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ZTO Express

229 hedge funds and large institutions have $7.29B invested in ZTO Express in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $7.23B → $7.29B (+$61.5M)

0.47% more ownership

Funds ownership: 38.24%38.71% (+0.47%)

0% less funds holding

Funds holding: 230229 (-1)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

11% less call options, than puts

Call options by funds: $84.6M | Put options by funds: $94.7M

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
28
Increased
79
Reduced
89
Closed
29
Calls
$84.6M
Puts
$94.7M
Net Calls
-$10.1M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$2.3M +$159K +5,147 +7%
AllianceBernstein
102
AllianceBernstein
Tennessee
$2.23M +$2.27M +73,425 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.2M +$139K +4,500 +7%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$2.13M +$54.7K +1,770 +3%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$2.11M -$90.5K -2,931 -4%
American Century Companies
106
American Century Companies
Missouri
$2.09M +$121K +3,925 +6%
TC
107
TwinBeech Capital
New York
$2.08M +$2.12M +68,506 New
APG Asset Management
108
APG Asset Management
Netherlands
$2.02M -$1.25M -40,416 -34%
ECM
109
ExodusPoint Capital Management
New York
$2.01M +$2.05M +66,289 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.88M +$222K +7,187 +13%
GIBU
111
Gulf International Bank (UK)
United Kingdom
$1.85M
EGM
112
Engineers Gate Manager
New York
$1.82M +$1.85M +59,894 New
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.79M -$524K -16,972 -22%
AAM
114
Advisors Asset Management
Colorado
$1.63M +$106K +3,442 +7%
DA
115
Duality Advisers
Florida
$1.61M +$345K +11,166 +27%
PP
116
Prudential plc
United Kingdom
$1.6M +$112K +3,638 +7%
VI
117
Vestcor Inc
New Brunswick, Canada
$1.58M
Nomura Asset Management
118
Nomura Asset Management
Japan
$1.57M +$52.5K +1,700 +3%
CS
119
Candriam SCA
Luxembourg
$1.52M -$531K -17,199 -26%
UOC
120
UBS O'Connor
Illinois
$1.52M +$1.54M +50,000 New
First Trust Advisors
121
First Trust Advisors
Illinois
$1.52M -$449K -14,549 -23%
Macquarie Group
122
Macquarie Group
Australia
$1.46M +$161K +5,200 +12%
BAM
123
Blueshift Asset Management
New Jersey
$1.25M +$759K +24,569 +149%
MME
124
Meag Munich Ergo
Germany
$1.23M +$262K +8,500 +27%
HI
125
Handelsinvest Investeringsforvaltning
Denmark
$1.21M

ZTO Hedge Fund Activity: Q2 2021 in Review

229 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2021, worth a combined $7.29B — up 0.85% from $7.23B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ZTO and 28 opened new positions — a net loss of 1 holder — while 89 trimmed existing stakes and 79 added.

The largest buyer was OLP Capital Management, opening a new position worth an estimated $161M. The largest seller was Vanguard Group, cutting an estimated $297M.

  • 229 institutional investors held ZTO Express (ZTO) as of Q2 2021, down from 230 in Q1 2021.
  • Funds reported $7.29B of ZTO Express stock for Q2 2021, up 0.85% quarter-over-quarter.
  • 28 funds opened new ZTO Express positions in Q2 2021 and 29 closed out, a net change of -1 holder.
  • The largest ZTO Express buyer in Q2 2021 was OLP Capital Management, an estimated $161M added.
  • The largest ZTO Express seller in Q2 2021 was Vanguard Group, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.