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ZTO Express

200 hedge funds and large institutions have $2.88B invested in ZTO Express in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,039% more call options, than puts

Call options by funds: $329M | Put options by funds: $28.9M

3.03% less ownership

Funds ownership: 27.44%24.41% (-3%)

17% less funds holding

Funds holding: 240200 (-40)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $4.11B → $2.88B (-$1.22B)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

58% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 64

Holders
200
Holders Change
-40
Holders Change %
-16.67%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
27
Increased
58
Reduced
85
Closed
64
Calls
$329M
Puts
$28.9M
Net Calls
+$300M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
26
Teachers Retirement System of the State of Kentucky
Kentucky
$16.2M +$5.75M +262,280 +46%
Lazard Asset Management
27
Lazard Asset Management
New York
$14.5M -$1.58M -72,196 -9%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.1M +$5.86M +266,981 +76%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$12M +$13.5M +614,357 New
WA
30
WFM Asia
British Virgin Islands
$11.4M +$12.8M +581,300 New
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$10.8M +$12.1M +552,521 New
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$9.95M
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$9.46M +$2.12M +96,780 +25%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$8.61M -$1.72M -78,548 -15%
B
35
Barings
North Carolina
$8.56M
HA
36
HHLR Advisors
Cayman Islands
$8.52M -$56.3M -2,567,081 -85%
XC
37
XY Capital
Hong Kong
$7.76M +$5.89M +268,387 +209%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.55M -$2.74M -125,100 -24%
Northern Trust
39
Northern Trust
Illinois
$6.93M -$579K -26,396 -7%
Two Sigma Investments
40
Two Sigma Investments
New York
$6.81M -$15.6M -712,974 -67%
IA
41
Icon Advisers
Colorado
$6.74M +$2.63M +120,000 +53%
Renaissance Technologies
42
Renaissance Technologies
New York
$6.52M +$2.37M +107,800 +48%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$6.46M -$3.92M -178,788 -35%
JP Morgan Chase
44
JP Morgan Chase
New York
$6.3M -$13.6M -621,420 -66%
BlackRock
45
BlackRock
New York
$5.79M -$39.3M -1,789,246 -86%
SG Americas Securities
46
SG Americas Securities
New York
$5.78M +$6.26M +285,484 +2,788%
Aviva
47
Aviva
United Kingdom
$5.61M +$15.4K +700 +0.2%
Barclays
48
Barclays
United Kingdom
$5.47M +$585K +26,657 +11%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$5.43M -$846K -38,539 -12%
Charles Schwab
50
Charles Schwab
California
$5.4M +$1.96M +89,312 +48%

ZTO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2024, worth a combined $2.88B — down 30% from $4.11B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of ZTO and 27 opened new positions — a net loss of 37 holders — while 85 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $105M.

  • 200 institutional investors held ZTO Express (ZTO) as of Q4 2024, down from 240 in Q3 2024.
  • Funds reported $2.88B of ZTO Express stock for Q4 2024, down 30% quarter-over-quarter.
  • 27 funds opened new ZTO Express positions in Q4 2024 and 64 closed out, a net change of -37 holders.
  • The largest ZTO Express buyer in Q4 2024 was Morgan Stanley, an estimated $137M added.
  • The largest ZTO Express seller in Q4 2024 was Fidelity Investments, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2024.