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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
AJO LP
Pennsylvania
$155K -$162K -7,486 -53%
HL
177
Harding Loevner
New Jersey
$145K +$135K +6,224 New
MF
178
Manchester Financial
California
$132K +$122K +5,650 New
HAM
179
Highstreet Asset Management
Ontario, Canada
$131K +$121K +5,600 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$106K +$25.9K +1,198 +36%
US Bancorp
181
US Bancorp
Minnesota
$105K +$2.9K +134 +3%
NIT
182
NumerixS Investment Technologies
British Columbia, Canada
$103K -$158K -7,300 -62%
AIG
183
American International Group
New York
$98K
AP
184
Americana Partners
Texas
$58K +$54K +2,500 New
HNB
185
Huntington National Bank
Ohio
$48K -$6.7K -310 -13%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$46K
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$44K +$41.1K +1,900 New
PI
188
PineBridge Investments
New York
$41K +$38.1K +1,764 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$37K +$13.9K +643 +68%
NSIM
190
North Star Investment Management
Illinois
$23K +$21.6K +1,000 New
APA
191
American Portfolios Advisors
New York
$21.7K
SFS
192
Sowell Financial Services
Arkansas
$19K +$17.8K +824 New
S
193
SignatureFD
Georgia
$17K +$10.2K +470 +190%
MMG
194
Monetary Management Group
Missouri
$16K
KFA
195
Krane Funds Advisors
New York
$16K +$15.1K +700 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$13K -$2.16K -100 -15%
GT
197
Glenmede Trust
Pennsylvania
$13K
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$12K +$346 +16 +3%
ASN
199
Advisory Services Network
Georgia
$11K +$2.12K +98 +28%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$10K

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.