ZTO Express
237 hedge funds and large institutions have $6.97B invested in ZTO Express in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 51 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 70
11% more call options, than puts
Call options by funds: $76.9M | Put options by funds: $69.5M
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
3% more capital invested
Capital invested by funds: $6.77B → $6.97B (+$195M)
0.22% less ownership
Funds ownership: 36.5% → 36.29% (-0.22%)
8% less funds holding
Funds holding: 257 → 237 (-20)
35% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 51
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$93.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$83.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$55.6M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$38.2M |
| 5 |
BlackRock
New York
|
+$38.1M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$121M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$49.6M |
| 3 |
Lazard Asset Management
New York
|
-$45.5M |
| 4 |
Renaissance Technologies
New York
|
-$41.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$19.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMG
276
Monetary Management Group
St Louis,
Missouri
| – | -$21K | -700 | Closed |
|
|
WOC
277
West Oak Capital
Westlake Village,
California
| – | -$12K | -400 | Closed |
|
|
RCA
278
Ranch Capital Advisors
Sarasota,
Florida
| – | -$8K | -300 | Closed |
|
279
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -242 | Closed |
|
|
BWM
280
BNC Wealth Management
Beaverton,
Oregon
| – | -$5K | -169 | Closed |
|
|
FFA
281
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$4K | -146 | Closed |
|
|
EWA
282
Evolution Wealth Advisors
Aventura,
Florida
| – | -$4K | -127 | Closed |
|
|
ASN
283
Advisory Services Network
Atlanta,
Georgia
| – | -$3.41K | -116 | Closed |
|
|
FHA
284
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3K | -101 | Closed |
|
|
BCA
285
Berman Capital Advisors
Atlanta,
Georgia
| – | -$1K | -49 | Closed |
|
|
CAAS
286
Capital Asset Advisory Services
Williamston,
Michigan
| – | +$499 | +17 | New |
|
|
ED
287
Exane Derivatives
Paris,
France
| – | +$67.6K | +2,300 | New |
|
ZTO Hedge Fund Activity: Q4 2020 in Review
237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2020, worth a combined $6.97B — up 2.9% from $6.77B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of ZTO and 33 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 98 added.
The largest buyer was Morgan Stanley, adding an estimated $93.4M. The largest seller was Bank of America, cutting an estimated $121M.
- 237 institutional investors held ZTO Express (ZTO) as of Q4 2020, down from 257 in Q3 2020.
- Funds reported $6.97B of ZTO Express stock for Q4 2020, up 2.9% quarter-over-quarter.
- 33 funds opened new ZTO Express positions in Q4 2020 and 51 closed out, a net change of -18 holders.
- The largest ZTO Express buyer in Q4 2020 was Morgan Stanley, an estimated $93.4M added.
- The largest ZTO Express seller in Q4 2020 was Bank of America, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2020.