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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$8K +$5.96K +276 +418%
VEA
202
Virtus ETF Advisers
New York
$4K -$1.51K -70 -29%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$4K
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.11K +144 +480%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$4K +$4K +185 New
SF
206
Synovus Financial
Georgia
$3K
TI
207
tru Independence
Oregon
$3K +$2.16K +100 New
FHA
208
Flagship Harbor Advisors
Massachusetts
$2K
LC
209
Lindbrook Capital
California
$2K
JWA
210
JFS Wealth Advisors
Pennsylvania
$2K +$2.14K +99 New
SIC
211
Samalin Investment Counsel
New York
$2K +$2.16K +100 New
BCA
212
Berman Capital Advisors
Georgia
$1K
PCG
213
Private Capital Group
Connecticut
$1K
Tiger Global Management
214
Tiger Global Management
New York
-$21.2M -994,400 Closed
Canada Life
215
Canada Life
Manitoba, Canada
-$5.33M -249,956 Closed
PHK
216
Point72 Hong Kong
Hong Kong
-$4.27M -200,011 Closed
Allianz Asset Management
217
Allianz Asset Management
Germany
-$1.72M -80,797 Closed
QC
218
Quadrature Capital
United Kingdom
-$1.66M -77,657 Closed
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
-$1.53M -71,657 Closed
JG
220
Jefferies Group
New York
-$1.01M -47,185 Closed
PP
221
Paloma Partners
Connecticut
-$771K -36,139 Closed
EGM
222
Engineers Gate Manager
New York
-$642K -30,090 Closed
SEC
223
Seven Eight Capital
New York
-$500K -23,436 Closed
LCM
224
Laurion Capital Management
New York
-$360K -16,669 Closed
SPM
225
Symmetry Peak Management
Pennsylvania
-$324K -15,000 Closed

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.