Closed
XT
258
XTX Topco
Cayman Islands
– -$475K -15,483 Closed
FRM
259
Fox Run Management
Connecticut
– -$290K -9,459 Closed
CG
260
Colony Group
Massachusetts
– -$281K -9,173 Closed
BBVA
261
Banco Bilbao Vizcaya Argentaria
Spain
– -$231K -7,515 Closed
ED
262
Exane Derivatives
France
– -$70.9K -2,314 Closed
AWA
263
Arkadios Wealth Advisors
Georgia
– -$61K -2,012 Closed
OSAM
264
O'Shaughnessy Asset Management
Connecticut
– -$40K -1,314 Closed
PI
265
PineBridge Investments
New York
– -$32K -1,044 Closed
IWP
266
IAG Wealth Partners
Wisconsin
– -$3K -75 Closed
7 8 9 10
11

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.