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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Redhawk Wealth Advisors
Minnesota
$538K +$467K +14,651 New
Royal London Asset Management
177
Royal London Asset Management
United Kingdom
$537K -$49.5K -1,553 -10%
VFA
178
Voya Financial Advisors
Connecticut
$522K +$21.7K +681 +5%
Ameriprise
179
Ameriprise
Minnesota
$521K -$82.2K -2,579 -15%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$520K -$215K -6,745 -32%
AIP
181
Almanack Investment Partners
Pennsylvania
$520K +$451K +14,161 New
FCI
182
Financial Counselors Inc
Kansas
$482K -$66.6K -2,090 -14%
AIM
183
Aigen Investment Management
New York
$473K -$265K -8,323 -39%
B
184
Bailard
California
$463K
BRWA
185
B. Riley Wealth Advisors
Florida
$458K -$69.9K -2,192 -15%
BCV
186
Banque Cantonale Vaudoise
Switzerland
$458K +$398K +12,471 New
Acadian Asset Management
187
Acadian Asset Management
Massachusetts
$455K -$132K -4,149 -25%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$451K -$8.19K -257 -2%
AWM
189
Altium Wealth Management
New York
$449K +$72.1K +2,262 +23%
Millennium Management
190
Millennium Management
New York
$443K -$10.7M -336,937 -97%
Victory Capital Management
191
Victory Capital Management
Texas
$443K +$385K +12,072 New
CI
192
Cavalier Investments
Georgia
$430K
LPL Financial
193
LPL Financial
California
$410K +$356K +11,157 New
Public Sector Pension Investment Board (PSP Investments)
194
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$408K +$355K +11,122 New
TF
195
Trek Financial
Arizona
$391K +$340K +10,657 New
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$390K +$76.4K +2,395 +29%
Axa
197
Axa
France
$383K -$31.9K -1,000 -9%
ONB
198
Old National Bancorp
Indiana
$351K -$36K -1,130 -11%
NA
199
Navellier & Associates
Nevada
$339K -$343K -10,754 -54%
SA
200
Shilanski & Associates
Alaska
$324K -$3.32K -104 -1%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.