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ZTO Express
ZTO

111 hedge funds and large institutions have $2.19B invested in ZTO Express in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

66% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $10M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.76B → $2.19B (+$432M)

8% more funds holding

Funds holding: 103 → 111 (+8)

3.36% more ownership

Funds ownership: 23.87% → 27.24% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
30
Increased
47
Reduced
23
Closed
21
Calls
$16.6M
Puts
$10M
Net Calls
+$6.57M
Net Calls Change
+$2.35M

Top Buyers

1
O
OppenheimerFunds
New York
+$102M
2
PIM
Platinum Investment Management
Australia
+$68.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$67.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.6M
5
YCMGA
York Capital Management Global Advisors
New York
+$21.3M

Top Sellers

1
SC
Sculptor Capital
New York
-$86.5M
2
SNN
Shen Neil Nanpeng
-$47M
3
Millennium Management
Millennium Management
New York
-$23.7M
4
CG
Carmignac Gestion
France
-$17.3M
5
Morgan Stanley
Morgan Stanley
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCP
26
Jabre Capital Partners
Switzerland
$7.92M +$7.88M +500,000 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$7.84M -$3.33M -211,365 -30%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$7.36M +$3.09M +196,014 +73%
Legal & General Group
29
Legal & General Group
United Kingdom
$7.09M +$6.45M +409,073 +1,066%
Invesco
30
Invesco
Georgia
$6.03M +$978K +62,059 +20%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$5.94M +$3.81M +241,787 +182%
TWI
32
Thomas White International
Illinois
$5.81M +$223K +14,155 +4%
LM
33
Luminus Management
Texas
$5.7M +$5.66M +359,400 New
Goldman Sachs
34
Goldman Sachs
New York
$5.61M -$1.32M -83,598 -19%
CS
35
Credit Suisse
Switzerland
$5.08M -$51K -3,237 -1%
Bank of America
36
Bank of America
North Carolina
$5.05M +$1.14M +72,330 +29%
VAM
37
Vontobel Asset Management
New York
$4.89M -$509K -32,310 -9%
State Street
38
State Street
Massachusetts
$4.66M +$1.39M +88,100 +43%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$4.37M -$939K -59,582 -18%
BlackRock
40
BlackRock
New York
$3.81M -$3.29M -209,010 -47%
LCM
41
Laurion Capital Management
New York
$3.3M +$3.28M +208,317 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.19M +$2.46M +156,144 +345%
Barclays
43
Barclays
United Kingdom
$3.05M +$1.91M +121,005 +170%
FHAM
44
Folger Hill Asset Management
New York
$2.98M +$2.96M +187,670 New
NAH
45
Neumann Advisory (HK)
Hong Kong
$2.66M +$2.64M +167,810 New
SCM
46
Segantii Capital Management
Hong Kong
$2.47M +$1.24M +78,835 +102%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.46M +$135K +8,563 +6%
Deutsche Bank
48
Deutsche Bank
Germany
$2.4M +$2.26M +143,108 +1,749%
TBA
49
Train Babcock Advisors
New York
$1.93M -$290K -18,410 -13%
Charles Schwab
50
Charles Schwab
California
$1.65M +$440K +27,894 +37%
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ZTO Hedge Fund Activity: Q4 2017 in Review

111 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2017, worth a combined $2.19B — up 25% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZTO positions and 21 closed out — a net gain of 9 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $102M. The largest seller was Sculptor Capital, exiting entirely with an estimated $86.5M sold.

  • 111 institutional investors held ZTO Express (ZTO) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $2.19B of ZTO Express stock for Q4 2017, up 25% quarter-over-quarter.
  • 30 funds opened new ZTO Express positions in Q4 2017 and 21 closed out, a net change of +9 holders.
  • The largest ZTO Express buyer in Q4 2017 was OppenheimerFunds, an estimated $102M added.
  • The largest ZTO Express seller in Q4 2017 was Sculptor Capital, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2017.