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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bellecapital
Switzerland
$751K -$146K -5,731 -16%
AAM
152
Advisors Asset Management
Colorado
$701K -$245K -9,641 -25%
II
153
IFM Investors
Australia
$689K +$269K +10,561 +59%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$662K -$15.1K -595 -2%
RCG
155
Rock Creek Group
District of Columbia
$650K +$523K +20,542 +323%
BCI
156
Brinker Capital Investments
Pennsylvania
$642K +$418K +16,449 +162%
OPS
157
Orion Portfolio Solutions
Nebraska
$642K +$418K +16,449 +162%
CGH
158
Crossmark Global Holdings
Texas
$627K -$4.94K -194 -0.8%
DGAM
159
Desjardins Global Asset Management
Quebec, Canada
$621K +$19.1K +751 +3%
CIS
160
Capital International Sarl
California
$570K
UOC
161
UBS O'Connor
Illinois
$544K -$161K -6,310 -22%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$535K -$32.4K -1,273 -5%
DnB Asset Management
163
DnB Asset Management
Norway
$508K +$26.8K +1,054 +5%
AC
164
AXQ Capital
New Jersey
$503K +$529K +20,800 New
AT
165
AMF Tjänstepension
Sweden
$495K
SSA
166
Schonfeld Strategic Advisors
New York
$494K -$7.64M -300,215 -94%
Wells Fargo
167
Wells Fargo
California
$433K -$331 -13 -0.1%
WAM
168
Wolverine Asset Management
Illinois
$433K +$455K +17,900 New
YCM
169
Yousif Capital Management
Michigan
$420K
TWC
170
TD Waterhouse Canada
Ontario, Canada
$419K -$25.6K -1,007 -5%
BFM
171
Boothbay Fund Management
New York
$413K -$282K -11,100 -39%
DILIC
172
Dai-ichi Life Insurance Company
Japan
$386K -$88.5K -3,478 -18%
IIM
173
INTECH Investment Management
Florida
$377K -$48.2K -1,894 -11%
Squarepoint
174
Squarepoint
New York
$375K +$394K +15,503 New
CWP
175
Capital Wealth Planning
Florida
$349K +$368K +14,450 New

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.