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ZTO Express
ZTO

141 hedge funds and large institutions have $3.14B invested in ZTO Express in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

69% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $13.3M

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

45% more capital invested

Capital invested by funds: $2.16B → $3.14B (+$976M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

28% more funds holding

Funds holding: 110 → 141 (+31)

1.55% more ownership

Funds ownership: 28.38% → 29.93% (+1.5%)

Holders
141
Holders Change
+31
Holders Change %
+28.18%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
46
Increased
51
Reduced
32
Closed
14
Calls
$22.5M
Puts
$13.3M
Net Calls
+$9.23M
Net Calls Change
+$5.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
BAM
Brilliance Asset Management
Hong Kong
+$108M
3
PIM
Platinum Investment Management
Australia
+$59.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
O
OppenheimerFunds
New York
+$37.6M

Top Sellers

1
WP
Warburg Pincus
New York
-$205M
2
DSA
Davis Selected Advisers
Arizona
-$40.1M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
YCMGA
York Capital Management Global Advisors
New York
-$22.6M
5
UBS Group
UBS Group
Switzerland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$442K +$398K +22,113 New
ACI
102
AMP Capital Investors
Australia
$434K +$391K +21,700 New
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$426K +$383K +21,276 New
CSS
104
Cubist Systematic Strategies
Connecticut
$410K +$55.7K +3,090 +18%
HC
105
Henshaw Capital
Massachusetts
$388K -$72.8K -4,040 -17%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$368K -$508K -28,191 -60%
Wolverine Trading
107
Wolverine Trading
Illinois
$366K – – –
DCM
108
Driehaus Capital Management
Illinois
$339K +$305K +16,946 New
HP
109
Hikari Power
Japan
$327K +$294K +16,330 New
WAM
110
World Asset Management
Michigan
$310K -$84.5K -4,690 -23%
DCP
111
DSM Capital Partners
Florida
$308K +$278K +15,405 New
BTS
112
BB&T Securities
Virginia
$298K -$367K -20,350 -58%
Nomura Asset Management
113
Nomura Asset Management
Japan
$298K – – –
Creative Planning
114
Creative Planning
Kansas
$262K +$2.65K +147 +1%
CGH
115
Crossmark Global Holdings
Texas
$248K +$223K +12,390 New
EWM
116
Elite Wealth Management
Washington
$236K +$213K +11,817 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$205K +$185K +10,250 New
Citigroup
118
Citigroup
New York
$194K +$46.1K +2,561 +36%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$168K +$151K +8,380 New
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K -$1.86K -103 -1%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$97K -$10.8K -600 -11%
NIT
122
NumerixS Investment Technologies
British Columbia, Canada
$76K -$81.1K -4,500 -54%
APA
123
American Portfolios Advisors
New York
$74.5K – – –
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$53K +$2.74K +152 +6%
PG
125
PEAK6 Group
Illinois
$48K +$43.3K +2,402 New
3 4
5
6 7

ZTO Hedge Fund Activity: Q2 2018 in Review

141 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2018, worth a combined $3.14B — up 45% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZTO positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Warburg Pincus, cutting an estimated $205M.

  • 141 institutional investors held ZTO Express (ZTO) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $3.14B of ZTO Express stock for Q2 2018, up 45% quarter-over-quarter.
  • 46 funds opened new ZTO Express positions in Q2 2018 and 14 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q2 2018 was Fidelity Investments, an estimated $127M added.
  • The largest ZTO Express seller in Q2 2018 was Warburg Pincus, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2018.