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ZTO Express
ZTO

91 hedge funds and large institutions have $1.29B invested in ZTO Express in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $1.1B → $1.29B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.62% less ownership

Funds ownership: 17.29% → 13.67% (-3.6%)

11% less funds holding

Funds holding: 102 → 91 (-11)

15% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $5.34M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
28
Increased
31
Reduced
22
Closed
36
Calls
$4.54M
Puts
$5.34M
Net Calls
-$791K
Net Calls Change
+$270K

Top Buyers

1
PCM
Prime Capital Management
Hong Kong
+$86.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$59.3M
3
Lazard Asset Management
Lazard Asset Management
New York
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$26.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$43.9M
2
TIM
Thornburg Investment Management
New Mexico
-$23.7M
3
SIM
Summitview Investment Management
Cayman Islands
-$19.9M
4
HIM
Hillhouse Investment Management
Cayman Islands
-$12.1M
5
LCM
Laurion Capital Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
26
Thomas White International
Illinois
$4.16M +$4.12M +318,029 New
GAM
27
Greenwoods Asset Management
Cayman Islands
$4.06M +$4.01M +310,000 New
Bank of America
28
Bank of America
North Carolina
$2.7M +$1.46M +112,971 +121%
SCM
29
Segantii Capital Management
Hong Kong
$2.62M -$11.4M -878,105 -81%
Citadel Advisors
30
Citadel Advisors
Florida
$2.5M -$1.01M -78,064 -29%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$2.44M +$1.82M +140,915 +310%
AA
32
Antipodean Advisors
New York
$2.37M +$1.76M +136,000 +302%
Barclays
33
Barclays
United Kingdom
$1.95M +$1.93M +148,850 +99,233%
TBA
34
Train Babcock Advisors
New York
$1.93M +$1.91M +147,210 New
UBS Group
35
UBS Group
Switzerland
$1.78M +$1.72M +133,091 +4,065%
MWA
36
Marshall Wace Asia
Hong Kong
$1.65M +$1.64M +126,747 New
Invesco
37
Invesco
Georgia
$1.64M +$1.62M +125,356 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.32M +$1.15M +88,888 +728%
Macquarie Group
39
Macquarie Group
Australia
$1.31M -$5.18M -400,000 -80%
KCM
40
Keywise Capital Management
Cayman Islands
$1.21M +$1.19M +92,270 New
Goldman Sachs
41
Goldman Sachs
New York
$1.18M +$385K +29,732 +49%
SPM
42
Symmetry Peak Management
Pennsylvania
$1.11M +$1.1M +85,000 New
Northern Trust
43
Northern Trust
Illinois
$1.03M +$6.64K +513 +0.7%
PCM
44
Prelude Capital Management
New York
$1.02M +$1.01M +77,770 New
UIA
45
UG Investment Advisers
Taiwan
$785K – – –
GC
46
Guggenheim Capital
Illinois
$722K -$104K -8,071 -13%
Group One Trading
47
Group One Trading
Illinois
$704K +$696K +53,801 New
RJA
48
Raymond James & Associates
Florida
$693K +$402K +31,058 +142%
FA
49
FDx Advisors
Illinois
$660K +$402K +31,091 +161%
AIM
50
Atlantic Investment Management
New York
$656K +$647K +50,000 New
1
2
3 4 5

ZTO Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2017, worth a combined $1.29B — up 18% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 28 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was Prime Capital Management, opening a new position worth an estimated $86.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $43.9M sold.

  • 91 institutional investors held ZTO Express (ZTO) as of Q1 2017, down from 102 in Q4 2016.
  • Funds reported $1.29B of ZTO Express stock for Q1 2017, up 18% quarter-over-quarter.
  • 28 funds opened new ZTO Express positions in Q1 2017 and 36 closed out, a net change of -8 holders.
  • The largest ZTO Express buyer in Q1 2017 was Prime Capital Management, an estimated $86.2M added.
  • The largest ZTO Express seller in Q1 2017 was Zimmer Partners, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2017.