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ZTO Express
ZTO

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208 → 248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

0.4% more ownership

Funds ownership: 34.71% → 35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$129M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.8M
3
Lazard Asset Management
Lazard Asset Management
New York
+$45.8M
4
TPC
Tiger Pacific Capital
New York
+$39M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$36.4M

Top Sellers

1
WP
Warburg Pincus
New York
-$218M
2
OCM
OLP Capital Management
Hong Kong
-$211M
3
Invesco
Invesco
Georgia
-$90.3M
4
PIM
Platinum Investment Management
Australia
-$28.7M
5
Citigroup
Citigroup
New York
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$413K +$437K +14,646 New
GC
177
Guggenheim Capital
Illinois
$410K -$7.82K -262 -2%
DnB Asset Management
178
DnB Asset Management
Norway
$406K -$18.4K -618 -4%
WFI
179
West Family Investments
California
$405K -$338K -11,310 -44%
Allianz Asset Management
180
Allianz Asset Management
Germany
$398K +$421K +14,100 New
PCM
181
Prelude Capital Management
New York
$389K +$412K +13,800 New
CIM
182
Confluence Investment Management
Missouri
$387K -$44K -1,474 -10%
DI
183
DUMAC Inc
North Carolina
$358K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$356K -$130K -4,365 -26%
YIH
185
Y-Intercept (HK)
Hong Kong
$350K +$370K +12,408 New
Stifel Financial
186
Stifel Financial
Missouri
$324K +$8.09K +271 +2%
IUHSA
187
Itau Unibanco Holding S.A.
Brazil
$322K +$340K +11,400 New
PI
188
PEAK6 Investments
Illinois
$320K +$291K +9,736 +608%
RIM
189
Redpoint Investment Management
Australia
$306K – – –
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$290K +$20K +669 +7%
EWM
191
Elite Wealth Management
Washington
$286K -$27.6K -924 -8%
FCI
192
Financial Counselors Inc
Kansas
$281K – – –
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$275K +$291K +9,756 New
DILIC
194
Dai-ichi Life Insurance Company
Japan
$272K -$28.7K -961 -9%
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$268K +$284K +9,512 New
ONB
196
Old National Bancorp
Indiana
$260K +$1.91K +64 +0.7%
VF
197
Virtu Financial
New York
$255K +$270K +9,038 New
VPIM
198
Vanguard Personalized Indexing Management
California
$254K +$39.9K +1,336 +17%
SEI Investments
199
SEI Investments
Pennsylvania
$252K +$244K +8,189 New
US Bancorp
200
US Bancorp
Minnesota
$248K +$627 +21 +0.2%
6 7
8
9 10

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.