We are live on ! Find out more
ZTO icon

ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$317K +$84K +2,635 +44%
PCS
202
Personal CFO Solutions
New Jersey
$312K +$16.7K +523 +7%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$312K +$271K +8,490 New
APA
204
American Portfolios Advisors
New York
$307K +$2.23K +70 +0.8%
RhumbLine Advisers
205
RhumbLine Advisers
Massachusetts
$306K +$266K +8,337 New
TC
206
TownSquare Capital
Utah
$304K -$139K -4,348 -35%
EVM
207
Eaton Vance Management
Massachusetts
$303K +$263K +8,244 New
CI
208
Cigna Investments
Connecticut
$298K +$259K +8,127 New
RIM
209
Redpoint Investment Management
Australia
$278K
CG
210
Caprock Group
Idaho
$268K +$233K +7,301 New
WI
211
WrapManager Inc
California
$261K +$227K +7,108 New
Verition Fund Management
212
Verition Fund Management
Connecticut
$259K +$225K +7,068 New
IFG
213
Independent Financial Group
California
$259K +$225K +7,043 New
AL
214
AJO LP
Pennsylvania
$253K +$32.3K +1,013 +17%
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$250K +$99K +3,104 +84%
GT
216
Greenleaf Trust
Michigan
$241K +$209K +6,560 New
EGM
217
Engineers Gate Manager
New York
$233K +$202K +6,350 New
NA
218
NewEdge Advisors
Louisiana
$222K +$193K +6,051 New
DCM
219
Driehaus Capital Management
Illinois
$220K -$19.3M -604,354 -99%
SEC
220
Seven Eight Capital
New York
$217K +$188K +5,900 New
Creative Planning
221
Creative Planning
Kansas
$212K +$184K +5,772 New
MOS
222
MGO One Seven
Ohio
$206K +$179K +5,602 New
AII
223
AGF Investments Inc
Ontario, Canada
$196K
MF
224
Manchester Financial
California
$171K -$31.9K -1,000 -18%
AIG
225
American International Group
New York
$167K

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.