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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
Handelsbanken Fonder
76
Handelsbanken Fonder
Sweden
$8.53M +$4.84M +151,900 +189%
Bessemer Group
77
Bessemer Group
New Jersey
$8.31M -$2.23M -70,073 -24%
SBF
78
Sara-Bay Financial
Florida
$7.94M +$6.98M +218,826 New
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$7.68M
Jane Street
80
Jane Street
New York
$7.4M +$536K +16,798 +9%
Aviva
81
Aviva
United Kingdom
$7.36M -$929K -29,130 -13%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$7.1M -$4.26M -133,700 -41%
Grantham, Mayo, Van Otterloo & Co (GMO)
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.7M -$3.55M -111,300 -38%
Wells Fargo
84
Wells Fargo
California
$6.52M -$852K -26,719 -13%
VMPIC
85
Varma Mutual Pension Insurance Co
Finland
$6.42M +$5.58M +175,000 New
EAM
86
Erste Asset Management
Austria
$6.35M +$330K +10,346 +6%
BCIM
87
British Columbia Investment Management
British Columbia, Canada
$6.07M +$548K +17,200 +12%
DWA
88
Dorsey Wright & Associates
California
$6.06M -$497K -15,578 -9%
AI
89
Atria Investments
North Carolina
$5.83M +$4.65M +145,858 +1,126%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$5.64M -$10.9M -341,016 -70%
SAM
91
Storebrand Asset Management
Norway
$5.35M +$726K +22,765 +18%
RJA
92
Raymond James & Associates
Florida
$5.14M -$533K -16,720 -11%
ERSOT
93
Employees Retirement System of Texas
Texas
$4.99M
Skandinaviska Enskilda Banken (SEB)
94
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.8M -$2.47M -77,332 -37%
PCIG
95
Partners Capital Investment Group
Massachusetts
$4.76M -$740K -23,200 -15%
SG Americas Securities
96
SG Americas Securities
New York
$4.51M +$2.2M +69,032 +128%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$4.13M +$2.63M +82,646 +276%
MIH
98
Meitav Investment House
Israel
$3.84M -$1.44M -45,217 -30%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$3.77M -$271K -8,500 -8%
First Trust Advisors
100
First Trust Advisors
Illinois
$3.75M +$119K +3,724 +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.