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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$37.9M +$4.68M +192,980 +16%
AMH
27
Aspex Management (HK)
Hong Kong
$36.3M -$2.29M -94,358 -6%
Northern Trust
28
Northern Trust
Illinois
$35.2M -$5.54M -228,423 -15%
Goldman Sachs
29
Goldman Sachs
New York
$33.3M +$4.72M +194,569 +18%
UBS AM
30
UBS AM
Illinois
$32.8M -$1.49M -61,588 -5%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$31.1M +$704K +29,043 +3%
PAMI
32
Perseverance Asset Management International
Cayman Islands
$28.6M +$12M +493,170 +84%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$28.2M +$23.8M +983,187 +1,178%
CS
34
Credit Suisse
Switzerland
$28.2M -$11.4M -470,235 -31%
PAMU
35
Pictet Asset Management (UK)
United Kingdom
$25.8M +$13M +534,314 +121%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$24.3M +$267K +10,998 +1%
Morgan Stanley
37
Morgan Stanley
New York
$23.2M -$1.98M -81,496 -9%
FRI
38
FountainCap Research & Investment
China
$23.2M +$1.45M +60,018 +7%
GAM
39
Greenwoods Asset Management
Cayman Islands
$22.2M +$19.8M +816,850 +4,092%
AQR Capital Management
40
AQR Capital Management
Connecticut
$19.8M -$2.69M -110,921 -13%
Swiss National Bank
41
Swiss National Bank
Switzerland
$19.6M
TAM
42
Todd Asset Management
Kentucky
$19.2M -$12M -493,214 -40%
BAM
43
Burgundy Asset Management
Ontario, Canada
$19M +$17.4M +718,640 New
Asset Management One
44
Asset Management One
Japan
$19M +$743K +30,660 +4%
Nomura Holdings
45
Nomura Holdings
Japan
$18.7M +$15.8M +650,188 +1,080%
BIP
46
Brandes Investment Partners
California
$16.3M -$253K -10,456 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$16.3M -$10.6M -436,200 -41%
DCM
48
Driehaus Capital Management
Illinois
$16.2M -$8.7M -358,898 -37%
N
49
Nuveen
North Carolina
$14.7M +$308K +12,700 +2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$14.1M +$1.31M +53,953 +11%

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.