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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$40.1M -$20M -914,799 -32%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$35.6M +$884K +40,449 +2%
PAMI
28
Perseverance Asset Management International
Cayman Islands
$35.1M -$33.8M -1,544,822 -48%
Citigroup
29
Citigroup
New York
$31.8M +$10.2M +465,923 +44%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$28.6M +$2.3M +105,280 +8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$27M +$25.3M +1,155,793 +1,272%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$25.1M +$1.8M +82,137 +7%
Amundi
33
Amundi
France
$24.1M +$307K +14,061 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.6M +$608K +27,800 +3%
TAM
35
Todd Asset Management
Kentucky
$20.6M +$94.6K +4,325 +0.4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$20.2M -$147K -6,716 -0.7%
Northern Trust
37
Northern Trust
Illinois
$20.2M +$7.81M +357,070 +58%
Swiss National Bank
38
Swiss National Bank
Switzerland
$19.9M -$30.6K -1,400 -0.1%
UBS AM
39
UBS AM
Illinois
$19.8M -$37.3M -1,704,752 -64%
American Century Companies
40
American Century Companies
Missouri
$18M +$1.22M +56,032 +7%
Lazard Asset Management
41
Lazard Asset Management
New York
$16.9M +$1.84M +84,304 +12%
Royal London Asset Management
42
Royal London Asset Management
United Kingdom
$16.6M +$1.09M +49,800 +7%
Deutsche Bank
43
Deutsche Bank
Germany
$16M -$145K -6,639 -0.9%
Vanguard Group
44
Vanguard Group
Pennsylvania
$15.1M -$541K -24,736 -3%
N
45
Nuveen
North Carolina
$13.4M +$841K +38,488 +6%
Barclays
46
Barclays
United Kingdom
$12.4M +$3.28M +149,842 +34%
TRSOTSOK
47
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M
Canada Life
48
Canada Life
Manitoba, Canada
$11.4M +$483K +22,100 +4%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$10.6M +$6.06M +277,110 +119%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$10.2M +$10.1M +463,496 +1,732%

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.