ZTO Express
110 hedge funds and large institutions have $2.16B invested in ZTO Express in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 25 closing their positions.
40% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $8.78M
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
0.55% less ownership
Funds ownership: 28.93% → 28.38% (-0.55%)
2% less funds holding
Funds holding: 112 → 110 (-2)
7% less capital invested
Capital invested by funds: $2.33B → $2.16B (-$167M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$49.4M |
| 2 |
Morgan Stanley
New York
|
+$47.8M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$34.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$136M |
| 2 |
Lazard Asset Management
New York
|
-$55.2M |
| 3 |
Millennium Management
New York
|
-$34.6M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$19.3M |
| 5 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
-$17.6M |
ZTO Hedge Fund Activity: Q1 2018 in Review
110 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2018, worth a combined $2.16B — down 7.2% from $2.33B a quarter earlier.
Fund positioning in ZTO was balanced in Q1 2018: 25 funds opened new positions, 25 closed out, 42 added to existing stakes and 35 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $49.4M. The largest seller was Sculptor Capital, exiting entirely with an estimated $136M sold.
- 110 institutional investors held ZTO Express (ZTO) as of Q1 2018, down from 112 in Q4 2017.
- Funds reported $2.16B of ZTO Express stock for Q1 2018, down 7.2% quarter-over-quarter.
- 25 funds opened new ZTO Express positions in Q1 2018 and 25 closed out, a net change of 0 holders.
- The largest ZTO Express buyer in Q1 2018 was OppenheimerFunds, an estimated $49.4M added.
- The largest ZTO Express seller in Q1 2018 was Sculptor Capital, an estimated $136M sold.
Based on aggregated 13F filings for Q1 2018.