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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bellecapital
Switzerland
$256K
QCG
177
Quadrant Capital Group
Ohio
$254K +$72.4K +3,311 +37%
Squarepoint
178
Squarepoint
New York
$239K -$16.7M -762,162 -99%
GCP
179
GSA Capital Partners
United Kingdom
$232K -$344K -15,725 -58%
SO
180
STRS Ohio
Ohio
$224K
AAM
181
Advisors Asset Management
Colorado
$223K -$66 -3 -0%
PAM
182
Panagora Asset Management
Massachusetts
$221K
SIA
183
Schechter Investment Advisors
Michigan
$213K +$225K +10,285 New
Prudential Financial
184
Prudential Financial
New Jersey
$211K +$222K +10,146 New
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$205K +$216K +9,884 New
USGIU
186
U.S. Global Investors (USGI)
Texas
$205K +$3.76K +172 +2%
FCI
187
Financial Counselors Inc
Kansas
$200K -$372 -17 -0.2%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$190K +$158K +7,233 +373%
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$182K -$41K -1,875 -18%
MFG
190
Mendota Financial Group
Wisconsin
$167K +$176K +8,057 New
BCM
191
Barometer Capital Management
Ontario, Canada
$127K -$212K -9,700 -61%
CF
192
Corebridge Financial
Texas
$115K +$121K +5,548 New
S
193
SignatureFD
Georgia
$91.8K -$1.49K -68 -2%
TPCW
194
TD Private Client Wealth
New York
$78K +$82.2K +3,761 New
JWM
195
Janiczek Wealth Management
Colorado
$63K -$6.41K -293 -9%
PA
196
Parallel Advisors
California
$54.2K -$3.5K -160 -6%
FHA
197
First Horizon Advisors
Tennessee
$45K +$47.4K +2,168 New
AWM
198
Avior Wealth Management
Nebraska
$35.4K -$37.7K -1,725 -50%
LSA
199
Leonteq Securities AG
Switzerland
$32.3K +$34K +1,555 New
HNB
200
Huntington National Bank
Ohio
$30.7K -$1.95K -89 -6%

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.