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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$31.4M +$13.8M +639,908 +91%
UBS AM
27
UBS AM
Illinois
$30.4M +$3.68M +170,476 +15%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$28.9M +$193K +8,926 +0.7%
TAM
29
Todd Asset Management
Kentucky
$28.5M +$3.23M +149,530 +14%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$27.1M +$1.36M +63,027 +6%
TAA
31
TB Alternative Assets
Cayman Islands
$25.6M -$14.5M -670,528 -38%
Goldman Sachs
32
Goldman Sachs
New York
$24.8M -$8.36M -386,772 -27%
Deutsche Bank
33
Deutsche Bank
Germany
$24.6M -$75.8M -3,508,415 -77%
DCM
34
Driehaus Capital Management
Illinois
$22.6M -$8.49M -392,919 -29%
Morgan Stanley
35
Morgan Stanley
New York
$22.3M -$17.6M -815,815 -46%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$21.1M +$6.05M +280,036 +45%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$20.9M -$20M -923,279 -51%
AQR Capital Management
38
AQR Capital Management
Connecticut
$20.1M +$49.2K +2,275 +0.3%
TRSOTSOK
39
Teachers Retirement System of the State of Kentucky
Kentucky
$19.1M +$2.98M +138,000 +20%
FRI
40
FountainCap Research & Investment
China
$19M +$17.6M +814,296 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$17.3M -$6.2M -287,016 -28%
Asset Management One
42
Asset Management One
Japan
$16M +$672K +31,084 +5%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$14.9M +$6.64M +307,352 +93%
BIP
44
Brandes Investment Partners
California
$14.6M -$154K -7,127 -1%
PAMI
45
Perseverance Asset Management International
Cayman Islands
$13.7M +$12.7M +587,269 New
N
46
Nuveen
North Carolina
$12.7M -$1.93M -89,200 -14%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$12.5M +$306K +14,174 +3%
Renaissance Technologies
48
Renaissance Technologies
New York
$12.2M -$19.7M -910,459 -63%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$12.2M -$5.72M -264,492 -34%
CGI
50
Calixto Global Investors
Florida
$12M +$2.92M +135,000 +36%

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.