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ZTO Express

215 hedge funds and large institutions have $4.92B invested in ZTO Express in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

13% more capital invested

Capital invested by funds: $4.36B → $4.92B (+$565M)

6% more funds holding

Funds holding: 202215 (+13)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.14% more ownership

Funds ownership: 35.5%36.64% (+1.1%)

26% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $25.5M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
43
Increased
86
Reduced
55
Closed
27
Calls
$18.8M
Puts
$25.5M
Net Calls
-$6.74M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$913M +$144M +6,676,856 +21%
WP
2
Warburg Pincus
New York
$465M
PIM
3
Platinum Investment Management
Australia
$347M +$16.6M +766,748 +5%
BlackRock
4
BlackRock
New York
$330M +$2.72M +125,843 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$324M +$30.6M +1,413,813 +11%
Temasek Holdings
6
Temasek Holdings
Singapore
$284M
GCCM
7
Green Court Capital Management
Hong Kong
$192M +$4.27M +197,700 +2%
PCM
8
Prime Capital Management
Hong Kong
$164M +$169K +7,832 +0.1%
State Street
9
State Street
Massachusetts
$154M +$1.01M +46,835 +0.7%
BAM
10
Brilliance Asset Management
Hong Kong
$127M +$6.42M +297,104 +6%
Norges Bank
11
Norges Bank
Norway
$104M
WA
12
WFM Asia
British Virgin Islands
$88.7M
Lazard Asset Management
13
Lazard Asset Management
New York
$69M +$1.6M +74,040 +3%
TC
14
Tairen Capital
Hong Kong
$63.8M -$4.13M -191,000 -7%
Citigroup
15
Citigroup
New York
$60.1M +$1.46M +67,740 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$55.3M -$1.07M -49,378 -2%
Bank of America
17
Bank of America
North Carolina
$43M +$8.43M +389,914 +27%
MAM
18
Myriad Asset Management
Hong Kong
$42.6M
PAM
19
Pinpoint Asset Management
Hong Kong
$41.9M +$38.8M +1,795,404 New
UBS Group
20
UBS Group
Switzerland
$41.1M -$20.9M -967,384 -35%
SNN
21
Shen Neil Nanpeng
$39.6M
Northern Trust
22
Northern Trust
Illinois
$36.4M +$16.9K +783 +0.1%
CS
23
Credit Suisse
Switzerland
$35.8M +$7.63M +352,981 +30%
AMH
24
Aspex Management (HK)
Hong Kong
$34.2M +$31.7M +1,465,836 New
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$32.9M +$27.8M +1,288,285 +1,054%

ZTO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2019, worth a combined $4.92B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ZTO positions and 27 closed out — a net gain of 16 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $75.8M.

  • 215 institutional investors held ZTO Express (ZTO) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.92B of ZTO Express stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new ZTO Express positions in Q4 2019 and 27 closed out, a net change of +16 holders.
  • The largest ZTO Express buyer in Q4 2019 was Invesco, an estimated $144M added.
  • The largest ZTO Express seller in Q4 2019 was Deutsche Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2019.