We are live on ! Find out more
ZTO icon

ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CGI
51
Calixto Global Investors
Florida
$23.1M +$8.71M +291,814 +55%
IM
52
Islet Management
New York
$22.6M +$23.9M +800,000 New
Holocene Advisors
53
Holocene Advisors
New York
$21.4M +$22.7M +759,934 New
AQR Capital Management
54
AQR Capital Management
Connecticut
$20.2M -$307K -10,275 -1%
Canada Life
55
Canada Life
Manitoba, Canada
$19.4M +$5.17M +173,243 +33%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.6M
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M
Asset Management One
58
Asset Management One
Japan
$16.2M -$994K -33,298 -5%
MAMHA
59
MY.Alpha Management HK Advisors
Hong Kong
$15.3M +$16.2M +542,198 New
UBS Group
60
UBS Group
Switzerland
$14.7M -$2.14M -71,531 -12%
BAM
61
Burgundy Asset Management
Ontario, Canada
$14.3M -$668K -22,369 -4%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$14.1M +$14.8M +495,560 +13,404%
PAMS
63
Pictet Asset Management (Switzerland)
Switzerland
$13.7M -$143K -4,800 -1%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.4M +$13.5M +450,843 +1,994%
TAA
65
TB Alternative Assets
Cayman Islands
$13M -$651K -21,800 -5%
IAMH
66
IvyRock Asset Management (HK)
Hong Kong
$12.6M -$374K -12,533 -3%
JP Morgan Chase
67
JP Morgan Chase
New York
$12.5M +$6.98M +233,704 +111%
OWP
68
Old Well Partners
North Carolina
$12M +$659K +22,070 +5%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$11.9M +$1.18M +39,446 +10%
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$11.8M -$4.36M -146,123 -26%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$11.3M -$20.3M -679,711 -63%
SAM
72
Storebrand Asset Management
Norway
$11M +$777K +26,023 +7%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$11M -$7.85M -263,040 -40%
PPA
74
Parametric Portfolio Associates
Washington
$10.1M +$1.49M +49,785 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.6M -$9.67M -324,000 -49%

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.