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ZTO Express
ZTO

188 hedge funds and large institutions have $3.73B invested in ZTO Express in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 33

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

30% more capital invested

Capital invested by funds: $2.87B → $3.73B (+$855M)

21% more funds holding

Funds holding: 156 → 188 (+32)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.26% less ownership

Funds ownership: 31.21% → 25.95% (-5.3%)

46% less call options, than puts

Call options by funds: $9.66M | Put options by funds: $17.8M

Holders
188
Holders Change
+32
Holders Change %
+20.51%
% of All Funds
4.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
67
Increased
68
Reduced
40
Closed
33
Calls
$9.66M
Puts
$17.8M
Net Calls
-$8.16M
Net Calls Change
-$16.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$263M
2
State Street
State Street
Massachusetts
+$96.8M
3
WA
WFM Asia
British Virgin Islands
+$41.5M
4
TAA
TB Alternative Assets
Cayman Islands
+$35.5M
5
American Century Companies
American Century Companies
Missouri
+$30.8M

Top Sellers

1
WP
Warburg Pincus
New York
-$156M
2
PIM
Platinum Investment Management
Australia
-$51.7M
3
BAM
Brilliance Asset Management
Hong Kong
-$50.8M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$40M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Parallel Advisors
California
$15K +$5.35K +292 +53%
US Bancorp
177
US Bancorp
Minnesota
$13K +$13.2K +720 New
BFEC
178
Benjamin F. Edwards & Company
Missouri
$12K -$4.58K -250 -28%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.93K +324 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.37K +75 +17%
SMFS
181
Squar Milner Financial Services
California
$7K +$7.66K +418 New
WCM
182
WealthBridge Capital Management
Ohio
$5K -$37 -2 -0.8%
KBC Group
183
KBC Group
Belgium
$5K +$5.22K +285 New
NL
184
NVWM LLC
Pennsylvania
$1K – – –
PCG
185
Private Capital Group
Connecticut
$1K – – –
OTPPB
186
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$40M -2,528,900 Closed
WRF
187
Waddell & Reed Financial
Kansas
– -$18.2M -1,149,496 Closed
TAMH
188
Taikang Asset Management (HK)
Hong Kong
– -$14.9M -940,196 Closed
LP
189
LMR Partners
United Kingdom
– -$11.5M -727,480 Closed
WAM
190
WT Asset Management
Hong Kong
– -$7.56M -477,665 Closed
ECM
191
ExodusPoint Capital Management
New York
– -$6.33M -399,541 Closed
TEE
192
Tibra Equities Europe
United Kingdom
– -$3.8M -240,000 Closed
Robeco Institutional Asset Management
193
Robeco Institutional Asset Management
Netherlands
– -$3.44M -217,600 Closed
PCM
194
Penserra Capital Management
California
– -$3.13M -197,872 Closed
MS
195
Maven Securities
Jersey
– -$1.96M -125,000 Closed
LMIM
196
Lockheed Martin Investment Management
Maryland
– -$1.9M -120,000 Closed
SEC
197
Seven Eight Capital
New York
– -$1.89M -119,205 Closed
FFA
198
First Foundation Advisors
California
– -$1.41M -89,230 Closed
GAM
199
Greenwoods Asset Management
Cayman Islands
– -$1.28M -80,896 Closed
BCM
200
BlueCrest Capital Management
Jersey
– -$1.2M -75,800 Closed
5 6 7
8
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ZTO Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2019, worth a combined $3.73B — up 30% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZTO positions and 33 closed out — a net gain of 34 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Warburg Pincus, cutting an estimated $156M.

  • 188 institutional investors held ZTO Express (ZTO) as of Q1 2019, up from 156 in Q4 2018.
  • Funds reported $3.73B of ZTO Express stock for Q1 2019, up 30% quarter-over-quarter.
  • 67 funds opened new ZTO Express positions in Q1 2019 and 33 closed out, a net change of +34 holders.
  • The largest ZTO Express buyer in Q1 2019 was BlackRock, an estimated $263M added.
  • The largest ZTO Express seller in Q1 2019 was Warburg Pincus, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2019.