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ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$940K +$13.4K +450 +1%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$907K +$959K +32,134 New
GCP
153
GSA Capital Partners
United Kingdom
$893K +$698K +23,393 +283%
Two Sigma Investments
154
Two Sigma Investments
New York
$889K +$941K +31,516 New
Two Sigma Advisers
155
Two Sigma Advisers
New York
$880K +$931K +31,200 New
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$855K +$904K +30,288 New
HI
157
Handelsinvest Investeringsforvaltning
Denmark
$847K -$299K -10,000 -25%
AllianceBernstein
158
AllianceBernstein
Tennessee
$814K +$861K +28,855 New
AII
159
AGF Investments Inc
Ontario, Canada
$805K -$67.6K -2,266 -7%
QC
160
Quadrature Capital
United Kingdom
$761K +$805K +26,965 New
Ameriprise
161
Ameriprise
Minnesota
$758K +$3.88K +130 +0.5%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$733K +$103K +3,449 +15%
California State Teachers Retirement System (CalSTRS)
163
California State Teachers Retirement System (CalSTRS)
California
$724K +$343K +11,502 +81%
DACS
164
Dymon Asia Capital (Singapore)
Singapore
$718K -$229K -7,669 -23%
First Trust Advisors
165
First Trust Advisors
Illinois
$693K -$205K -6,873 -22%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$641K -$105K -3,501 -13%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$626K +$22.3K +746 +3%
CGH
168
Crossmark Global Holdings
Texas
$593K +$98.2K +3,290 +19%
SCM
169
Somerset Capital Management
United Kingdom
$545K +$576K +19,300 New
Comerica Bank
170
Comerica Bank
Texas
$517K -$1.26M -42,209 -71%
YCM
171
Yousif Capital Management
Michigan
$494K +$522K +17,504 New
EI
172
Ethic Inc
New York
$467K +$201K +6,748 +69%
Wolverine Trading
173
Wolverine Trading
Illinois
$466K +$497K +16,664 New
Wells Fargo
174
Wells Fargo
California
$448K -$39.8K -1,333 -8%
SM
175
SG3 Management
Puerto Rico
$423K +$149K +5,000 +50%

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.