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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
151
VOYA Investment Management
Georgia
$492K -$2.45K -112 -0.5%
VFO
152
Virtus Family Office
Texas
$472K +$497K +22,725 New
BS
153
Banco Santander
Spain
$467K +$492K +22,503 New
QI
154
Qtron Investments
Massachusetts
$462K -$817K -37,358 -63%
Nomura Holdings
155
Nomura Holdings
Japan
$457K -$282K -12,879 -37%
CGH
156
Crossmark Global Holdings
Texas
$444K -$67.5K -3,086 -13%
Group One Trading
157
Group One Trading
Illinois
$417K -$910K -41,607 -67%
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$390K +$17.8K +816 +5%
QCM
159
Quantinno Capital Management
New York
$385K +$138K +6,322 +52%
Cerity Partners
160
Cerity Partners
New York
$378K +$399K +18,239 New
HI
161
HBK Investments
Texas
$374K +$394K +18,019 New
EI
162
Ethic Inc
New York
$366K +$58.3K +2,666 +18%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$355K +$134K +6,148 +56%
YCM
164
Yousif Capital Management
Michigan
$351K -$10.8K -495 -3%
AI
165
Atria Investments
North Carolina
$337K +$355K +16,229 New
TWC
166
TD Waterhouse Canada
Ontario, Canada
$332K -$15.8K -725 -4%
Wells Fargo
167
Wells Fargo
California
$318K -$51K -2,335 -13%
MG
168
Marex Group
$315K -$131K -5,981 -28%
BCI
169
Brinker Capital Investments
Pennsylvania
$314K +$331K +15,145 New
OPS
170
Orion Portfolio Solutions
Nebraska
$314K +$331K +15,145 New
RFC
171
Regions Financial Corp
Alabama
$302K +$318K +14,551 New
IIM
172
INTECH Investment Management
Florida
$299K
MGWM
173
Marks Group Wealth Management
Minnesota
$292K +$308K +14,089 New
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$271K +$285K +13,043 New
OWA
175
One Wealth Advisors
California
$261K +$288K +13,184 New

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.