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ZTO Express

243 hedge funds and large institutions have $6.88B invested in ZTO Express in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

17% more capital invested

Capital invested by funds: $5.9B → $6.88B (+$987M)

13% more call options, than puts

Call options by funds: $229M | Put options by funds: $202M

1.95% more ownership

Funds ownership: 39.54%41.49% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 89

0% more funds holding

Funds holding: 243243 (0)

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.31%
New
34
Increased
90
Reduced
89
Closed
29
Calls
$229M
Puts
$202M
Net Calls
+$26.8M
Net Calls Change
-$4.98B
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
126
E. Ohman J:or Asset Management
Sweden
$1.59M
VOYA Investment Management
127
VOYA Investment Management
Georgia
$1.58M +$17.7K +770 +1%
SCM
128
Segantii Capital Management
Hong Kong
$1.34M -$4.29M -186,675 -79%
BMSSC
129
B. Metzler seel. Sohn & Co
Germany
$1.33M -$1.64M -71,449 -59%
LCM
130
Lattice Capital Management
Washington
$1.29M
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$1.28M +$126K +5,495 +13%
Skandinaviska Enskilda Banken (SEB)
132
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.27M
Two Sigma Advisers
133
Two Sigma Advisers
New York
$1.19M +$1.02M +44,200 New
Franklin Resources
134
Franklin Resources
California
$1.18M -$63.8K -2,775 -6%
PP
135
Prudential plc
United Kingdom
$1.09M +$194K +8,427 +26%
MME
136
Meag Munich Ergo
Germany
$1.06M +$207K +9,000 +29%
SIGI
137
Susquehanna International Group (Ireland)
Ireland
$1.03M -$5.13M -223,142 -85%
AAM
138
Advisors Asset Management
Colorado
$1.03M -$49.3K -2,144 -5%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.02M -$2.79M -121,553 -76%
LP
140
LMR Partners
United Kingdom
$975K +$556K +24,175 +204%
VI
141
Vestcor Inc
New Brunswick, Canada
$949K
SEI Investments
142
SEI Investments
Pennsylvania
$946K -$181K -7,868 -18%
BCM
143
Bayesian Capital Management
New York
$908K -$324K -14,100 -29%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$879K -$13.8K -600 -2%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$853K -$17.6K -765 -2%
PSC
146
Portman Square Capital
United Kingdom
$849K +$726K +31,600 New
SG Americas Securities
147
SG Americas Securities
New York
$789K +$238K +10,355 +54%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$732K -$166K -7,233 -21%
First Trust Advisors
149
First Trust Advisors
Illinois
$726K -$1.55M -67,431 -71%
SAM
150
Shell Asset Management
Netherlands
$705K -$71.2K -3,100 -11%

ZTO Hedge Fund Activity: Q4 2022 in Review

243 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2022, worth a combined $6.88B — up 17% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ZTO positions and 29 closed out — a net gain of 5 holders — while 90 added to existing stakes and 89 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $129M. The largest seller was Wellington Management Group, cutting an estimated $161M.

  • 243 institutional investors held ZTO Express (ZTO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $6.88B of ZTO Express stock for Q4 2022, up 17% quarter-over-quarter.
  • 34 funds opened new ZTO Express positions in Q4 2022 and 29 closed out, a net change of +5 holders.
  • The largest ZTO Express buyer in Q4 2022 was Wolverine Trading, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2022 was Wellington Management Group, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2022.