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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
151
Crossmark Global Holdings
Texas
$411K -$1.95K -90 -0.5%
Parallax Volatility Advisers
152
Parallax Volatility Advisers
California
$386K +$358K +16,542 New
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$385K
TC
154
TownSquare Capital
Utah
$371K +$3.78K +175 +1%
HC
155
Henshaw Capital
Massachusetts
$366K
FCI
156
Financial Counselors Inc
Kansas
$356K +$12.4K +574 +4%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$320K +$297K +13,744 New
QT
158
Quantbot Technologies
New York
$319K -$455K -21,038 -61%
FC
159
FORA Capital
Florida
$317K +$294K +13,587 New
ONB
160
Old National Bancorp
Indiana
$316K +$5.73K +265 +2%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$315K +$39.9K +1,846 +16%
AI
162
Atria Investments
North Carolina
$306K +$283K +13,087 New
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$108K +5,017 +65%
VAS
164
Vestmark Advisory Solutions
Massachusetts
$280K +$7.48K +346 +3%
VFA
165
Voya Financial Advisors
Connecticut
$271K +$13K +602 +5%
VC
166
Veracity Capital
Georgia
$264K +$245K +11,319 New
GC
167
Guggenheim Capital
Illinois
$261K +$242K +11,182 New
Man Group
168
Man Group
United Kingdom
$257K +$237K +10,987 New
Franklin Resources
169
Franklin Resources
California
$245K +$22.7K +1,050 +11%
QCG
170
Quadrant Capital Group
Ohio
$241K +$713 +33 +0.3%
SPIA
171
Steward Partners Investment Advisory
New York
$240K +$223K +10,298 New
EVM
172
Eaton Vance Management
Massachusetts
$224K +$207K +9,600 New
LPL Financial
173
LPL Financial
California
$218K +$201K +9,318 New
SA
174
Shilanski & Associates
Alaska
$205K +$189K +8,766 New
Aberdeen Group
175
Aberdeen Group
United Kingdom
$203K +$187K +8,667 New

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.