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ZTO Express
ZTO

141 hedge funds and large institutions have $3.14B invested in ZTO Express in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

69% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $13.3M

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

45% more capital invested

Capital invested by funds: $2.16B → $3.14B (+$976M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

28% more funds holding

Funds holding: 110 → 141 (+31)

1.55% more ownership

Funds ownership: 28.38% → 29.93% (+1.5%)

Holders
141
Holders Change
+31
Holders Change %
+28.18%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
46
Increased
51
Reduced
32
Closed
14
Calls
$22.5M
Puts
$13.3M
Net Calls
+$9.23M
Net Calls Change
+$5.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
BAM
Brilliance Asset Management
Hong Kong
+$108M
3
PIM
Platinum Investment Management
Australia
+$59.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
O
OppenheimerFunds
New York
+$37.6M

Top Sellers

1
WP
Warburg Pincus
New York
-$205M
2
DSA
Davis Selected Advisers
Arizona
-$40.1M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
YCMGA
York Capital Management Global Advisors
New York
-$22.6M
5
UBS Group
UBS Group
Switzerland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$1.39M +$707K +39,259 +131%
FFA
77
First Foundation Advisors
California
$1.36M +$1.23M +68,000 New
QSS
78
Quantitative Systematic Strategies
Florida
$1.23M +$252K +13,961 +29%
CIM
79
Confluence Investment Management
Missouri
$1.23M +$1.1M +61,301 New
CLCM
80
Crawford Lake Capital Management
New Jersey
$1.22M +$1.1M +61,046 New
AGA
81
Altrinsic Global Advisors
Connecticut
$1.15M -$392K -21,760 -28%
Citadel Advisors
82
Citadel Advisors
Florida
$1.14M -$158K -8,766 -13%
SMDAM
83
Sumitomo Mitsui DS Asset Management
Japan
$998K +$899K +49,900 New
GI
84
Gradient Investments
Minnesota
$983K +$183K +10,178 +26%
Wells Fargo
85
Wells Fargo
California
$968K +$449K +24,903 +106%
UBS AM
86
UBS AM
Illinois
$932K -$45K -2,500 -5%
Simplex Trading
87
Simplex Trading
Illinois
$890K +$617K +34,225 +332%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$798K +$719K +39,900 New
SEI Investments
89
SEI Investments
Pennsylvania
$749K -$31.7K -1,758 -4%
Jane Street
90
Jane Street
New York
$709K +$441K +24,462 +223%
SPM
91
Symmetry Peak Management
Pennsylvania
$708K +$638K +35,400 New
SG Americas Securities
92
SG Americas Securities
New York
$670K +$10.1K +558 +2%
EMG
93
Ellington Management Group
Connecticut
$614K +$553K +30,700 New
Comerica Bank
94
Comerica Bank
Texas
$609K +$1.44K +80 +0.3%
IR
95
Invictus RG
Bermuda
$576K +$519K +28,807 New
AG
96
Advisor Group
Arizona
$525K +$453K +25,152 +2,262%
B
97
Bellecapital
Switzerland
$501K +$158K +8,750 +54%
GC
98
Guggenheim Capital
Illinois
$482K -$444K -24,653 -51%
Millennium Management
99
Millennium Management
New York
$453K -$178K -9,868 -30%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$450K -$32.4K -1,800 -7%
2 3
4
5 6

ZTO Hedge Fund Activity: Q2 2018 in Review

141 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2018, worth a combined $3.14B — up 45% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZTO positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Warburg Pincus, cutting an estimated $205M.

  • 141 institutional investors held ZTO Express (ZTO) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $3.14B of ZTO Express stock for Q2 2018, up 45% quarter-over-quarter.
  • 46 funds opened new ZTO Express positions in Q2 2018 and 14 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q2 2018 was Fidelity Investments, an estimated $127M added.
  • The largest ZTO Express seller in Q2 2018 was Warburg Pincus, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2018.