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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$13.8M -$2.81M -115,837 -18%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$13.4M -$762K -31,440 -6%
AG
53
Aperio Group
California
$12.9M +$5.13M +211,691 +77%
Charles Schwab
54
Charles Schwab
California
$12.6M
WAM
55
WT Asset Management
Hong Kong
$12.4M +$1.03M +42,447 +10%
PPA
56
Parametric Portfolio Associates
Washington
$12.1M +$744K +30,695 +7%
B
57
Barings
North Carolina
$11.9M +$808K +33,329 +8%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$11.4M +$10.5M +431,303 New
TRSOTSOK
59
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M -$9.4M -388,000 -47%
NAH
60
Neumann Advisory (HK)
Hong Kong
$11.2M
TWI
61
Thomas White International
Illinois
$11.1M +$554K +22,851 +6%
KC
62
Kadensa Capital
Hong Kong
$11M +$10.1M +417,165 New
PG
63
Pendal Group
Australia
$10.2M +$1.41M +58,147 +18%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$9.57M -$4.2M -173,455 -32%
JP Morgan Chase
65
JP Morgan Chase
New York
$9.56M -$775K -31,978 -8%
Millennium Management
66
Millennium Management
New York
$9.24M +$6.01M +247,931 +245%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$8.66M +$2.71M +112,000 +52%
Canada Life
68
Canada Life
Manitoba, Canada
$8.09M +$7.41M +305,656 New
Bessemer Group
69
Bessemer Group
New Jersey
$7.85M +$7.18M +296,422 New
Grantham, Mayo, Van Otterloo & Co (GMO)
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.78M +$7.12M +293,800 New
ASI
71
All-Stars Investment
Hong Kong
$7.45M -$2.91M -120,000 -30%
AAF
72
Andra AP-fonden
Sweden
$6.96M +$1.29M +53,300 +25%
CGI
73
Calixto Global Investors
Florida
$6.92M -$6.15M -253,700 -49%
UH
74
Unigestion Holding
Switzerland
$6.4M +$5.86M +241,661 New
Aviva
75
Aviva
United Kingdom
$6.08M -$286K -11,798 -5%

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.