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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$1.33M
GIBU
127
Gulf International Bank (UK)
United Kingdom
$1.3M
VOYA Investment Management
128
VOYA Investment Management
Georgia
$1.29M +$118K +4,850 +11%
PA
129
Profund Advisors
Maryland
$1.23M -$535K -22,075 -32%
DCM
130
Dimension Capital Management
Florida
$1.2M -$50.1K -2,067 -4%
Voloridge Investment Management
131
Voloridge Investment Management
Florida
$1.12M -$335K -13,827 -25%
TI
132
Trexquant Investment
Connecticut
$1.08M +$457K +18,834 +85%
Truist Financial
133
Truist Financial
North Carolina
$994K -$135K -5,583 -13%
Nomura Asset Management
134
Nomura Asset Management
Japan
$970K +$80.7K +3,330 +10%
Comerica Bank
135
Comerica Bank
Texas
$949K -$31.7K -1,307 -4%
DZ Bank
136
DZ Bank
Germany
$944K +$864K +35,639 New
CSS
137
Cubist Systematic Strategies
Connecticut
$880K +$806K +33,248 New
FFM
138
Fullerton Fund Management
Singapore
$873K -$619K -25,553 -44%
Fidelity International
139
Fidelity International
Bermuda
$854K +$782K +32,259 New
T. Rowe Price Associates
140
T. Rowe Price Associates
Maryland
$840K +$74K +3,052 +11%
Macquarie Group
141
Macquarie Group
Australia
$839K
TAMH
142
Taikang Asset Management (HK)
Hong Kong
$794K +$727K +30,000 New
Wellington Management Group
143
Wellington Management Group
Massachusetts
$792K +$725K +29,925 New
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$776K
AG
145
AIA Group
Hong Kong
$759K -$375K -15,456 -35%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$739K +$367K +15,160 +119%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$726K -$5.81M -239,557 -90%
Walleye Capital
148
Walleye Capital
New York
$716K +$655K +27,020 New
AAM
149
Advisors Asset Management
Colorado
$680K +$169K +6,955 +37%
BBCM
150
Boardman Bay Capital Management
New York
$662K +$606K +25,000 New

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.