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ZTO Express
ZTO

103 hedge funds and large institutions have $1.76B invested in ZTO Express in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.95M

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 94 → 103 (+9)

5% more capital invested

Capital invested by funds: $1.67B → $1.76B (+$87.8M)

1.07% more ownership

Funds ownership: 22.8% → 23.87% (+1.1%)

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
37
Increased
35
Reduced
23
Closed
27
Calls
$12.2M
Puts
$7.95M
Net Calls
+$4.22M
Net Calls Change
+$3.2M

Top Buyers

1
O
OppenheimerFunds
New York
+$98.5M
2
SC
Sculptor Capital
New York
+$88.2M
3
Morgan Stanley
Morgan Stanley
New York
+$51.4M
4
SNN
Shen Neil Nanpeng
+$48.3M
5
GCCM
Green Court Capital Management
Hong Kong
+$24.1M

Top Sellers

1
HIM
Hillhouse Investment Management
Cayman Islands
-$159M
2
Millennium Management
Millennium Management
New York
-$45M
3
MAM
Myriad Asset Management
Hong Kong
-$25.2M
4
TIM
Thornburg Investment Management
New Mexico
-$23.2M
5
CG
Carmignac Gestion
France
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
AIA Group
Hong Kong
$5.56M +$5.71M +396,000 New
TWI
27
Thomas White International
Illinois
$4.95M -$831K -57,642 -14%
VAM
28
Vontobel Asset Management
New York
$4.79M -$250K -17,315 -5%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$4.71M -$611K -42,342 -11%
CS
30
Credit Suisse
Switzerland
$4.55M +$3.09M +214,243 +195%
Invesco
31
Invesco
Georgia
$4.47M +$2.58M +178,998 +129%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$3.77M +$3.53M +244,908 +1,045%
Bank of America
33
Bank of America
North Carolina
$3.46M +$528K +36,609 +17%
State Street
34
State Street
Massachusetts
$2.89M +$2.97M +205,900 New
MAM
35
Myriad Asset Management
Hong Kong
$2.46M -$25.2M -1,750,300 -91%
Teacher Retirement System of Texas
36
Teacher Retirement System of Texas
Texas
$2.31M +$2.38M +164,876 New
First Trust Advisors
37
First Trust Advisors
Illinois
$2.06M +$307K +21,297 +17%
TBA
38
Train Babcock Advisors
New York
$1.97M -$11.5K -800 -0.6%
SIM
39
Summitview Investment Management
Cayman Islands
$1.9M +$1.96M +135,600 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.86M +$1.06M +73,716 +125%
QSS
41
Quantitative Systematic Strategies
Florida
$1.69M -$142K -9,867 -8%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$1.64M +$1.68M +116,499 New
NIT
43
NumerixS Investment Technologies
British Columbia, Canada
$1.39M +$787K +54,560 +124%
Citadel Advisors
44
Citadel Advisors
Florida
$1.37M +$410K +28,410 +41%
Northern Trust
45
Northern Trust
Illinois
$1.29M +$173K +11,965 +15%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$1.22M -$1.19M -82,271 -49%
AGA
47
Altrinsic Global Advisors
Connecticut
$1.11M +$1.14M +79,035 New
SCM
48
Segantii Capital Management
Hong Kong
$1.08M +$1.11M +77,165 New
Charles Schwab
49
Charles Schwab
California
$1.07M +$1.1M +76,261 New
GC
50
Guggenheim Capital
Illinois
$1.07M +$500K +34,684 +84%
1
2
3 4 5

ZTO Hedge Fund Activity: Q3 2017 in Review

103 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2017, worth a combined $1.76B — up 5.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZTO positions and 27 closed out — a net gain of 10 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $98.5M. The largest seller was Hillhouse Investment Management, exiting entirely with an estimated $159M sold.

  • 103 institutional investors held ZTO Express (ZTO) as of Q3 2017, up from 94 in Q2 2017.
  • Funds reported $1.76B of ZTO Express stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 37 funds opened new ZTO Express positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest ZTO Express buyer in Q3 2017 was OppenheimerFunds, an estimated $98.5M added.
  • The largest ZTO Express seller in Q3 2017 was Hillhouse Investment Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2017.