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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$2.11M +$614K +18,798 +35%
RJA
102
Raymond James & Associates
Florida
$2.06M +$208K +6,366 +10%
CSS
103
Cubist Systematic Strategies
Connecticut
$2.03M -$5.71M -175,018 -72%
Bessemer Group
104
Bessemer Group
New Jersey
$2.01M -$35.7K -1,093 -2%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$2M +$92.3K +2,827 +4%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.98M -$199K -6,100 -8%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$1.95M -$1.4M -43,004 -39%
JF
108
Jump Financial
Illinois
$1.94M +$1.69M +51,687 +347%
Squarepoint
109
Squarepoint
New York
$1.9M +$1.9M +58,073 +809%
American Century Companies
110
American Century Companies
Missouri
$1.89M +$819K +25,101 +63%
CS
111
Candriam SCA
Luxembourg
$1.88M
First Trust Advisors
112
First Trust Advisors
Illinois
$1.88M -$672K -20,591 -24%
ARI
113
Applied Research Investments
Delaware
$1.81M -$206K -6,312 -9%
GIBU
114
Gulf International Bank (UK)
United Kingdom
$1.78M
YIH
115
Y-Intercept (HK)
Hong Kong
$1.72M +$1.98M +60,510 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.69M +$702K +21,519 +59%
BCM
117
Bayesian Capital Management
New York
$1.64M +$1.84M +56,402 New
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.59M -$103K -3,146 -5%
LPL Financial
119
LPL Financial
California
$1.58M +$169K +5,171 +11%
Nomura Holdings
120
Nomura Holdings
Japan
$1.53M -$636K -19,489 -27%
VI
121
Vestcor Inc
New Brunswick, Canada
$1.52M -$101K -3,100 -6%
GH
122
GAM Holding
Switzerland
$1.5M -$203K -6,223 -11%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$1.46M -$368K -11,268 -18%
AAM
124
Advisors Asset Management
Colorado
$1.46M +$170K +5,211 +12%
Nomura Asset Management
125
Nomura Asset Management
Japan
$1.46M -$71.8K -2,200 -4%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.