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ZTO Express

239 hedge funds and large institutions have $6.59B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.47% more ownership

Funds ownership: 41%42.48% (+1.5%)

3% more capital invested

Capital invested by funds: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+1)

12% less call options, than puts

Call options by funds: $193M | Put options by funds: $219M

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
201
Cigna Investments
Connecticut
$206K +$217K +8,516 New
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$190K -$3.36M -132,084 -94%
S
203
SignatureFD
Georgia
$142K +$22.2K +872 +17%
AIG
204
American International Group
New York
$134K
HI
205
Handelsinvest Investeringsforvaltning
Denmark
$131K -$375K -14,726 -73%
US Bancorp
206
US Bancorp
Minnesota
$107K -$21.5K -845 -16%
USGIU
207
U.S. Global Investors (USGI)
Texas
$106K -$213K -8,377 -66%
CG
208
Cutler Group
California
$105K +$112K +4,384 New
JWM
209
Janiczek Wealth Management
Colorado
$86.1K +$23.1K +909 +34%
SAM
210
Shell Asset Management
Netherlands
$78K
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$72K -$16.8K -660 -18%
TRCT
212
Tower Research Capital (TRC)
New York
$60.1K -$137K -5,400 -68%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$57.4K +$2.54K +100 +4%
PA
214
Parallel Advisors
California
$50K +$13.5K +532 +35%
HNB
215
Huntington National Bank
Ohio
$44.8K -$7.12K -280 -13%
Osaic Holdings
216
Osaic Holdings
Arizona
$39.9K -$7.17K -282 -15%
CFD
217
Creative Financial Designs
Indiana
$24.2K -$5.47K -215 -18%
NSIM
218
North Star Investment Management
Illinois
$24.2K
VanEck Associates
219
VanEck Associates
New York
$17K -$295K -11,599 -94%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$15K +$1.75K +69 +12%
LC
221
Lindbrook Capital
California
$10.8K -$2.24K -88 -16%
BTI
222
Blue Trust Inc
Georgia
$9K +$4.81K +189 +120%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.7K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$8.39K +$8.83K +347 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$5K

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
  • The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.

Based on aggregated 13F filings for Q3 2023.