We are live on ! Find out more
ZTO icon

ZTO Express

91 hedge funds and large institutions have $1.29B invested in ZTO Express in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

18% more capital invested

Capital invested by funds: $1.1B → $1.29B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.62% less ownership

Funds ownership: 17.29%13.67% (-3.6%)

11% less funds holding

Funds holding: 10291 (-11)

15% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $5.34M

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
31
Reduced
22
Closed
36
Calls
$4.54M
Puts
$5.34M
Net Calls
-$791K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$522M
Temasek Holdings
2
Temasek Holdings
Singapore
$159M
PCM
3
Prime Capital Management
Hong Kong
$87.2M +$86.2M +6,658,151 New
Neuberger Berman Group
4
Neuberger Berman Group
New York
$60M +$59.3M +4,580,703 New
DSA
5
Davis Selected Advisers
Arizona
$54.8M +$15.5M +1,200,132 +40%
Federated Hermes
6
Federated Hermes
Pennsylvania
$42.9M -$854K -66,000 -2%
TIM
7
Thornburg Investment Management
New Mexico
$36.6M -$23.7M -1,830,736 -40%
Morgan Stanley
8
Morgan Stanley
New York
$34.4M +$26.6M +2,052,111 +354%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$33.4M +$19.1M +1,476,814 +137%
Millennium Management
10
Millennium Management
New York
$31.7M +$17.5M +1,348,691 +126%
Lazard Asset Management
11
Lazard Asset Management
New York
$27.7M +$27.4M +2,118,282 New
FFM
12
Fullerton Fund Management
Singapore
$26.2M -$6.11M -472,116 -19%
TCIM
13
TIAA CREF Investment Management
New York
$20.1M +$9.16M +707,495 +85%
Tiger Global Management
14
Tiger Global Management
New York
$13M
AG
15
Artal Group
Luxembourg
$12.4M -$647K -50,000 -5%
TA
16
Teachers Advisors
New York
$10.9M +$10.7M +830,400 New
AG
17
AIA Group
Hong Kong
$10.8M +$10.7M +828,000 New
GH
18
GAM Holding
Switzerland
$9.73M +$1.5M +115,602 +18%
CG
19
Carmignac Gestion
France
$9.72M +$9.61M +742,680 New
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$7.73M +$6.74M +520,500 +744%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$7.2M
VAM
22
Vontobel Asset Management
New York
$5.29M +$283K +21,861 +6%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$5.18M +$3.65M +282,000 +247%
JCP
24
Jabre Capital Partners
Switzerland
$4.71M +$4.66M +360,000 New
BlackRock
25
BlackRock
New York
$4.37M +$4.32M +333,810 New

ZTO Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2017, worth a combined $1.29B — up 18% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 28 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was Prime Capital Management, opening a new position worth an estimated $86.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $43.9M sold.

  • 91 institutional investors held ZTO Express (ZTO) as of Q1 2017, down from 102 in Q4 2016.
  • Funds reported $1.29B of ZTO Express stock for Q1 2017, up 18% quarter-over-quarter.
  • 28 funds opened new ZTO Express positions in Q1 2017 and 36 closed out, a net change of -8 holders.
  • The largest ZTO Express buyer in Q1 2017 was Prime Capital Management, an estimated $86.2M added.
  • The largest ZTO Express seller in Q1 2017 was Zimmer Partners, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2017.