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ZTO Express
ZTO

141 hedge funds and large institutions have $3.14B invested in ZTO Express in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

69% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $13.3M

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

45% more capital invested

Capital invested by funds: $2.16B → $3.14B (+$976M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

28% more funds holding

Funds holding: 110 → 141 (+31)

1.55% more ownership

Funds ownership: 28.38% → 29.93% (+1.5%)

Holders
141
Holders Change
+31
Holders Change %
+28.18%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
46
Increased
51
Reduced
32
Closed
14
Calls
$22.5M
Puts
$13.3M
Net Calls
+$9.23M
Net Calls Change
+$5.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
BAM
Brilliance Asset Management
Hong Kong
+$108M
3
PIM
Platinum Investment Management
Australia
+$59.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
O
OppenheimerFunds
New York
+$37.6M

Top Sellers

1
WP
Warburg Pincus
New York
-$205M
2
DSA
Davis Selected Advisers
Arizona
-$40.1M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
YCMGA
York Capital Management Global Advisors
New York
-$22.6M
5
UBS Group
UBS Group
Switzerland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$45K +$38.1K +2,115 +1,410%
HNB
127
Huntington National Bank
Ohio
$31K +$27.8K +1,543 New
ASN
128
Advisory Services Network
Georgia
$24K +$17.9K +991 +530%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$15K +$13.5K +749 New
IAS
130
IMA Advisory Services
Colorado
$11K +$10.1K +563 New
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$8K – – –
RCAG
132
Rehmann Capital Advisory Group
Michigan
$6.62K +$5.19K +288 +670%
RFA
133
Reilly Financial Advisors
California
$6K +$4.96K +275 New
SWM
134
SeaCrest Wealth Management
New York
$4K – – –
LF
135
Lee Financial
Texas
$4K +$3.44K +191 New
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.96K +164 New
TRCT
137
Tower Research Capital (TRC)
New York
$2K -$97.3K -5,400 -98%
FGAM
138
Financial Gravity Asset Management
Texas
$2K +$1.3K +72 New
NL
139
NVWM LLC
Pennsylvania
$2K +$1.37K +76 New
CFN
140
Cordasco Financial Network
Florida
$2K +$2.04K +113 New
YCMGA
141
York Capital Management Global Advisors
New York
– -$22.6M -1,504,827 Closed
GAM
142
Greenwoods Asset Management
Cayman Islands
– -$7.64M -510,000 Closed
FHAM
143
Folger Hill Asset Management
New York
– -$3.88M -259,067 Closed
DWA
144
Douglass Winthrop Advisors
New York
– -$1.61M -107,340 Closed
NMC
145
Nine Masts Capital
Hong Kong
– -$1.05M -70,000 Closed
WCA
146
Waratah Capital Advisors
Ontario, Canada
– -$976K -65,105 Closed
WAM
147
Wolverine Asset Management
Illinois
– -$725K -48,422 Closed
SB
148
Suntrust Banks
Georgia
– -$414K -24,473 Closed
DTL
149
Dynamic Technology Lab
Singapore
– -$225K -15,057 Closed
Group One Trading
150
Group One Trading
Illinois
– -$182K -10,084 Closed
3 4 5
6
7

ZTO Hedge Fund Activity: Q2 2018 in Review

141 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2018, worth a combined $3.14B — up 45% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZTO positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Warburg Pincus, cutting an estimated $205M.

  • 141 institutional investors held ZTO Express (ZTO) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $3.14B of ZTO Express stock for Q2 2018, up 45% quarter-over-quarter.
  • 46 funds opened new ZTO Express positions in Q2 2018 and 14 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q2 2018 was Fidelity Investments, an estimated $127M added.
  • The largest ZTO Express seller in Q2 2018 was Warburg Pincus, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2018.