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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
201
New York State Common Retirement Fund
New York
$30.5K -$7.7M -351,991 -100%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$29K +$6.86K +314 +29%
LC
203
Lindbrook Capital
California
$24.1K +$743 +34 +3%
VanEck Associates
204
VanEck Associates
New York
$24K
UB
205
UMB Bank
Missouri
$23.4K +$24.7K +1,129 New
Osaic Holdings
206
Osaic Holdings
Arizona
$21.1K +$11.5K +528 +108%
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$21K -$306 -14 -1%
CFD
208
Creative Financial Designs
Indiana
$20.8K
NSIM
209
North Star Investment Management
Illinois
$20.8K
EWA
210
EverSource Wealth Advisors
Alabama
$20.4K +$3.56K +163 +18%
Optiver Holding
211
Optiver Holding
Netherlands
$19.7K +$20.8K +951 New
BTI
212
Blue Trust Inc
Georgia
$15.6K +$13.4K +614 +476%
SAM
213
Smartleaf Asset Management
Massachusetts
$13.8K +$14.4K +660 New
CFGS
214
Concourse Financial Group Securities
Alabama
$11.2K +$11.8K +538 New
POIA
215
Pin Oak Investment Advisors
Texas
$11K +$11.7K +533 New
RCG
216
Rock Creek Group
District of Columbia
$10.3K -$5.99K -274 -36%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$7.74K +$8.39K +384 New
FFA
218
Farther Finance Advisors
California
$7.4K +$2.06K +94 +36%
SWM
219
Spire Wealth Management
Virginia
$7.26K +$7.65K +350 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$7K -$11.3K -515 -61%
BAM
221
Byrne Asset Management
New Jersey
$6.57K
FCA
222
FinTrust Capital Advisors
South Carolina
$5.6K +$5.9K +270 New
W
223
WealthCollab
Washington
$5.38K
LI
224
LRI Investments
Florida
$5.08K +$5.36K +245 New
WTA
225
Washington Trust Advisors
Massachusetts
$5.04K +$5.31K +243 New

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.