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ZTO Express
ZTO

103 hedge funds and large institutions have $1.76B invested in ZTO Express in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.95M

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 94 → 103 (+9)

5% more capital invested

Capital invested by funds: $1.67B → $1.76B (+$87.8M)

1.07% more ownership

Funds ownership: 22.8% → 23.87% (+1.1%)

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
37
Increased
35
Reduced
23
Closed
27
Calls
$12.2M
Puts
$7.95M
Net Calls
+$4.22M
Net Calls Change
+$3.2M

Top Buyers

1
O
OppenheimerFunds
New York
+$98.5M
2
SC
Sculptor Capital
New York
+$88.2M
3
Morgan Stanley
Morgan Stanley
New York
+$51.4M
4
SNN
Shen Neil Nanpeng
+$48.3M
5
GCCM
Green Court Capital Management
Hong Kong
+$24.1M

Top Sellers

1
HIM
Hillhouse Investment Management
Cayman Islands
-$159M
2
Millennium Management
Millennium Management
New York
-$45M
3
MAM
Myriad Asset Management
Hong Kong
-$25.2M
4
TIM
Thornburg Investment Management
New Mexico
-$23.2M
5
CG
Carmignac Gestion
France
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$2K – – –
BTIS
102
BB&T Investment Services
North Carolina
$2K +$2.75K +191 New
Walleye Trading
103
Walleye Trading
New York
$883 +$907K +62,896 New
HIM
104
Hillhouse Investment Management
Cayman Islands
– -$159M -11,386,920 Closed
TIM
105
Thornburg Investment Management
New Mexico
– -$23.2M -1,661,506 Closed
Federated Hermes
106
Federated Hermes
Pennsylvania
– -$14.3M -1,025,000 Closed
Wellington Management Group
107
Wellington Management Group
Massachusetts
– -$13.3M -952,449 Closed
PAMU
108
Pictet Asset Management (UK)
United Kingdom
– -$9.77M -683,942 Closed
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
– -$8.58M -614,400 Closed
AG
110
Artal Group
Luxembourg
– -$6.98M -500,000 Closed
PHK
111
Point72 Hong Kong
Hong Kong
– -$5.08M -352,100 -100%
GAM
112
Greenwoods Asset Management
Cayman Islands
– -$4.33M -310,000 Closed
JCP
113
Jabre Capital Partners
Switzerland
– -$4.05M -290,000 Closed
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
– -$2.64M -189,000 Closed
Nomura Holdings
115
Nomura Holdings
Japan
– -$2.15M -153,525 Closed
AIM
116
Atlantic Investment Management
New York
– -$1.78M -127,400 Closed
AII
117
AGF Investments Inc
Ontario, Canada
– -$1.6M -114,500 Closed
FA
118
FDx Advisors
Illinois
– -$692K -49,603 Closed
Macquarie Group
119
Macquarie Group
Australia
– -$419K -30,000 Closed
DADC
120
D.A. Davidson & Co
Montana
– -$369K -26,477 Closed
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
– -$349K -25,000 Closed
ONB
122
Old National Bancorp
Indiana
– -$345K -24,744 Closed
GT
123
Glenmede Trust
Pennsylvania
– -$305K -23,311 Closed
CONA
124
Capital One National Association
New York
– -$313K -22,426 Closed
OAM
125
Oppenheimer Asset Management
New York
– -$226K -16,184 Closed
2 3 4
5
6

ZTO Hedge Fund Activity: Q3 2017 in Review

103 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2017, worth a combined $1.76B — up 5.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZTO positions and 27 closed out — a net gain of 10 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $98.5M. The largest seller was Hillhouse Investment Management, exiting entirely with an estimated $159M sold.

  • 103 institutional investors held ZTO Express (ZTO) as of Q3 2017, up from 94 in Q2 2017.
  • Funds reported $1.76B of ZTO Express stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 37 funds opened new ZTO Express positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest ZTO Express buyer in Q3 2017 was OppenheimerFunds, an estimated $98.5M added.
  • The largest ZTO Express seller in Q3 2017 was Hillhouse Investment Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2017.