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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
26
Harding Loevner
New Jersey
$42.9M -$9.95M -391,053 -18%
FBIL
27
First Beijing Investment Ltd
Hong Kong
$40.7M +$42.9M +1,685,677 New
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$38.4M +$2.31M +90,645 +6%
BIP
29
Brandes Investment Partners
California
$36.9M +$5.12M +201,334 +15%
Lazard Asset Management
30
Lazard Asset Management
New York
$36.3M +$2.12M +83,401 +6%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$35.1M +$3.81M +149,740 +12%
Principal Financial Group
32
Principal Financial Group
Iowa
$34.7M -$5.93M -233,145 -14%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$33.7M -$2.32M -91,182 -6%
Amundi
34
Amundi
France
$33.1M +$1.35M +52,869 +4%
HA
35
HHLR Advisors
Cayman Islands
$32.7M -$29.2M -1,146,488 -46%
CS
36
Credit Suisse
Switzerland
$32.1M +$673K +26,467 +2%
Walleye Trading
37
Walleye Trading
New York
$30.7M +$32.3M +1,270,894 New
UBS Group
38
UBS Group
Switzerland
$28.9M -$16.2M -635,326 -35%
Northern Trust
39
Northern Trust
Illinois
$28.9M -$12.8M -504,393 -30%
Jane Street
40
Jane Street
New York
$28.3M -$12.1M -475,018 -29%
WCM Investment Management
41
WCM Investment Management
California
$26.5M -$25.2M -991,000 -48%
Renaissance Technologies
42
Renaissance Technologies
New York
$26.2M -$18.2M -713,700 -40%
Fidelity International
43
Fidelity International
Bermuda
$25.8M -$54.9M -2,158,144 -67%
Pzena Investment Management
44
Pzena Investment Management
New York
$25.6M +$27M +1,060,769 New
LR
45
Library Research
Hong Kong
$25.3M -$833K -32,743 -3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$24.2M -$1.69M -66,506 -6%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$24M -$240K -9,422 -0.9%
TAMH
48
Taikang Asset Management (HK)
Hong Kong
$23.7M +$2.09M +82,160 +190%
Allianz Asset Management
49
Allianz Asset Management
Germany
$23.1M -$9.17M -360,391 -27%
Victory Capital Management
50
Victory Capital Management
Texas
$22.6M +$912K +35,844 +4%

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.