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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantbot Technologies
New York
$178K -$168K -6,919 -51%
FC
202
FORA Capital
Florida
$166K -$178K -7,331 -54%
US Bancorp
203
US Bancorp
Minnesota
$159K +$35.6K +1,468 +32%
AL
204
AJO LP
Pennsylvania
$156K -$18.9K -780 -12%
MF
205
Manchester Financial
California
$150K
AII
206
AGF Investments Inc
Ontario, Canada
$142K +$130K +5,345 New
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$122K +$112K +4,605 New
AWM
208
Atticus Wealth Management
Florida
$122K +$112K +4,607 New
AIG
209
American International Group
New York
$121K +$8.65K +357 +9%
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$98K +$43.6K +1,800 +95%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$2.79K +115 +6%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$52K +$9.31K +384 +24%
PI
213
PineBridge Investments
New York
$47K
HNB
214
Huntington National Bank
Ohio
$46K -$7.47K -308 -15%
CG
215
Cutler Group
California
$45K +$41.2K +1,700 New
MWNA
216
Marshall Wace North America
New York
$39K +$36K +1,486 New
S
217
SignatureFD
Georgia
$37K +$16.2K +667 +93%
NSIM
218
North Star Investment Management
Illinois
$26K
TRCT
219
Tower Research Capital (TRC)
New York
$26K +$23.9K +985 New
IFAM
220
Institutional & Family Asset Management
Colorado
$26K +$24.2K +1,000 New
KFA
221
Krane Funds Advisors
New York
$21K +$1.94K +80 +11%
MMG
222
Monetary Management Group
Missouri
$19K
PA
223
Parallel Advisors
California
$17K +$7.3K +301 +88%
LC
224
Lindbrook Capital
California
$16K +$12.4K +511 +555%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$15K

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.