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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Shell Asset Management
Netherlands
$3.62M +$1.54M +48,349 +96%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$3.52M +$641K +20,104 +27%
ARI
103
Applied Research Investments
Delaware
$3.47M +$3.02M +94,622 New
APG Asset Management
104
APG Asset Management
Netherlands
$3.36M +$717K +22,500 +28%
Prudential Financial
105
Prudential Financial
New Jersey
$3.35M +$2.91M +91,400 New
DWM
106
Darwin Wealth Management
Florida
$3.33M +$2.9M +90,859 New
Stifel Financial
107
Stifel Financial
Missouri
$2.92M -$1.15M -35,976 -31%
DILIC
108
Dai-ichi Life Insurance Company
Japan
$2.91M +$360K +11,281 +17%
Simplex Trading
109
Simplex Trading
Illinois
$2.88M +$23.1K +726 +0.9%
BIM
110
Bogle Investment Management
Massachusetts
$2.82M +$2.45M +76,917 New
DIM
111
Delta Investment Management
California
$2.82M +$2.45M +76,944 New
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$2.81M -$237K -7,419 -9%
EFMH
113
E Fund Management (HK)
Hong Kong
$2.79M +$219K +6,884 +10%
NIPH
114
NN Investment Partners Holdings
Netherlands
$2.75M +$2.38M +74,800 New
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$2.73M +$2.37M +74,240 New
Walleye Trading
116
Walleye Trading
New York
$2.63M -$2.51M -78,795 -52%
CIC
117
Chase Investment Counsel
Virginia
$2.62M -$2.45M -76,813 -52%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$2.58M +$516K +16,177 +30%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.47M -$63.8K -2,000 -3%
Nomura Holdings
120
Nomura Holdings
Japan
$2.33M -$20.6M -646,888 -91%
GIBU
121
Gulf International Bank (UK)
United Kingdom
$2.24M +$383K +12,000 +24%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$2.16M +$1.87M +58,800 New
GH
123
GAM Holding
Switzerland
$2.13M +$1.85M +58,154 New
B
124
BP
United Kingdom
$2.11M
VOYA Investment Management
125
VOYA Investment Management
Georgia
$2.1M +$270K +8,466 +17%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.