ZTO Express
145 hedge funds and large institutions have $2.84B invested in ZTO Express in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 29 closing their positions.
116% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $6.98M
44% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 39
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
3% more funds holding
Funds holding: 141 → 145 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.91% less ownership
Funds ownership: 29.93% → 29.02% (-0.91%)
9% less capital invested
Capital invested by funds: $3.14B → $2.84B (-$297M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$140M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$81.6M |
| 3 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
+$32.3M |
| 4 |
Lazard Asset Management
New York
|
+$29M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.5M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$18.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$16.9M |
| 4 |
Neuberger Berman Group
New York
|
-$13.5M |
| 5 |
Man Group
London,
United Kingdom
|
-$11.9M |
ZTO Hedge Fund Activity: Q3 2018 in Review
145 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2018, worth a combined $2.84B — down 9.5% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ZTO positions and 29 closed out — a net gain of 5 holders — while 56 added to existing stakes and 39 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $140M. The largest seller was Fidelity Investments, cutting an estimated $60.5M.
- 145 institutional investors held ZTO Express (ZTO) as of Q3 2018, up from 141 in Q2 2018.
- Funds reported $2.84B of ZTO Express stock for Q3 2018, down 9.5% quarter-over-quarter.
- 34 funds opened new ZTO Express positions in Q3 2018 and 29 closed out, a net change of +5 holders.
- The largest ZTO Express buyer in Q3 2018 was OppenheimerFunds, an estimated $140M added.
- The largest ZTO Express seller in Q3 2018 was Fidelity Investments, an estimated $60.5M sold.
Based on aggregated 13F filings for Q3 2018.