We are live on ! Find out more
ZTO icon

ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$22.7M +$5.17M +162,081 +35%
PAMI
52
Perseverance Asset Management International
Cayman Islands
$22.5M -$14.9M -466,571 -43%
BA
53
Bridgewater Associates
Connecticut
$22.2M +$17.4M +544,489 +895%
TAM
54
Todd Asset Management
Kentucky
$22M -$4.06M -127,450 -18%
Asset Management One
55
Asset Management One
Japan
$21.4M -$4.27M -134,062 -19%
KBC Group
56
KBC Group
Belgium
$21.3M +$11.7M +367,513 +174%
Deutsche Bank
57
Deutsche Bank
Germany
$21.2M -$1.23M -38,478 -6%
AG
58
Aperio Group
California
$20M +$1.78M +55,904 +11%
CS
59
Candriam SCA
Luxembourg
$19.6M +$17.1M +534,799 New
Charles Schwab
60
Charles Schwab
California
$17.1M -$269K -8,449 -2%
NAH
61
Neumann Advisory (HK)
Hong Kong
$15.5M
Canada Life
62
Canada Life
Manitoba, Canada
$14.6M +$2.94M +92,200 +30%
BIP
63
Brandes Investment Partners
California
$14.6M -$7.03M -220,530 -36%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$13.6M +$8.24M +258,552 +233%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$13.2M -$2.2M -69,000 -16%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$13.1M +$5.76M +180,726 +102%
WAM
67
WT Asset Management
Hong Kong
$12.3M -$4.33M -135,800 -29%
TWI
68
Thomas White International
Illinois
$12.1M -$2.83M -88,606 -21%
B
69
Barings
North Carolina
$11.9M
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$11.6M -$6.56M -205,682 -39%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$11.4M -$1.6M -50,206 -14%
PG
72
Pendal Group
Australia
$9.98M -$3.66M -114,936 -30%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$9.5M +$4.98M +156,243 +153%
Caisse de Depot et Placement du Quebec (CDPQ)
74
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.35M +$2.81M +88,100 +53%
AAF
75
Andra AP-fonden
Sweden
$9.26M -$348K -10,900 -4%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.