ZTO Express
110 hedge funds and large institutions have $2.16B invested in ZTO Express in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 24 closing their positions.
40% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $8.78M
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
1.14% more ownership
Funds ownership: 27.24% → 28.38% (+1.1%)
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less funds holding
Funds holding: 111 → 110 (-1)
1% less capital invested
Capital invested by funds: $2.19B → $2.16B (-$30.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$49.4M |
| 2 |
Morgan Stanley
New York
|
+$47.8M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$34.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$55.2M |
| 2 |
Millennium Management
New York
|
-$34.6M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$19.3M |
| 4 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
-$17.6M |
| 5 |
YCMGA
York Capital Management Global Advisors
New York
|
-$9.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
126
Prelude Capital Management
New York
| – | -$269K | -17,000 | Closed |
|
|
SEC
127
Seven Eight Capital
New York
| – | -$168K | -10,605 | Closed |
|
|
CCB
128
Cutter & Co Brokerage
Ballwin,
Missouri
| – | -$159K | -10,000 | Closed |
|
129
Envestnet Asset Management
Chicago,
Illinois
| – | -$79K | -5,010 | Closed |
|
|
CCM
130
Cribstone Capital Management
Augusta,
Maine
| – | -$7K | -450 | Closed |
|
|
CA
131
Calton & Associates
Tampa,
Florida
| – | -$5K | -315 | Closed |
|
|
TDC
132
Thompson Davis & Co
Richmond,
Virginia
| – | -$4K | -250 | Closed |
|
|
DCM
133
Delpha Capital Management
New York
| – | -$1K | -67 | Closed |
|
|
PHK
134
Point72 Hong Kong
Hong Kong
| – | +$173 | +11 | New |
|
ZTO Hedge Fund Activity: Q1 2018 in Review
110 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2018, worth a combined $2.16B — down 1.4% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ZTO positions and 24 closed out — a net gain of 1 holder — while 42 added to existing stakes and 35 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $49.4M. The largest seller was Lazard Asset Management, cutting an estimated $55.2M.
- 110 institutional investors held ZTO Express (ZTO) as of Q1 2018, down from 111 in Q4 2017.
- Funds reported $2.16B of ZTO Express stock for Q1 2018, down 1.4% quarter-over-quarter.
- 25 funds opened new ZTO Express positions in Q1 2018 and 24 closed out, a net change of +1 holder.
- The largest ZTO Express buyer in Q1 2018 was OppenheimerFunds, an estimated $49.4M added.
- The largest ZTO Express seller in Q1 2018 was Lazard Asset Management, an estimated $55.2M sold.
Based on aggregated 13F filings for Q1 2018.