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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Prudential plc
United Kingdom
$1.43M +$1.6M +49,115 New
CANY
127
Caxton Associates (New York)
New York
$1.42M +$1.58M +48,547 New
Comerica Bank
128
Comerica Bank
Texas
$1.36M +$44.9K +1,377 +3%
Macquarie Group
129
Macquarie Group
Australia
$1.25M
DA
130
Duality Advisers
Florida
$1.22M +$1.09M +33,450 +398%
CIM
131
Confluence Investment Management
Missouri
$1.19M +$120K +3,672 +10%
HI
132
Handelsinvest Investeringsforvaltning
Denmark
$1.17M
GC
133
Guggenheim Capital
Illinois
$1.07M +$103K +3,151 +9%
E
134
Ergoteles
New York
$1.06M +$1.19M +36,312 New
Russell Investments Group
135
Russell Investments Group
United Kingdom
$1.02M +$235K +7,185 +26%
SFI
136
Susquehanna Fundamental Investments
Pennsylvania
$974K +$1.09M +33,427 New
Marshall Wace
137
Marshall Wace
United Kingdom
$964K +$86.2K +2,640 +9%
SSA
138
Schonfeld Strategic Advisors
New York
$945K +$708K +21,700 +203%
MME
139
Meag Munich Ergo
Germany
$933K +$1.04M +32,000 New
PAM
140
Panagora Asset Management
Massachusetts
$881K -$6.69K -205 -0.7%
AssetMark Inc
141
AssetMark Inc
California
$874K +$247K +7,568 +34%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$821K +$679K +20,800 +283%
SG Americas Securities
143
SG Americas Securities
New York
$758K +$848K +25,987 New
Stifel Financial
144
Stifel Financial
Missouri
$738K +$84.1K +2,576 +11%
Truist Financial
145
Truist Financial
North Carolina
$731K +$41.1K +1,260 +5%
DekaBank Deutsche Girozentrale
146
DekaBank Deutsche Girozentrale
Germany
$719K +$220K +6,726 +35%
Ameriprise
147
Ameriprise
Minnesota
$693K +$26.8K +821 +4%
ACI
148
AMP Capital Investors
Australia
$684K -$132K -4,036 -15%
CGH
149
Crossmark Global Holdings
Texas
$662K -$13.4K -410 -2%
QI
150
QS Investors
New York
$616K -$29.4K -900 -4%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.