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ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$47.1M -$741K -24,819 -1%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$45.1M +$9.05M +303,224 +24%
Lazard Asset Management
28
Lazard Asset Management
New York
$43.3M +$45.8M +1,535,948 +4,654,388%
PAMI
29
Perseverance Asset Management International
Cayman Islands
$43.3M +$6.9M +231,212 +18%
N
30
Nuveen
North Carolina
$41.6M +$26.6M +891,930 +154%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$37.1M +$39.2M +1,314,600 New
First Manhattan
32
First Manhattan
New York
$35.2M -$10M -336,000 -21%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$35.1M +$36.4M +1,220,471 +5,048%
BA
34
Bridgewater Associates
Connecticut
$35.1M +$7.05M +236,176 +23%
Fidelity International
35
Fidelity International
Bermuda
$32.4M +$34.3M +1,149,143 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$31.8M +$19.7M +658,919 +141%
Norges Bank
37
Norges Bank
Norway
$31M -$6M -200,853 -15%
Citigroup
38
Citigroup
New York
$30.9M -$21.9M -732,038 -40%
Swiss National Bank
39
Swiss National Bank
Switzerland
$30.3M -$675K -22,600 -2%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$30M -$560K -18,760 -2%
Deutsche Bank
41
Deutsche Bank
Germany
$29.7M +$1.16M +38,911 +4%
B
42
Barings
North Carolina
$29.5M +$30.9M +1,034,069 +10,248%
TAM
43
Todd Asset Management
Kentucky
$29.4M -$197K -6,609 -0.6%
Millennium Management
44
Millennium Management
New York
$28.7M +$23.5M +786,554 +342%
Northern Trust
45
Northern Trust
Illinois
$28.3M -$2.91M -97,636 -9%
Bank of America
46
Bank of America
North Carolina
$28.2M +$10.5M +351,965 +54%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$26.9M -$917K -30,709 -3%
Amundi
48
Amundi
France
$26.8M +$25.5M +852,920 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$26M -$1.47M -49,311 -5%
HLAM
50
Hidden Lake Asset Management
New York
$23.8M -$9.94M -333,050 -28%

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.