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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$1.79M +$1.39M +63,483 +276%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$1.77M -$278K -12,736 -13%
Skandinaviska Enskilda Banken (SEB)
103
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.75M +$136K +6,200 +8%
CC
104
Centiva Capital
New York
$1.72M -$373K -17,050 -17%
US Bancorp
105
US Bancorp
Minnesota
$1.72M +$1.77M +80,788 +4,023%
Citadel Advisors
106
Citadel Advisors
Florida
$1.7M -$3.78M -172,910 -68%
AIMCA
107
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.69M
Mariner
108
Mariner
Kansas
$1.66M +$752K +34,400 +76%
AQR Capital Management
109
AQR Capital Management
Connecticut
$1.55M -$9.91M -453,235 -86%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$1.54M -$23.9K -1,093 -1%
Credit Agricole
111
Credit Agricole
France
$1.54M +$1.62M +73,993 New
APG Asset Management
112
APG Asset Management
Netherlands
$1.36M -$1.41M -64,523 -48%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.33M +$1.4M +63,922 New
Simplex Trading
114
Simplex Trading
Illinois
$1.28M -$2.09M -95,519 -61%
SC
115
Sculptor Capital
New York
$1.19M +$1.25M +57,118 New
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M -$2.66M -121,517 -68%
Ameriprise
117
Ameriprise
Minnesota
$1.16M +$266K +12,185 +28%
WAM
118
Wolverine Asset Management
Illinois
$1.14M +$1.2M +54,800 New
PA
119
Profund Advisors
Maryland
$1.12M -$198K -9,040 -14%
Asset Management One
120
Asset Management One
Japan
$1.11M -$48.1K -2,200 -4%
TAMH
121
Taikang Asset Management (HK)
Hong Kong
$1.06M +$70.4K +3,220 +7%
DC
122
Davenport & Co
Virginia
$956K +$1.01M +46,071 New
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$955K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$953K +$775K +35,434 +338%
Nomura Asset Management
125
Nomura Asset Management
Japan
$936K

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.