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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
HRT Financial
New York
$3.79M +$3.99M +182,526 New
PP
77
Prudential plc
United Kingdom
$3.73M +$728K +33,299 +23%
IA
78
Icon Advisers
Colorado
$3.52M +$1.86M +85,000 +100%
BCIM
79
British Columbia Investment Management
British Columbia, Canada
$3.5M
Renaissance Technologies
80
Renaissance Technologies
New York
$3.47M +$1.38M +63,300 +61%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$3.39M +$22.9K +1,047 +0.6%
KBC Group
82
KBC Group
Belgium
$3.15M -$995K -45,512 -23%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3M +$475K +21,750 +18%
Wellington Management Group
84
Wellington Management Group
Massachusetts
$2.94M -$43.4M -1,985,587 -93%
National Pension Service
85
National Pension Service
South Korea
$2.75M
UOC
86
UBS O'Connor
Illinois
$2.62M -$1.24M -56,801 -31%
Swedbank
87
Swedbank
Sweden
$2.57M
AIC
88
Aurora Investment Counsel
Georgia
$2.47M +$2.6M +119,103 New
RAM
89
Resona Asset Management
Japan
$2.4M -$125K -5,711 -5%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.39M +$393K +17,990 +18%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$2.36M +$308K +14,080 +14%
NMC
92
Nine Masts Capital
Hong Kong
$2.2M -$282K -12,886 -11%
YIH
93
Y-Intercept (HK)
Hong Kong
$2.17M +$2.28M +104,357 New
DB
94
Danske Bank
Denmark
$2.08M +$219K +10,000 +11%
DI
95
DUMAC Inc
North Carolina
$2.01M +$1.84M +84,100 +663%
CIS
96
Capital International Sarl
California
$1.93M +$14.7K +672 +0.7%
OAM
97
Oppenheimer Asset Management
New York
$1.92M +$2.02M +92,575 New
Victory Capital Management
98
Victory Capital Management
Texas
$1.89M -$36.4M -1,666,773 -95%
PAM
99
Pinpoint Asset Management
Hong Kong
$1.87M
Charles Schwab
100
Charles Schwab
California
$1.83M +$1.93M +88,237 New

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.