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ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$243K -$26.1K -874 -9%
TRCT
202
Tower Research Capital (TRC)
New York
$242K +$256K +8,573 New
MPM
203
MBB Public Markets
Illinois
$234K +$248K +8,295 New
National Pension Service
204
National Pension Service
South Korea
$225K +$238K +7,968 New
CI
205
Cigna Investments
Connecticut
$214K -$13.5K -451 -6%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$204K +$217K +7,261 New
S
207
SignatureFD
Georgia
$166K -$32.5K -1,090 -16%
AIG
208
American International Group
New York
$157K
QCG
209
Quadrant Capital Group
Ohio
$141K +$27.9K +936 +23%
Royal London Asset Management
210
Royal London Asset Management
United Kingdom
$134K -$638K -21,373 -82%
Point72 Asset Management
211
Point72 Asset Management
Connecticut
$127K +$134K +4,500 New
CG
212
Cutler Group
California
$107K +$108K +3,633 +2,243%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$96K
JWM
214
Janiczek Wealth Management
Colorado
$85K +$18K +603 +25%
Osaic Holdings
215
Osaic Holdings
Arizona
$84K +$11K +369 +14%
KFA
216
Krane Funds Advisors
New York
$75K -$5.64K -189 -7%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$73K +$806 +27 +1%
PA
218
Parallel Advisors
California
$68K +$6.48K +217 +10%
New York State Common Retirement Fund
219
New York State Common Retirement Fund
New York
$64K
Schroder Investment Management Group
220
Schroder Investment Management Group
United Kingdom
$53K -$508K -17,029 -90%
HNB
221
Huntington National Bank
Ohio
$51K -$1.16K -39 -2%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$269 +9 +0.7%
CFD
223
Creative Financial Designs
Indiana
$37K
FPS
224
Fieldpoint Private Securities
Connecticut
$33K +$20K +670 +134%
NSIM
225
North Star Investment Management
Illinois
$28K

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.