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ZTO Express
ZTO

111 hedge funds and large institutions have $2.19B invested in ZTO Express in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

66% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $10M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.76B → $2.19B (+$432M)

8% more funds holding

Funds holding: 103 → 111 (+8)

3.36% more ownership

Funds ownership: 23.87% → 27.24% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
30
Increased
47
Reduced
23
Closed
21
Calls
$16.6M
Puts
$10M
Net Calls
+$6.57M
Net Calls Change
+$2.35M

Top Buyers

1
O
OppenheimerFunds
New York
+$102M
2
PIM
Platinum Investment Management
Australia
+$68.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$67.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.6M
5
YCMGA
York Capital Management Global Advisors
New York
+$21.3M

Top Sellers

1
SC
Sculptor Capital
New York
-$86.5M
2
SNN
Shen Neil Nanpeng
-$47M
3
Millennium Management
Millennium Management
New York
-$23.7M
4
CG
Carmignac Gestion
France
-$17.3M
5
Morgan Stanley
Morgan Stanley
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$49.1K +$48.9K +3,100 New
JP Morgan Chase
102
JP Morgan Chase
New York
$30K -$14.9K -948 -33%
AG
103
Advisor Group
Arizona
$27K -$284 -18 -1%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$21K +$6.86K +435 +50%
CCM
105
Cribstone Capital Management
Maine
$7K – – –
BTIS
106
BB&T Investment Services
North Carolina
$5K +$2.05K +130 +68%
CA
107
Calton & Associates
Florida
$5K +$4.96K +315 New
TDC
108
Thompson Davis & Co
Virginia
$4K – – –
SWM
109
SeaCrest Wealth Management
New York
$3K +$3.15K +200 New
IA
110
IFP Advisors
Florida
$2K – – –
DCM
111
Delpha Capital Management
New York
$1K +$1.06K +67 New
SC
112
Sculptor Capital
New York
– -$86.5M -6,157,885 Closed
SNN
113
Shen Neil Nanpeng
– -$47M -3,350,000 Closed
CG
114
Carmignac Gestion
France
– -$17.3M -1,229,196 Closed
NMC
115
Nine Masts Capital
Hong Kong
– -$6.11M -435,300 Closed
AG
116
AIA Group
Hong Kong
– -$5.56M -396,000 Closed
MAM
117
Myriad Asset Management
Hong Kong
– -$2.46M -175,000 Closed
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
– -$2.31M -164,876 Closed
NIT
119
NumerixS Investment Technologies
British Columbia, Canada
– -$1.39M -98,700 Closed
Citadel Advisors
120
Citadel Advisors
Florida
– -$1.54M -97,869 Closed
Walleye Trading
121
Walleye Trading
New York
– -$991K -62,896 Closed
SPM
122
Symmetry Peak Management
Pennsylvania
– -$779K -55,500 Closed
PP
123
Paloma Partners
Connecticut
– -$677K -48,231 Closed
DTL
124
Dynamic Technology Lab
Singapore
– -$327K -23,318 Closed
CSS
125
Cubist Systematic Strategies
Connecticut
– -$188K -13,400 Closed
2 3 4
5
6

ZTO Hedge Fund Activity: Q4 2017 in Review

111 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2017, worth a combined $2.19B — up 25% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZTO positions and 21 closed out — a net gain of 9 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $102M. The largest seller was Sculptor Capital, exiting entirely with an estimated $86.5M sold.

  • 111 institutional investors held ZTO Express (ZTO) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $2.19B of ZTO Express stock for Q4 2017, up 25% quarter-over-quarter.
  • 30 funds opened new ZTO Express positions in Q4 2017 and 21 closed out, a net change of +9 holders.
  • The largest ZTO Express buyer in Q4 2017 was OppenheimerFunds, an estimated $102M added.
  • The largest ZTO Express seller in Q4 2017 was Sculptor Capital, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2017.