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ZTO Express
ZTO

228 hedge funds and large institutions have $4.92B invested in ZTO Express in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $163M | Put options by funds: $109M

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

2% less funds holding

Funds holding: 232 → 228 (-4)

2.86% less ownership

Funds ownership: 41.63% → 38.77% (-2.9%)

8% less capital invested

Capital invested by funds: $5.37B → $4.92B (-$447M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
27
Increased
85
Reduced
90
Closed
30
Calls
$163M
Puts
$109M
Net Calls
+$53.7M
Net Calls Change
+$52.6M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$191M
2
Pzena Investment Management
Pzena Investment Management
New York
+$91.7M
3
PIM
Platinum Investment Management
Australia
+$60.1M
4
AMH
Aspex Management (HK)
Hong Kong
+$58.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$183M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$110M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$101M
4
GCCM
Green Court Capital Management
Hong Kong
-$83.1M
5
BlackRock
BlackRock
New York
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
151
VOYA Investment Management
Georgia
$498K -$253K -13,236 -36%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$482K -$66.9K -3,495 -13%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$477K +$429K +22,422 +6,228%
MG
154
Marex Group
$443K -$36.7K -1,918 -8%
AT
155
AMF Tjänstepension
Sweden
$429K – – –
Creative Planning
156
Creative Planning
Kansas
$396K +$4.32K +226 +1%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$376K -$13.8K -722 -4%
Wells Fargo
158
Wells Fargo
California
$370K +$13.7K +714 +4%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$369K -$3.23K -169 -1%
YCM
160
Yousif Capital Management
Michigan
$364K – – –
CM
161
Caption Management
Oklahoma
$350K +$89.9K +4,700 +39%
BCM
162
Barometer Capital Management
Ontario, Canada
$332K +$190K +9,914 +168%
EI
163
Ethic Inc
New York
$314K +$77.5K +4,052 +37%
Capstone Investment Advisors
164
Capstone Investment Advisors
New York
$309K +$282K +14,760 New
IIM
165
INTECH Investment Management
Florida
$301K -$30.3K -1,584 -10%
Stifel Financial
166
Stifel Financial
Missouri
$299K +$40.4K +2,109 +17%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$279K +$49.2K +2,574 +24%
DI
168
DUMAC Inc
North Carolina
$266K – – –
B
169
Bellecapital
Switzerland
$258K -$80.5K -4,210 -25%
QCM
170
Quantinno Capital Management
New York
$256K +$234K +12,211 New
HT
171
Headlands Technologies
Illinois
$247K -$217K -11,321 -49%
GC
172
Guggenheim Capital
Illinois
$244K -$90.4K -4,723 -29%
Axa
173
Axa
France
$241K – – –
TSS
174
Two Sigma Securities
New York
$239K -$457K -23,865 -68%
SCM
175
Segantii Capital Management
Hong Kong
$235K +$214K +11,200 New
5 6
7
8 9

ZTO Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2024, worth a combined $4.92B — down 8.3% from $5.37B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ZTO and 27 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 85 added.

The largest buyer was Harding Loevner, adding an estimated $191M. The largest seller was Invesco, cutting an estimated $183M.

  • 228 institutional investors held ZTO Express (ZTO) as of Q1 2024, down from 232 in Q4 2023.
  • Funds reported $4.92B of ZTO Express stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 27 funds opened new ZTO Express positions in Q1 2024 and 30 closed out, a net change of -3 holders.
  • The largest ZTO Express buyer in Q1 2024 was Harding Loevner, an estimated $191M added.
  • The largest ZTO Express seller in Q1 2024 was Invesco, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2024.