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ZTO Express
ZTO

91 hedge funds and large institutions have $1.29B invested in ZTO Express in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $1.1B → $1.29B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.62% less ownership

Funds ownership: 17.29% → 13.67% (-3.6%)

11% less funds holding

Funds holding: 102 → 91 (-11)

15% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $5.34M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
28
Increased
31
Reduced
22
Closed
36
Calls
$4.54M
Puts
$5.34M
Net Calls
-$791K
Net Calls Change
+$270K

Top Buyers

1
PCM
Prime Capital Management
Hong Kong
+$86.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$59.3M
3
Lazard Asset Management
Lazard Asset Management
New York
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$26.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$43.9M
2
TIM
Thornburg Investment Management
New Mexico
-$23.7M
3
SIM
Summitview Investment Management
Cayman Islands
-$19.9M
4
HIM
Hillhouse Investment Management
Cayman Islands
-$12.1M
5
LCM
Laurion Capital Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
– -$4.97M -412,201 Closed
Fidelity International
102
Fidelity International
Bermuda
– -$4.86M -402,471 Closed
Point72 Asset Management
103
Point72 Asset Management
Connecticut
– -$4.83M -400,000 Closed
Fidelity Investments
104
Fidelity Investments
Massachusetts
– -$4.09M -339,300 Closed
PRCM
105
Pine River Capital Management
Minnesota
– -$3.92M -325,200 Closed
Bank of New York Mellon
106
Bank of New York Mellon
New York
– -$3.69M -305,380 Closed
QC
107
Quadrature Capital
United Kingdom
– -$2.12M -175,699 Closed
Two Sigma Investments
108
Two Sigma Investments
New York
– -$1.53M -126,552 Closed
PAMU
109
Pictet Asset Management (UK)
United Kingdom
– -$1.51M -125,202 Closed
CANY
110
Caxton Associates (New York)
New York
– -$1.18M -98,000 Closed
PI
111
PineBridge Investments
New York
– -$1.13M -93,619 Closed
GCP
112
GSA Capital Partners
United Kingdom
– -$1.03M -85,326 Closed
GPCM
113
Granite Point Capital Management
Massachusetts
– -$845K -70,000 Closed
FG
114
Formula Growth
Quebec, Canada
– -$675K -55,958 Closed
QT
115
Quantbot Technologies
New York
– -$644K -53,426 Closed
HMC
116
Harvard Management Company
Massachusetts
– -$604K -50,000 Closed
HFM
117
Harvest Fund Management
China
– -$604K -50,000 Closed
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
– -$414K -34,282 Closed
Ameriprise
119
Ameriprise
Minnesota
– -$362K -30,000 Closed
SSA
120
Schonfeld Strategic Advisors
New York
– -$256K -21,132 Closed
Simplex Trading
121
Simplex Trading
Illinois
– -$234K -18,049 Closed
VKH
122
Virtu KCG Holdings
New York
– -$203K -16,839 Closed
MGM
123
Miura Global Management
New York
– -$181K -15,000 Closed
SEC
124
Seven Eight Capital
New York
– -$121K -10,022 Closed
CHCM
125
Columbus Hill Capital Management
New Jersey
– -$121K -10,000 Closed
2 3 4
5
6

ZTO Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2017, worth a combined $1.29B — up 18% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 28 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was Prime Capital Management, opening a new position worth an estimated $86.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $43.9M sold.

  • 91 institutional investors held ZTO Express (ZTO) as of Q1 2017, down from 102 in Q4 2016.
  • Funds reported $1.29B of ZTO Express stock for Q1 2017, up 18% quarter-over-quarter.
  • 28 funds opened new ZTO Express positions in Q1 2017 and 36 closed out, a net change of -8 holders.
  • The largest ZTO Express buyer in Q1 2017 was Prime Capital Management, an estimated $86.2M added.
  • The largest ZTO Express seller in Q1 2017 was Zimmer Partners, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2017.