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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SBF
176
Sara-Bay Financial
Florida
$254K -$6.88M -210,887 -96%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$254K -$750K -22,978 -73%
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$249K +$2.25K +69 +0.8%
YMRC
179
Yorktown Management & Research Company
Virginia
$239K +$268K +8,200 New
CI
180
Cigna Investments
Connecticut
$221K
AII
181
AGF Investments Inc
Ontario, Canada
$156K
S
182
SignatureFD
Georgia
$128K +$14.9K +456 +12%
MF
183
Manchester Financial
California
$117K
CCM
184
Causeway Capital Management
California
$114K +$127K +3,900 New
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$99K +$13.1K +400 +13%
Osaic Holdings
186
Osaic Holdings
Arizona
$91K -$334K -10,246 -77%
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$85K -$134K -4,100 -59%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$74K +$4.6K +141 +6%
KFA
189
Krane Funds Advisors
New York
$72K +$63.2K +1,936 +371%
EVM
190
Eaton Vance Management
Massachusetts
$68K -$211K -6,457 -73%
QCG
191
Quadrant Capital Group
Ohio
$68K +$40.7K +1,246 +116%
ED
192
Exane Derivatives
France
$67.5K +$457 +14 +0.6%
CM
193
Caption Management
Oklahoma
$58K -$2.82M -86,521 -98%
AIC
194
Ameritas Investment Company
Nebraska
$49.7K +$55.7K +1,706 New
PA
195
Parallel Advisors
California
$46K +$13.4K +409 +35%
HNB
196
Huntington National Bank
Ohio
$46K +$18.2K +558 +55%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$39K -$2.45K -75 -5%
CFD
198
Creative Financial Designs
Indiana
$38K
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$35K
PI
200
PineBridge Investments
New York
$33K -$16.3K -500 -30%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.