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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
151
CIBC World Market
Ontario, Canada
$629K +$575K +23,742 New
PAM
152
Panagora Asset Management
Massachusetts
$624K +$142K +5,861 +33%
AllianceBernstein
153
AllianceBernstein
Tennessee
$611K -$42.9K -1,769 -7%
B
154
Bellecapital
Switzerland
$581K -$731K -30,155 -58%
SEI Investments
155
SEI Investments
Pennsylvania
$578K -$43.3K -1,786 -8%
CGH
156
Crossmark Global Holdings
Texas
$578K +$102K +4,220 +24%
AIM
157
Aigen Investment Management
New York
$562K +$514K +21,210 +1,060,500%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$553K +$43K +1,776 +9%
Squarepoint
159
Squarepoint
New York
$549K -$567K -23,404 -53%
SLI
160
Sumitomo Life Insurance
Japan
$543K +$33.9K +1,400 +7%
NA
161
Navellier & Associates
Nevada
$529K +$484K +19,982 New
ACI
162
AMP Capital Investors
Australia
$525K -$200K -8,231 -29%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$498K +$456K +18,816 New
QI
164
QS Investors
New York
$464K
Ameriprise
165
Ameriprise
Minnesota
$444K -$111K -4,595 -22%
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$438K +$401K +16,546 New
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$414K -$11.6K -479 -3%
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
$406K -$29.3K -1,207 -7%
FCI
169
Financial Counselors Inc
Kansas
$403K -$1.28K -53 -0.3%
BRWA
170
B. Riley Wealth Advisors
Florida
$388K +$355K +14,652 New
Franklin Resources
171
Franklin Resources
California
$383K +$95.6K +3,945 +38%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$379K +$28.1K +1,159 +8%
VC
173
Veracity Capital
Georgia
$366K +$60.6K +2,500 +22%
TC
174
TownSquare Capital
Utah
$357K -$81.2K -3,350 -21%
VFA
175
Voya Financial Advisors
Connecticut
$345K +$42.4K +1,748 +15%

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.