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ZTO Express
ZTO

141 hedge funds and large institutions have $3.14B invested in ZTO Express in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

69% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $13.3M

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

45% more capital invested

Capital invested by funds: $2.16B → $3.14B (+$976M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

28% more funds holding

Funds holding: 110 → 141 (+31)

1.55% more ownership

Funds ownership: 28.38% → 29.93% (+1.5%)

Holders
141
Holders Change
+31
Holders Change %
+28.18%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
46
Increased
51
Reduced
32
Closed
14
Calls
$22.5M
Puts
$13.3M
Net Calls
+$9.23M
Net Calls Change
+$5.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
BAM
Brilliance Asset Management
Hong Kong
+$108M
3
PIM
Platinum Investment Management
Australia
+$59.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
O
OppenheimerFunds
New York
+$37.6M

Top Sellers

1
WP
Warburg Pincus
New York
-$205M
2
DSA
Davis Selected Advisers
Arizona
-$40.1M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
YCMGA
York Capital Management Global Advisors
New York
-$22.6M
5
UBS Group
UBS Group
Switzerland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
Warburg Pincus
New York
$569M -$205M -11,386,920 -29%
O
2
OppenheimerFunds
New York
$371M +$37.6M +2,088,630 +13%
Temasek Holdings
3
Temasek Holdings
Singapore
$244M – – –
PIM
4
Platinum Investment Management
Australia
$198M +$59.4M +3,297,383 +50%
Vanguard Group
5
Vanguard Group
Pennsylvania
$184M +$46.7M +2,591,062 +39%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$184M +$127M +7,068,974 +331%
Morgan Stanley
7
Morgan Stanley
New York
$166M -$30M -1,666,449 -17%
PCM
8
Prime Capital Management
Hong Kong
$140M – – –
GCCM
9
Green Court Capital Management
Hong Kong
$133M -$16.6M -920,631 -12%
BAM
10
Brilliance Asset Management
Hong Kong
$124M +$108M +5,976,320 +2,774%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$84M -$4.82M -267,687 -6%
Norges Bank
12
Norges Bank
Norway
$69.6M +$23.6M +1,310,873 +60%
TC
13
Tairen Capital
Hong Kong
$62.7M +$23.1M +1,279,619 +69%
OTPPB
14
Ontario Teachers' Pension Plan Board
Ontario, Canada
$50.6M – – –
UBS Group
15
UBS Group
Switzerland
$44.9M -$16.7M -926,012 -29%
Lazard Asset Management
16
Lazard Asset Management
New York
$44.2M -$4.86M -269,857 -11%
GQG Partners
17
GQG Partners
Florida
$21.9M +$157K +8,703 +0.8%
Goldman Sachs
18
Goldman Sachs
New York
$21M +$15.8M +875,061 +496%
Tiger Global Management
19
Tiger Global Management
New York
$19.9M – – –
Fidelity International
20
Fidelity International
Bermuda
$19.7M -$5.46M -302,915 -24%
TAMH
21
Taikang Asset Management (HK)
Hong Kong
$18.8M +$16.9M +939,861 New
PCM
22
Penserra Capital Management
California
$18.4M +$8.4M +465,939 New
Barclays
23
Barclays
United Kingdom
$16.3M +$434K +24,078 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$16.3M +$5.1M +282,944 +53%
ASI
25
All-Stars Investment
Hong Kong
$15.5M – – –
1
2 3 4 5

ZTO Hedge Fund Activity: Q2 2018 in Review

141 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2018, worth a combined $3.14B — up 45% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZTO positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Warburg Pincus, cutting an estimated $205M.

  • 141 institutional investors held ZTO Express (ZTO) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $3.14B of ZTO Express stock for Q2 2018, up 45% quarter-over-quarter.
  • 46 funds opened new ZTO Express positions in Q2 2018 and 14 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q2 2018 was Fidelity Investments, an estimated $127M added.
  • The largest ZTO Express seller in Q2 2018 was Warburg Pincus, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2018.