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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
76
Partners Capital Investment Group
Massachusetts
$5.46M +$432K +13,239 +8%
B
77
Barings
North Carolina
$5.44M -$352K -10,783 -5%
Millennium Management
78
Millennium Management
New York
$5.21M -$210K -6,429 -3%
SCM
79
Segantii Capital Management
Hong Kong
$5.12M +$5.99M +183,450 New
BCIM
80
British Columbia Investment Management
British Columbia, Canada
$5.07M +$16.3K +500 +0.3%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$4.59M -$561K -17,200 -10%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$4.43M -$968K -29,649 -16%
Citadel Advisors
83
Citadel Advisors
Florida
$3.92M +$4.39M +134,571 New
Aviva
84
Aviva
United Kingdom
$3.79M -$65.3K -2,000 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
85
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.38M +$666K +20,400 +21%
EFMH
86
E Fund Management (HK)
Hong Kong
$3.34M +$220K +6,737 +6%
MAM
87
Myriad Asset Management
Hong Kong
$3.09M
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$2.99M
APG Asset Management
89
APG Asset Management
Netherlands
$2.96M +$622K +19,045 +19%
SAM
90
Shell Asset Management
Netherlands
$2.91M +$26.1K +800 +0.8%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$2.88M +$21.5K +658 +0.7%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$2.82M +$386K +11,836 +14%
PA
93
Profund Advisors
Maryland
$2.75M +$303K +9,283 +11%
NIPH
94
NN Investment Partners Holdings
Netherlands
$2.73M -$676K -20,700 -18%
Swedbank
95
Swedbank
Sweden
$2.52M +$2.82M +86,480 New
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$2.3M +$763K +23,388 +42%
Franklin Resources
97
Franklin Resources
California
$2.24M +$516K +15,813 +26%
Skandinaviska Enskilda Banken (SEB)
98
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.22M -$431K -13,193 -15%
Wells Fargo
99
Wells Fargo
California
$2.18M -$3.25M -99,537 -57%
EOJOAM
100
E. Ohman J:or Asset Management
Sweden
$2.15M +$255K +7,800 +12%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.