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ZTO Express

269 hedge funds and large institutions have $8.35B invested in ZTO Express in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

53% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $32.8M

46% more capital invested

Capital invested by funds: $5.73B → $8.35B (+$2.62B)

10% more funds holding

Funds holding: 244269 (+25)

1.8% more ownership

Funds ownership: 37.61%39.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
5.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
61
Increased
87
Reduced
91
Closed
35
Calls
$50.1M
Puts
$32.8M
Net Calls
+$17.4M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.43B +$1.39M +43,530 +0.1%
BlackRock
2
BlackRock
New York
$635M +$79.8M +2,504,135 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$543M -$8.17M -256,115 -2%
WP
4
Warburg Pincus
New York
$523M -$182M -5,693,460 -29%
Temasek Holdings
5
Temasek Holdings
Singapore
$447M
GAM
6
Greenwoods Asset Management
Cayman Islands
$379M +$302M +9,477,821 +1,133%
PIM
7
Platinum Investment Management
Australia
$315M -$73M -2,289,015 -21%
Bank of America
8
Bank of America
North Carolina
$297M +$208M +6,509,502 +415%
State Street
9
State Street
Massachusetts
$277M +$15.4M +482,852 +7%
PCM
10
Prime Capital Management
Hong Kong
$257M
Norges Bank
11
Norges Bank
Norway
$206M +$18.7M +586,981 +12%
WA
12
WFM Asia
British Virgin Islands
$140M
Barclays
13
Barclays
United Kingdom
$133M -$3.45M -108,308 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$128M +$61.2M +1,920,700 +124%
HA
15
HHLR Advisors
Cayman Islands
$126M
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$117M +$72.8M +2,283,754 +249%
Goldman Sachs
17
Goldman Sachs
New York
$114M +$58.6M +1,838,542 +146%
Legal & General Group
18
Legal & General Group
United Kingdom
$95.8M +$3.83M +120,218 +5%
Citigroup
19
Citigroup
New York
$95.8M -$1.88M -58,858 -2%
HL
20
Harding Loevner
New Jersey
$90.6M -$29.7M -931,848 -27%
TC
21
Tairen Capital
Hong Kong
$87.2M -$11.4M -357,602 -13%
PAM
22
Pinpoint Asset Management
Hong Kong
$69.8M -$1.89M -59,395 -3%
Lazard Asset Management
23
Lazard Asset Management
New York
$68.7M -$37.8M -1,185,219 -39%
SNN
24
Shen Neil Nanpeng
$62.3M
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$60.6M +$3.14M +98,559 +6%

ZTO Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2020, worth a combined $8.35B — up 46% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ZTO positions and 35 closed out — a net gain of 26 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Greenwoods Asset Management, adding an estimated $302M. The largest seller was Warburg Pincus, cutting an estimated $182M.

  • 269 institutional investors held ZTO Express (ZTO) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $8.35B of ZTO Express stock for Q2 2020, up 46% quarter-over-quarter.
  • 61 funds opened new ZTO Express positions in Q2 2020 and 35 closed out, a net change of +26 holders.
  • The largest ZTO Express buyer in Q2 2020 was Greenwoods Asset Management, an estimated $302M added.
  • The largest ZTO Express seller in Q2 2020 was Warburg Pincus, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.