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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$2.04M +$1.11M +34,764 +168%
UOC
127
UBS O'Connor
Illinois
$2.01M +$1.74M +54,645 New
UH
128
Unigestion Holding
Switzerland
$1.92M -$6.03M -189,275 -78%
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
$1.9M +$1.65M +51,766 New
CIM
130
Confluence Investment Management
Missouri
$1.89M -$101K -3,164 -6%
EOJOAM
131
E. Ohman J:or Asset Management
Sweden
$1.85M
Aberdeen Group
132
Aberdeen Group
United Kingdom
$1.82M -$32.5K -1,018 -2%
Nomura Asset Management
133
Nomura Asset Management
Japan
$1.81M +$402K +12,600 +34%
SSA
134
Schonfeld Strategic Advisors
New York
$1.74M +$1.51M +47,430 New
QI
135
Qtron Investments
Massachusetts
$1.72M +$1.49M +46,770 New
PA
136
Profund Advisors
Maryland
$1.6M -$85K -2,665 -6%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.53M +$1.33M +41,677 New
QC
138
Quadrature Capital
United Kingdom
$1.51M +$973K +30,516 +288%
Citadel Advisors
139
Citadel Advisors
Florida
$1.49M +$1.29M +40,532 New
Franklin Resources
140
Franklin Resources
California
$1.38M +$768K +24,088 +167%
Truist Financial
141
Truist Financial
North Carolina
$1.29M -$80.5K -2,524 -7%
SCP
142
Syntal Capital Partners
Texas
$1.28M +$1.11M +34,965 New
Comerica Bank
143
Comerica Bank
Texas
$1.26M +$77.4K +2,429 +7%
T. Rowe Price Associates
144
T. Rowe Price Associates
Maryland
$1.26M +$79.7K +2,500 +8%
VI
145
Vestcor Inc
New Brunswick, Canada
$1.25M +$1.08M +34,000 New
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.23M +$137K +4,300 +15%
Macquarie Group
147
Macquarie Group
Australia
$1.23M +$56.4K +1,769 +6%
PAM
148
Panagora Asset Management
Massachusetts
$1.11M +$218K +6,828 +29%
BBCM
149
Boardman Bay Capital Management
New York
$1.1M +$159K +5,000 +20%
DZ Bank
150
DZ Bank
Germany
$1.1M -$185K -5,792 -16%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.