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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$343K -$3.32K -137 -1%
B
177
Bailard
California
$334K +$306K +12,622 New
VAS
178
Vestmark Advisory Solutions
Massachusetts
$332K +$12.9K +534 +4%
CI
179
Cavalier Investments
Georgia
$310K +$284K +11,700 New
MAM
180
Morse Asset Management
Connecticut
$310K +$284K +11,700 New
American Century Companies
181
American Century Companies
Missouri
$309K +$283K +11,675 New
Axa
182
Axa
France
$302K +$277K +11,421 New
QCG
183
Quadrant Capital Group
Ohio
$293K +$15.1K +624 +6%
ONB
184
Old National Bancorp
Indiana
$283K -$68.7K -2,834 -21%
SRAM
185
Stone Ridge Asset Management
New York
$281K +$257K +10,600 New
FRM
186
Fox Run Management
Connecticut
$281K +$257K +10,609 New
QC
187
Quadrature Capital
United Kingdom
$280K +$257K +10,589 New
AWM
188
Altium Wealth Management
New York
$264K +$242K +9,965 New
GCP
189
GSA Capital Partners
United Kingdom
$261K +$239K +9,850 New
Wolverine Trading
190
Wolverine Trading
Illinois
$260K -$189K -7,791 -44%
SPIA
191
Steward Partners Investment Advisory
New York
$252K -$18.8K -775 -8%
SA
192
Shilanski & Associates
Alaska
$236K +$3.78K +156 +2%
VPIM
193
Vanguard Personalized Indexing Management
California
$234K +$214K +8,838 New
Neuberger Berman Group
194
Neuberger Berman Group
New York
$230K -$21.5M -885,365 -99%
NIT
195
NumerixS Investment Technologies
British Columbia, Canada
$230K +$104K +4,300 +98%
FG
196
Formula Growth
Quebec, Canada
$230K +$211K +8,700 New
APA
197
American Portfolios Advisors
New York
$219K +$178K +7,354 +792%
LNWWM
198
Laird Norton Wetherby Wealth Management
California
$218K +$199K +8,228 New
PCS
199
Personal CFO Solutions
New Jersey
$212K +$194K +7,988 New
RIM
200
Redpoint Investment Management
Australia
$201K +$184K +7,586 New

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.