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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
LCM
251
Lattice Capital Management
Washington
-$1.21M -48,100 Closed
LP
252
LMR Partners
United Kingdom
-$1.03M -40,950 Closed
SCM
253
Segantii Capital Management
Hong Kong
-$988K -39,393 Closed
EGM
254
Engineers Gate Manager
New York
-$732K -29,168 Closed
BCM
255
Bayesian Capital Management
New York
-$717K -28,575 Closed
HT
256
HAP Trading
New York
-$642K -25,594 Closed
GCP
257
GSA Capital Partners
United Kingdom
-$550K -21,937 Closed
CUAMC
258
China Universal Asset Management Company
China
-$399K -15,900 Closed
CC
259
Centiva Capital
New York
-$325K -12,961 Closed
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
-$233K -9,299 Closed
CANY
261
Caxton Associates (New York)
New York
-$215K -8,580 Closed
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
-$209K -8,324 Closed
HT
263
Headlands Technologies
Illinois
-$48.9K -1,950 Closed
PI
264
PineBridge Investments
New York
-$37.1K -1,480 Closed
HIA
265
Harbor Investment Advisory
Maryland
-$31.3K -1,248 Closed
HFM
266
Harvest Fund Management
China
-$31K -1,222 Closed
EC
267
Elequin Capital
New York
-$15.5K -617 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.