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ZTO Express

188 hedge funds and large institutions have $3.73B invested in ZTO Express in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 33

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

30% more capital invested

Capital invested by funds: $2.87B → $3.73B (+$855M)

21% more funds holding

Funds holding: 156188 (+32)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5.26% less ownership

Funds ownership: 31.21%25.95% (-5.3%)

46% less call options, than puts

Call options by funds: $9.66M | Put options by funds: $17.8M

Holders
188
Holders Change
+32
Holders Change %
+20.51%
% of All Funds
4.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
67
Increased
68
Reduced
40
Closed
33
Calls
$9.66M
Puts
$17.8M
Net Calls
-$8.16M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$20.3M +$20.4M +1,112,864 New
Deutsche Bank
27
Deutsche Bank
Germany
$19.8M +$10.9M +595,407 +122%
TAM
28
Todd Asset Management
Kentucky
$19.6M +$3.39M +185,300 +21%
ECM
29
Element Capital Management
New York
$19.2M +$19.3M +1,052,697 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$18.3M +$18.5M +1,008,150 New
Tiger Global Management
31
Tiger Global Management
New York
$18.2M
UBS AM
32
UBS AM
Illinois
$18M +$16.7M +911,929 +1,283%
Bank of America
33
Bank of America
North Carolina
$17.6M +$10.2M +557,529 +137%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7M +$4.21M +229,650 +34%
JP Morgan Chase
35
JP Morgan Chase
New York
$16.7M +$15.4M +841,206 +1,192%
DSA
36
Davis Selected Advisers
Arizona
$13.8M +$430K +23,460 +3%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$13.7M +$13.7M +746,566 +47,251%
TRSOTSOK
38
Teachers Retirement System of the State of Kentucky
Kentucky
$12.4M +$2.42M +132,200 +24%
Swiss National Bank
39
Swiss National Bank
Switzerland
$12M +$12.2M +664,500 New
Asset Management One
40
Asset Management One
Japan
$11.1M +$3.86M +210,486 +53%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$10.6M -$658K -35,928 -6%
APG Asset Management
42
APG Asset Management
Netherlands
$10.5M +$11.8M +645,400 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$8.82M +$7.86M +429,036 +799%
PAMU
44
Pictet Asset Management (UK)
United Kingdom
$8.77M +$8.79M +479,700 New
Invesco
45
Invesco
Georgia
$8.51M -$40.9K -2,230 -0.5%
USAA
46
United Services Automobile Association
Texas
$8.43M -$947K -51,700 -10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$8.1M +$6.41M +350,184 +378%
HI
48
HBK Investments
Texas
$7.77M +$5.38M +293,511 +223%
BAMF
49
BI Asset Management Fondsmaeglerselskab
Denmark
$7.71M +$2.85M +155,600 +58%
NAH
50
Neumann Advisory (HK)
Hong Kong
$7.7M

ZTO Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2019, worth a combined $3.73B — up 30% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZTO positions and 33 closed out — a net gain of 34 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Warburg Pincus, cutting an estimated $156M.

  • 188 institutional investors held ZTO Express (ZTO) as of Q1 2019, up from 156 in Q4 2018.
  • Funds reported $3.73B of ZTO Express stock for Q1 2019, up 30% quarter-over-quarter.
  • 67 funds opened new ZTO Express positions in Q1 2019 and 33 closed out, a net change of +34 holders.
  • The largest ZTO Express buyer in Q1 2019 was BlackRock, an estimated $263M added.
  • The largest ZTO Express seller in Q1 2019 was Warburg Pincus, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2019.