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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Brandes Investment Partners
California
$58.7M +$12.5M +381,508 +23%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$54.7M +$3.6M +110,153 +6%
BAMCO Inc
28
BAMCO Inc
New York
$54.2M +$1.68M +51,534 +3%
Northern Trust
29
Northern Trust
Illinois
$50.1M -$2.65M -81,162 -5%
SNN
30
Shen Neil Nanpeng
$49M
UBS AM
31
UBS AM
Illinois
$47.1M +$886K +27,134 +2%
AAM
32
Anglepoint Asset Management
Cayman Islands
$40.8M -$69.3M -2,124,394 -60%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$38.6M +$25.1M +767,970 +138%
HL
34
Harding Loevner
New Jersey
$37.8M -$1.07M -32,632 -2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$35.2M +$7.32M +224,180 +23%
TAM
36
Todd Asset Management
Kentucky
$32.8M +$11M +336,588 +43%
Swiss National Bank
37
Swiss National Bank
Switzerland
$32M +$2.83M +86,700 +9%
TAA
38
TB Alternative Assets
Cayman Islands
$30M -$1.06M -32,600 -3%
HM
39
HCEP Management
Hong Kong
$29.9M -$7.75M -237,477 -19%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$29.4M -$265K -8,127 -0.8%
Deutsche Bank
41
Deutsche Bank
Germany
$27.4M -$224K -6,867 -0.7%
TPC
42
Tiger Pacific Capital
New York
$26.8M +$30.1M +920,920 New
Parallax Volatility Advisers
43
Parallax Volatility Advisers
California
$26.8M +$21M +644,020 +233%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$25.5M +$307K +9,411 +1%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$24.8M -$102M -3,134,474 -79%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$23.8M +$10.9M +332,765 +69%
KBC Group
47
KBC Group
Belgium
$22.3M -$296K -9,058 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$20.6M -$600K -18,381 -3%
LR
49
Library Research
Hong Kong
$20.2M
TRSOTSOK
50
Teachers Retirement System of the State of Kentucky
Kentucky
$20.1M +$5.68M +174,070 +34%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.