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ZTO Express

244 hedge funds and large institutions have $5.73B invested in ZTO Express in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.92B → $5.73B (+$810M)

13% more funds holding

Funds holding: 215244 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.97% more ownership

Funds ownership: 36.64%37.61% (+0.97%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.5M

Holders
244
Holders Change
+29
Holders Change %
+13.49%
% of All Funds
5.38%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
58
Increased
78
Reduced
74
Closed
26
Calls
$19.2M
Puts
$28.5M
Net Calls
-$9.25M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.03B -$7.12M -293,699 -0.8%
WP
2
Warburg Pincus
New York
$528M
Vanguard Group
3
Vanguard Group
Pennsylvania
$399M +$28.4M +1,169,882 +8%
BlackRock
4
BlackRock
New York
$392M +$16.1M +663,256 +5%
Temasek Holdings
5
Temasek Holdings
Singapore
$322M
PIM
6
Platinum Investment Management
Australia
$288M -$96.3M -3,974,487 -27%
State Street
7
State Street
Massachusetts
$187M +$11.2M +461,979 +7%
PCM
8
Prime Capital Management
Hong Kong
$186M
GCCM
9
Green Court Capital Management
Hong Kong
$186M -$29.8M -1,228,693 -15%
Norges Bank
10
Norges Bank
Norway
$133M +$14M +578,704 +13%
BAM
11
Brilliance Asset Management
Hong Kong
$101M -$39.2M -1,616,946 -30%
WA
12
WFM Asia
British Virgin Islands
$101M
Barclays
13
Barclays
United Kingdom
$98.5M +$85.5M +3,528,086 +1,843%
HA
14
HHLR Advisors
Cayman Islands
$90.9M +$83.2M +3,433,592 New
HL
15
Harding Loevner
New Jersey
$90.1M +$82.3M +3,394,780 +54,543%
Lazard Asset Management
16
Lazard Asset Management
New York
$80.9M +$2.5M +103,010 +3%
TC
17
Tairen Capital
Hong Kong
$72.4M
Citigroup
18
Citigroup
New York
$70.7M +$2.26M +93,075 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$65.9M +$3M +123,613 +5%
PAM
20
Pinpoint Asset Management
Hong Kong
$51.9M +$3.98M +164,398 +9%
UBS Group
21
UBS Group
Switzerland
$46.4M -$215K -8,871 -0.5%
SNN
22
Shen Neil Nanpeng
$44.9M
Bank of America
23
Bank of America
North Carolina
$41.5M -$6.62M -273,317 -15%
Renaissance Technologies
24
Renaissance Technologies
New York
$41.1M +$25M +1,029,600 +196%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$41M +$5M +206,345 +15%

ZTO Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2020, worth a combined $5.73B — up 16% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ZTO positions and 26 closed out — a net gain of 32 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Barclays, adding an estimated $85.5M. The largest seller was Platinum Investment Management, cutting an estimated $96.3M.

  • 244 institutional investors held ZTO Express (ZTO) as of Q1 2020, up from 215 in Q4 2019.
  • Funds reported $5.73B of ZTO Express stock for Q1 2020, up 16% quarter-over-quarter.
  • 58 funds opened new ZTO Express positions in Q1 2020 and 26 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q1 2020 was Barclays, an estimated $85.5M added.
  • The largest ZTO Express seller in Q1 2020 was Platinum Investment Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2020.