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ZTO Express
ZTO

91 hedge funds and large institutions have $1.29B invested in ZTO Express in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $1.1B → $1.29B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.62% less ownership

Funds ownership: 17.29% → 13.67% (-3.6%)

11% less funds holding

Funds holding: 102 → 91 (-11)

15% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $5.34M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
28
Increased
31
Reduced
22
Closed
36
Calls
$4.54M
Puts
$5.34M
Net Calls
-$791K
Net Calls Change
+$270K

Top Buyers

1
PCM
Prime Capital Management
Hong Kong
+$86.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$59.3M
3
Lazard Asset Management
Lazard Asset Management
New York
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$26.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$43.9M
2
TIM
Thornburg Investment Management
New Mexico
-$23.7M
3
SIM
Summitview Investment Management
Cayman Islands
-$19.9M
4
HIM
Hillhouse Investment Management
Cayman Islands
-$12.1M
5
LCM
Laurion Capital Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$132K – – –
CCB
77
Cutter & Co Brokerage
Missouri
$131K – – –
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$121K – – –
Asset Management One
79
Asset Management One
Japan
$92K +$19.1K +1,477 +27%
Victory Capital Management
80
Victory Capital Management
Texas
$63K -$1.4K -108 -2%
Deutsche Bank
81
Deutsche Bank
Germany
$52K -$193K -14,935 -79%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$24K +$14.5K +1,123 +151%
FPF
83
FNY Partners Fund
New York
$19K -$19.4K -1,500 -50%
AIM
84
Acrospire Investment Management
Illinois
$14K -$45.3K -3,504 -76%
AG
85
Advisor Group
Arizona
$11K +$5.07K +392 +88%
WIM
86
Westside Investment Management
California
$7.34K +$5.5K +425 +254%
JP Morgan Chase
87
JP Morgan Chase
New York
$7K -$938K -72,482 -99%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$6K +$4.67K +361 +516%
Creative Planning
89
Creative Planning
Kansas
$5K -$3.88K -300 -43%
CCM
90
Cribstone Capital Management
Maine
$5K – – –
ASN
91
Advisory Services Network
Georgia
$5K +$4.76K +368 New
ZP
92
Zimmer Partners
New York
– -$43.9M -3,637,354 Closed
SIM
93
Summitview Investment Management
Cayman Islands
– -$19.9M -1,650,000 Closed
HIM
94
Hillhouse Investment Management
Cayman Islands
– -$12.1M -1,000,462 Closed
LCM
95
Laurion Capital Management
New York
– -$11.8M -976,029 Closed
Alkeon Capital Management
96
Alkeon Capital Management
New York
– -$10.3M -849,622 Closed
ECM
97
Element Capital Management
New York
– -$8.45M -700,000 Closed
SM
98
SCGE Management
California
– -$8.45M -700,000 Closed
BAM
99
Baring Asset Management
United Kingdom
– -$7.31M -605,580 Closed
IP
100
Interval Partners
New York
– -$6.04M -500,006 Closed
2 3
4
5 6

ZTO Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2017, worth a combined $1.29B — up 18% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 28 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was Prime Capital Management, opening a new position worth an estimated $86.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $43.9M sold.

  • 91 institutional investors held ZTO Express (ZTO) as of Q1 2017, down from 102 in Q4 2016.
  • Funds reported $1.29B of ZTO Express stock for Q1 2017, up 18% quarter-over-quarter.
  • 28 funds opened new ZTO Express positions in Q1 2017 and 36 closed out, a net change of -8 holders.
  • The largest ZTO Express buyer in Q1 2017 was Prime Capital Management, an estimated $86.2M added.
  • The largest ZTO Express seller in Q1 2017 was Zimmer Partners, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2017.