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ZTO Express
ZTO

111 hedge funds and large institutions have $2.19B invested in ZTO Express in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

66% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $10M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.76B → $2.19B (+$432M)

8% more funds holding

Funds holding: 103 → 111 (+8)

3.36% more ownership

Funds ownership: 23.87% → 27.24% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
30
Increased
47
Reduced
23
Closed
21
Calls
$16.6M
Puts
$10M
Net Calls
+$6.57M
Net Calls Change
+$2.35M

Top Buyers

1
O
OppenheimerFunds
New York
+$102M
2
PIM
Platinum Investment Management
Australia
+$68.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$67.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.6M
5
YCMGA
York Capital Management Global Advisors
New York
+$21.3M

Top Sellers

1
SC
Sculptor Capital
New York
-$86.5M
2
SNN
Shen Neil Nanpeng
-$47M
3
Millennium Management
Millennium Management
New York
-$23.7M
4
CG
Carmignac Gestion
France
-$17.3M
5
Morgan Stanley
Morgan Stanley
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$559K +$21.4K +1,356 +4%
Comerica Bank
77
Comerica Bank
Texas
$492K +$463K +29,391 New
EMG
78
Ellington Management Group
Connecticut
$491K +$229K +14,500 +88%
WAM
79
World Asset Management
Michigan
$470K +$468K +29,679 New
Stifel Financial
80
Stifel Financial
Missouri
$446K +$40.5K +2,573 +10%
SB
81
Suntrust Banks
Georgia
$436K -$59.1K -3,752 -13%
QSS
82
Quantitative Systematic Strategies
Florida
$428K -$1.47M -93,577 -78%
Wolverine Trading
83
Wolverine Trading
Illinois
$413K +$52.8K +3,350 +15%
BTS
84
BB&T Securities
Virginia
$409K +$6.22K +395 +2%
HC
85
Henshaw Capital
Massachusetts
$371K +$369K +23,433 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$371K +$356K +22,617 +2,953%
HI
87
HBK Investments
Texas
$331K +$329K +20,900 New
PCM
88
Prelude Capital Management
New York
$269K +$268K +17,000 New
UBS AM
89
UBS AM
Illinois
$238K +$236K +15,000 New
Creative Planning
90
Creative Planning
Kansas
$221K +$4.73K +300 +2%
Wells Fargo
91
Wells Fargo
California
$186K +$10.9K +692 +6%
SEC
92
Seven Eight Capital
New York
$168K -$426K -27,000 -72%
CCB
93
Cutter & Co Brokerage
Missouri
$159K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K +$114K +7,255 New
Simplex Trading
95
Simplex Trading
Illinois
$111K +$111K +7,063 New
TRCT
96
Tower Research Capital (TRC)
New York
$103K +$75.6K +4,795 +281%
CG
97
Cutler Group
California
$99K -$420K -26,657 -81%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$87K – – –
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$79K -$274K -17,411 -78%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$79K +$4.02K +255 +5%
2 3
4
5 6

ZTO Hedge Fund Activity: Q4 2017 in Review

111 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2017, worth a combined $2.19B — up 25% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZTO positions and 21 closed out — a net gain of 9 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $102M. The largest seller was Sculptor Capital, exiting entirely with an estimated $86.5M sold.

  • 111 institutional investors held ZTO Express (ZTO) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $2.19B of ZTO Express stock for Q4 2017, up 25% quarter-over-quarter.
  • 30 funds opened new ZTO Express positions in Q4 2017 and 21 closed out, a net change of +9 holders.
  • The largest ZTO Express buyer in Q4 2017 was OppenheimerFunds, an estimated $102M added.
  • The largest ZTO Express seller in Q4 2017 was Sculptor Capital, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2017.