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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
SRL
126
Scientech Research LLC
New Jersey
$927K +$977K +44,677 New
Macquarie Group
127
Macquarie Group
Australia
$888K
KeyBank National Association
128
KeyBank National Association
Ohio
$863K +$909K +41,601 New
EOJOAM
129
E. Ohman J:or Asset Management
Sweden
$845K +$87.4K +4,000 +11%
XT
130
XTX Topco
Cayman Islands
$824K +$869K +39,734 New
CL
131
Choreo LLC
Illinois
$792K +$836K +38,234 New
BP
132
BNP Paribas
France
$789K -$36.8K -1,685 -4%
BMSSC
133
B. Metzler seel. Sohn & Co
Germany
$781K
SEI Investments
134
SEI Investments
Pennsylvania
$770K +$133K +6,075 +20%
HA
135
HHLR Advisors
Cayman Islands
$753K -$13.5M -618,224 -94%
GS
136
GTS Securities
New York
$727K +$82.7K +3,781 +12%
Truist Financial
137
Truist Financial
North Carolina
$719K +$758K +34,651 New
Stifel Financial
138
Stifel Financial
Missouri
$707K +$433K +19,792 +139%
Creative Planning
139
Creative Planning
Kansas
$605K +$225K +10,275 +54%
MPM
140
MBB Public Markets
Illinois
$602K +$634K +29,023 New
DnB Asset Management
141
DnB Asset Management
Norway
$594K
CAM
142
Cresset Asset Management
Illinois
$579K +$610K +27,924 New
TRCT
143
Tower Research Capital (TRC)
New York
$572K -$496K -22,673 -45%
GIBU
144
Gulf International Bank (UK)
United Kingdom
$570K -$28.4K -1,300 -5%
Millennium Management
145
Millennium Management
New York
$554K -$34.4M -1,575,411 -98%
II
146
IFM Investors
Australia
$534K -$60.8K -2,780 -10%
Marshall Wace
147
Marshall Wace
United Kingdom
$533K +$562K +25,700 New
P
148
Pitcairn
Pennsylvania
$525K +$553K +25,309 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K +$43.2K +1,974 +9%
BCM
150
Bayesian Capital Management
New York
$492K -$1.78M -81,591 -77%

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.