ZTO Express
248 hedge funds and large institutions have $5.56B invested in ZTO Express in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0.9% more ownership
Funds ownership: 35.11% → 36.01% (+0.9%)
0% more funds holding
Funds holding: 248 → 248 (0)
2% less call options, than puts
Call options by funds: $32.5M | Put options by funds: $33.1M
8% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 92
10% less capital invested
Capital invested by funds: $6.15B → $5.56B (-$595M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCCM
Green Court Capital Management
Hong Kong
|
+$141M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$69M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.6M |
| 4 |
Barclays
London,
United Kingdom
|
+$54.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$103M |
| 2 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$47.2M |
| 3 |
PCM
Prime Capital Management
Hong Kong
|
-$39.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$37.5M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$37.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Daiwa Securities Group
Tokyo,
Japan
| – | -$96K | -3,400 | Closed |
|
277
Schroder Investment Management Group
London,
United Kingdom
| – | -$53K | -1,863 | Closed |
|
|
EWA
278
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2K | -84 | Closed |
|
|
MCC
279
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | +$282 | +10 | New |
|
ZTO Hedge Fund Activity: Q1 2022 in Review
248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2022, worth a combined $5.56B — down 9.7% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ZTO positions and 30 closed out — a net gain of 2 holders — while 85 added to existing stakes and 92 trimmed.
The largest buyer was Green Court Capital Management, opening a new position worth an estimated $141M. The largest seller was Vanguard Group, cutting an estimated $103M.
- 248 institutional investors held ZTO Express (ZTO) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $5.56B of ZTO Express stock for Q1 2022, down 9.7% quarter-over-quarter.
- 32 funds opened new ZTO Express positions in Q1 2022 and 30 closed out, a net change of +2 holders.
- The largest ZTO Express buyer in Q1 2022 was Green Court Capital Management, an estimated $141M added.
- The largest ZTO Express seller in Q1 2022 was Vanguard Group, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2022.