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ZTO Express

188 hedge funds and large institutions have $3.73B invested in ZTO Express in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 33

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

30% more capital invested

Capital invested by funds: $2.87B → $3.73B (+$855M)

21% more funds holding

Funds holding: 156188 (+32)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5.26% less ownership

Funds ownership: 31.21%25.95% (-5.3%)

46% less call options, than puts

Call options by funds: $9.66M | Put options by funds: $17.8M

Holders
188
Holders Change
+32
Holders Change %
+20.51%
% of All Funds
4.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
67
Increased
68
Reduced
40
Closed
33
Calls
$9.66M
Puts
$17.8M
Net Calls
-$8.16M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
201
Altrinsic Global Advisors
Connecticut
-$682K -43,093 Closed
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
-$643K -40,600 Closed
FRM
203
Fox Run Management
Connecticut
-$294K -18,564 Closed
Wolverine Trading
204
Wolverine Trading
Illinois
-$321K -17,548 Closed
PM
205
Parametrica Management
Hong Kong
-$261K -16,460 Closed
Squarepoint
206
Squarepoint
New York
-$249K -15,757 Closed
GCP
207
GSA Capital Partners
United Kingdom
-$225K -14,200 Closed
PCM
208
Prelude Capital Management
New York
-$198K -12,500 Closed
DCP
209
DSM Capital Partners
Florida
-$195K -12,295 Closed
EWM
210
Elite Wealth Management
Washington
-$178K -11,255 Closed
MWNA
211
Marshall Wace North America
New York
-$124K -7,817 Closed
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
-$41K -2,590 Closed
CA
213
Claro Advisors
Massachusetts
-$31K -1,900 Closed
MOS
214
MGO One Seven
Ohio
-$24K -1,543 Closed
IA
215
IFP Advisors
Florida
-$15K -920 Closed
TRCT
216
Tower Research Capital (TRC)
New York
-$6K -350 Closed
RFA
217
Reilly Financial Advisors
California
-$4K -275 Closed
AIC
218
Ameritas Investment Company
Nebraska
-$1K -61 Closed
Toronto Dominion Bank
219
Toronto Dominion Bank
Ontario, Canada
+$348 +19 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
+$421 +23 New

ZTO Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2019, worth a combined $3.73B — up 30% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZTO positions and 33 closed out — a net gain of 34 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Warburg Pincus, cutting an estimated $156M.

  • 188 institutional investors held ZTO Express (ZTO) as of Q1 2019, up from 156 in Q4 2018.
  • Funds reported $3.73B of ZTO Express stock for Q1 2019, up 30% quarter-over-quarter.
  • 67 funds opened new ZTO Express positions in Q1 2019 and 33 closed out, a net change of +34 holders.
  • The largest ZTO Express buyer in Q1 2019 was BlackRock, an estimated $263M added.
  • The largest ZTO Express seller in Q1 2019 was Warburg Pincus, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2019.