We are live on ! Find out more
ZTO icon

ZTO Express
ZTO

188 hedge funds and large institutions have $3.73B invested in ZTO Express in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 33

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

30% more capital invested

Capital invested by funds: $2.87B → $3.73B (+$855M)

21% more funds holding

Funds holding: 156 → 188 (+32)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.26% less ownership

Funds ownership: 31.21% → 25.95% (-5.3%)

46% less call options, than puts

Call options by funds: $9.66M | Put options by funds: $17.8M

Holders
188
Holders Change
+32
Holders Change %
+20.51%
% of All Funds
4.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
67
Increased
68
Reduced
40
Closed
33
Calls
$9.66M
Puts
$17.8M
Net Calls
-$8.16M
Net Calls Change
-$16.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$263M
2
State Street
State Street
Massachusetts
+$96.8M
3
WA
WFM Asia
British Virgin Islands
+$41.5M
4
TAA
TB Alternative Assets
Cayman Islands
+$35.5M
5
American Century Companies
American Century Companies
Missouri
+$30.8M

Top Sellers

1
WP
Warburg Pincus
New York
-$156M
2
PIM
Platinum Investment Management
Australia
-$51.7M
3
BAM
Brilliance Asset Management
Hong Kong
-$50.8M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$40M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
126
Aperio Group
California
$536K +$537K +29,301 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$512K +$402K +21,923 +360%
Walleye Trading
128
Walleye Trading
New York
$482K +$483K +26,372 New
BTS
129
BB&T Securities
Virginia
$481K +$105K +5,712 +28%
SWRP
130
Summit Wealth & Retirement Planning
California
$440K – – –
QC
131
Quadrature Capital
United Kingdom
$434K +$435K +23,758 New
Macquarie Group
132
Macquarie Group
Australia
$431K +$432K +23,600 New
SB
133
Suntrust Banks
Georgia
$413K -$14.5K -789 -3%
Calamos Advisors
134
Calamos Advisors
Illinois
$402K +$403K +22,000 New
CHP
135
Castle Hook Partners
New York
$382K +$382K +20,872 New
FTUS
136
Flow Traders U.S.
New York
$363K +$363K +19,841 New
CANY
137
Caxton Associates (New York)
New York
$330K +$331K +18,045 New
TC
138
TownSquare Capital
Utah
$325K +$92.3K +5,036 +40%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$322K -$11.3K -615 -3%
FA
140
FDx Advisors
Illinois
$306K +$307K +16,760 New
CGH
141
Crossmark Global Holdings
Texas
$299K -$6.04K -330 -2%
HP
142
Hikari Power
Japan
$299K – – –
QSS
143
Quantitative Systematic Strategies
Florida
$290K -$571K -31,189 -66%
HC
144
Henshaw Capital
Massachusetts
$287K -$4.67K -255 -2%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$285K +$38.4K +2,098 +16%
DADC
146
D.A. Davidson & Co
Montana
$274K +$275K +15,005 New
Creative Planning
147
Creative Planning
Kansas
$265K +$22.5K +1,227 +9%
BCM
148
Bayesian Capital Management
New York
$263K -$89.8K -4,900 -25%
FCI
149
Financial Counselors Inc
Kansas
$260K +$7.07K +386 +3%
AL
150
AJO LP
Pennsylvania
$259K +$259K +14,161 New
4 5
6
7 8

ZTO Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2019, worth a combined $3.73B — up 30% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZTO positions and 33 closed out — a net gain of 34 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Warburg Pincus, cutting an estimated $156M.

  • 188 institutional investors held ZTO Express (ZTO) as of Q1 2019, up from 156 in Q4 2018.
  • Funds reported $3.73B of ZTO Express stock for Q1 2019, up 30% quarter-over-quarter.
  • 67 funds opened new ZTO Express positions in Q1 2019 and 33 closed out, a net change of +34 holders.
  • The largest ZTO Express buyer in Q1 2019 was BlackRock, an estimated $263M added.
  • The largest ZTO Express seller in Q1 2019 was Warburg Pincus, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2019.