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ZTO Express

156 hedge funds and large institutions have $2.87B invested in ZTO Express in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.54M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 146156 (+10)

2.19% more ownership

Funds ownership: 29.02%31.21% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

1% more capital invested

Capital invested by funds: $2.84B → $2.87B (+$30M)

Holders
156
Holders Change
+10
Holders Change %
+6.85%
% of All Funds
3.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
36
Increased
50
Reduced
48
Closed
24
Calls
$12.7M
Puts
$4.54M
Net Calls
+$8.17M
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$451M
O
2
OppenheimerFunds
New York
$409M +$663K +41,180 +0.2%
PIM
3
Platinum Investment Management
Australia
$204M +$55M +3,417,672 +36%
Temasek Holdings
4
Temasek Holdings
Singapore
$193M
SNN
5
Shen Neil Nanpeng
$175M +$178M +11,034,004 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$174M +$6.81M +422,989 +4%
Morgan Stanley
7
Morgan Stanley
New York
$128M -$4.51M -280,297 -3%
GCCM
8
Green Court Capital Management
Hong Kong
$122M +$2.11M +131,109 +2%
PCM
9
Prime Capital Management
Hong Kong
$111M
BAM
10
Brilliance Asset Management
Hong Kong
$104M +$4.68M +290,810 +5%
American Century Companies
11
American Century Companies
Missouri
$67.1M +$11K +680 +0%
Norges Bank
12
Norges Bank
Norway
$59.3M +$4.25M +264,026 +8%
Lazard Asset Management
13
Lazard Asset Management
New York
$56.6M -$2.24M -139,180 -4%
UBS Group
14
UBS Group
Switzerland
$54.5M +$4.67M +289,952 +9%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$53.6M +$1.32M +82,024 +2%
TC
16
Tairen Capital
Hong Kong
$52.8M +$1.23M +76,513 +2%
OTPPB
17
Ontario Teachers' Pension Plan Board
Ontario, Canada
$40M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$29.2M -$67.9M -4,217,757 -70%
WRF
19
Waddell & Reed Financial
Kansas
$18.2M -$4.95M -307,277 -21%
Tiger Global Management
20
Tiger Global Management
New York
$15.7M
TAMH
21
Taikang Asset Management (HK)
Hong Kong
$14.9M -$27M -1,676,697 -64%
Legal & General Group
22
Legal & General Group
United Kingdom
$14.5M +$404K +25,102 +3%
CS
23
Credit Suisse
Switzerland
$14.3M +$6.99M +434,136 +93%
Goldman Sachs
24
Goldman Sachs
New York
$14.2M +$2M +124,138 +16%
TAM
25
Todd Asset Management
Kentucky
$14M +$1.8M +111,967 +14%

ZTO Hedge Fund Activity: Q4 2018 in Review

156 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2018, worth a combined $2.87B — up 1.1% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ZTO positions and 24 closed out — a net gain of 12 holders — while 50 added to existing stakes and 48 trimmed.

The largest buyer was Shen Neil Nanpeng, opening a new position worth an estimated $178M. The largest seller was Fidelity Investments, cutting an estimated $67.9M.

  • 156 institutional investors held ZTO Express (ZTO) as of Q4 2018, up from 146 in Q3 2018.
  • Funds reported $2.87B of ZTO Express stock for Q4 2018, up 1.1% quarter-over-quarter.
  • 36 funds opened new ZTO Express positions in Q4 2018 and 24 closed out, a net change of +12 holders.
  • The largest ZTO Express buyer in Q4 2018 was Shen Neil Nanpeng, an estimated $178M added.
  • The largest ZTO Express seller in Q4 2018 was Fidelity Investments, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2018.