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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$11.2M -$32.7K -1,511 -0.3%
Charles Schwab
52
Charles Schwab
California
$11.1M +$1.61M +74,626 +19%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$10.3M -$201K -9,300 -2%
WAM
54
WT Asset Management
Hong Kong
$9.97M -$6.33M -292,900 -41%
PPA
55
Parametric Portfolio Associates
Washington
$9.96M +$1.92M +89,015 +26%
PCM
56
Penserra Capital Management
California
$9.9M +$9.16M +423,894 New
NAH
57
Neumann Advisory (HK)
Hong Kong
$9.84M
B
58
Barings
North Carolina
$9.68M
TWI
59
Thomas White International
Illinois
$9.22M -$10.1K -469 -0.1%
JP Morgan Chase
60
JP Morgan Chase
New York
$9.18M -$3.04M -140,477 -26%
ASI
61
All-Stars Investment
Hong Kong
$8.56M
SMDAM
62
Sumitomo Mitsui DS Asset Management
Japan
$8.25M +$1.78M +82,321 +30%
VAM
63
Vontobel Asset Management
New York
$8.15M -$507K -23,451 -6%
PG
64
Pendal Group
Australia
$7.67M -$1.63M -75,599 -19%
AG
65
Aperio Group
California
$6.45M +$608K +28,153 +11%
OWP
66
Old Well Partners
North Carolina
$6.34M +$5.87M +271,600 New
Russell Investments Group
67
Russell Investments Group
United Kingdom
$6.24M -$398K -18,437 -6%
RCM
68
Red Cedar Management
Utah
$5.84M +$432K +20,000 +9%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$5.7M +$408K +18,891 +8%
Aviva
70
Aviva
United Kingdom
$5.64M +$1.06M +48,880 +25%
Wells Fargo
71
Wells Fargo
California
$5.54M +$2.61M +120,949 +104%
Skandinaviska Enskilda Banken (SEB)
72
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.38M -$167K -7,718 -3%
HLAM
73
Hidden Lake Asset Management
New York
$5.26M +$4.87M +225,300 New
Korea Investment Corp
74
Korea Investment Corp
South Korea
$5.03M +$588K +27,200 +14%
AAF
75
Andra AP-fonden
Sweden
$4.9M +$268K +12,400 +6%

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.