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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
101
Meag Munich Ergo
Germany
$4.08M -$72.1K -2,834 -2%
EAM
102
Erste Asset Management
Austria
$3.75M +$528K +20,740 +15%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$3.69M +$334K +13,109 +9%
Swedbank
104
Swedbank
Sweden
$3.47M
National Pension Service
105
National Pension Service
South Korea
$3.47M +$26.1K +1,027 +0.7%
MICM
106
Matthews International Capital Management
California
$3.27M -$712K -27,996 -17%
AIMCA
107
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.25M +$1.35M +53,098 +65%
PP
108
Prudential plc
United Kingdom
$3.15M -$2.41M -94,596 -42%
Public Sector Pension Investment Board (PSP Investments)
109
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M +$33.1K +1,300 +1%
BMSSC
110
B. Metzler seel. Sohn & Co
Germany
$2.97M +$1.38M +54,062 +79%
CSS
111
Cubist Systematic Strategies
Connecticut
$2.87M -$639K -25,132 -17%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$2.84M +$356K +14,000 +14%
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$2.63M -$84.7K -3,330 -3%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$2.51M -$276K -10,834 -9%
Macquarie Group
115
Macquarie Group
Australia
$2.48M +$123K +4,818 +5%
WAM
116
WT Asset Management
Hong Kong
$2.32M +$2.44M +96,000 New
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$2.32M -$942K -37,012 -28%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$2.28M +$2.29M +89,977 New
PAM
119
Pinpoint Asset Management
Hong Kong
$2.18M -$5.87M -230,590 -72%
IA
120
Icon Advisers
Colorado
$2.05M +$1.14M +45,000 +113%
California State Teachers Retirement System (CalSTRS)
121
California State Teachers Retirement System (CalSTRS)
California
$2.02M -$490K -19,277 -19%
Franklin Resources
122
Franklin Resources
California
$1.99M +$19.1K +750 +0.9%
QT
123
Quantbot Technologies
New York
$1.97M -$126K -4,963 -6%
Millennium Management
124
Millennium Management
New York
$1.75M +$1.84M +72,363 New
SG Americas Securities
125
SG Americas Securities
New York
$1.66M +$450K +17,683 +35%

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.