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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$58.6M +$8.51M +266,905 +20%
BAM
27
Brilliance Asset Management
Hong Kong
$57.2M -$72.2M -2,263,685 -59%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$55.7M +$43.5M +1,364,955 +895%
GCCM
29
Green Court Capital Management
Hong Kong
$55.6M -$175M -5,496,025 -78%
JP Morgan Chase
30
JP Morgan Chase
New York
$55.3M +$36.5M +1,146,209 +317%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$54.2M +$1.44M +45,307 +3%
UBS Group
32
UBS Group
Switzerland
$53.7M -$9.22M -289,298 -17%
UBS AM
33
UBS AM
Illinois
$53M +$6.53M +204,767 +17%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$44.9M +$1.11M +34,682 +3%
AMH
35
Aspex Management (HK)
Hong Kong
$39.3M -$9.6M -301,000 -22%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$37.5M -$1.43M -44,909 -4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$37.1M +$8.67M +271,860 +37%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$36.4M +$31.6M +991,300 New
Morgan Stanley
39
Morgan Stanley
New York
$34.8M +$2.33M +72,940 +8%
Fidelity International
40
Fidelity International
Bermuda
$34.7M +$29.1M +912,769 +2,830%
CS
41
Credit Suisse
Switzerland
$32.6M -$5.62M -176,207 -17%
FRI
42
FountainCap Research & Investment
China
$31.2M -$805K -25,236 -3%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$27.8M +$10.4M +325,321 +75%
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$27.3M +$20M +628,265 +546%
AQR Capital Management
45
AQR Capital Management
Connecticut
$26.7M -$704K -22,081 -3%
TAA
46
TB Alternative Assets
Cayman Islands
$26.7M +$20.7M +650,300 +846%
BAM
47
Burgundy Asset Management
Ontario, Canada
$24.9M -$1.27M -39,699 -6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$24.4M +$4.19M +131,329 +25%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$23.3M -$10.9M -341,045 -35%
N
50
Nuveen
North Carolina
$22.8M +$2.08M +65,100 +12%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.