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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
176
T. Rowe Price Associates
Maryland
$349K
PCM
177
Penserra Capital Management
California
$349K +$181K +7,099 +97%
Marshall Wace
178
Marshall Wace
United Kingdom
$347K -$14.2M -558,424 -97%
API
179
Advisor Partners II
California
$344K +$362K +14,235 New
DI
180
DUMAC Inc
North Carolina
$307K
GC
181
Guggenheim Capital
Illinois
$299K -$15.7K -618 -5%
HCA
182
Harbour Capital Advisors
Virginia
$294K +$310K +12,167 New
EI
183
Ethic Inc
New York
$293K +$69.4K +2,728 +29%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$292K +$72.8K +2,862 +31%
Creative Planning
185
Creative Planning
Kansas
$278K -$59.8K -2,350 -17%
Stifel Financial
186
Stifel Financial
Missouri
$262K +$1.37K +54 +0.5%
VPIM
187
Vanguard Personalized Indexing Management
California
$261K +$274K +10,785 New
PI
188
PEAK6 Investments
Illinois
$260K +$274K +10,771 New
PAM
189
Panagora Asset Management
Massachusetts
$257K
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
$254K +$22.2K +872 +9%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$245K +$258K +10,143 New
FTDI
192
First Trust Direct Indexing
Massachusetts
$241K -$40.1K -1,576 -14%
QCG
193
Quadrant Capital Group
Ohio
$230K +$71.6K +2,815 +42%
FCI
194
Financial Counselors Inc
Kansas
$229K -$9.21K -362 -4%
QCM
195
Quantinno Capital Management
New York
$228K +$240K +9,429 New
GS
196
GTS Securities
New York
$224K -$71.2K -2,799 -23%
Cerity Partners
197
Cerity Partners
New York
$218K -$35.3K -1,386 -13%
CIM
198
Confluence Investment Management
Missouri
$215K -$45.9K -1,805 -17%
HC
199
Henshaw Capital
Massachusetts
$209K -$14.4K -567 -6%
RJA
200
Raymond James & Associates
Florida
$207K -$560 -22 -0.3%

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.