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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
276
Vontobel Asset Management
New York
-$1.94M -73,249 Closed
HLAM
277
Hidden Lake Asset Management
New York
-$1.92M -72,600 Closed
Two Sigma Investments
278
Two Sigma Investments
New York
-$1.91M -71,942 Closed
PCM
279
Penserra Capital Management
California
-$1.86M -70,461 Closed
DCM
280
Dimension Capital Management
Florida
-$1.2M -45,456 Closed
Voloridge Investment Management
281
Voloridge Investment Management
Florida
-$1.12M -42,183 Closed
TI
282
Trexquant Investment
Connecticut
-$1.08M -40,908 Closed
FFM
283
Fullerton Fund Management
Singapore
-$873K -32,961 Closed
TAMH
284
Taikang Asset Management (HK)
Hong Kong
-$794K -30,000 Closed
Walleye Capital
285
Walleye Capital
New York
-$716K -27,020 Closed
CIBC World Market
286
CIBC World Market
Ontario, Canada
-$629K -23,742 Closed
Parallax Volatility Advisers
287
Parallax Volatility Advisers
California
-$406K -15,335 Closed
VC
288
Veracity Capital
Georgia
-$366K -13,819 Closed
MAM
289
Morse Asset Management
Connecticut
-$310K -11,700 Closed
FRM
290
Fox Run Management
Connecticut
-$281K -10,609 Closed
GCP
291
GSA Capital Partners
United Kingdom
-$261K -9,850 Closed
SPIA
292
Steward Partners Investment Advisory
New York
-$252K -9,523 Closed
VPIM
293
Vanguard Personalized Indexing Management
California
-$234K -8,838 Closed
Neuberger Berman Group
294
Neuberger Berman Group
New York
-$230K -8,713 Closed
FG
295
Formula Growth
Quebec, Canada
-$230K -8,700 Closed
QT
296
Quantbot Technologies
New York
-$178K -6,750 Closed
MWNA
297
Marshall Wace North America
New York
-$39K -1,486 Closed
IFAM
298
Institutional & Family Asset Management
Colorado
-$26K -1,000 Closed
TRCT
299
Tower Research Capital (TRC)
New York
-$26K -985 Closed
CAN
300
Claraphi Advisory Network
United States
-$14K -524 Closed

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.