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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.13B +$4.8M +147,018 +0.4%
BlackRock
2
BlackRock
New York
$588M +$40.9M +1,254,436 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$453M +$15.2M +465,419 +3%
WP
4
Warburg Pincus
New York
$415M
Temasek Holdings
5
Temasek Holdings
Singapore
$355M
PIM
6
Platinum Investment Management
Australia
$349M +$167M +5,123,752 +75%
GAMH
7
Greenwoods Asset Management (HK)
Hong Kong
$312M +$350M +10,707,762 New
Capital Research Global Investors
8
Capital Research Global Investors
California
$261M +$292M +8,946,170 New
State Street
9
State Street
Massachusetts
$257M +$32.8M +1,005,610 +13%
PCM
10
Prime Capital Management
Hong Kong
$204M
Morgan Stanley
11
Morgan Stanley
New York
$163M +$52.1M +1,594,798 +40%
Norges Bank
12
Norges Bank
Norway
$146M -$6.59M -201,823 -4%
Goldman Sachs
13
Goldman Sachs
New York
$146M +$38.3M +1,172,592 +31%
Citigroup
14
Citigroup
New York
$145M +$83.6M +2,559,816 +106%
WA
15
WFM Asia
British Virgin Islands
$141M +$15M +459,600 +10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$120M +$13.4M +410,853 +11%
CS
17
Credit Suisse
Switzerland
$112M +$67.6M +2,069,877 +116%
Bank of America
18
Bank of America
North Carolina
$102M +$32M +979,365 +39%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$99.1M +$16.4M +502,921 +17%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$92M -$4.58M -140,200 -4%
Legal & General Group
21
Legal & General Group
United Kingdom
$76.7M -$4.16M -127,409 -5%
HA
22
HHLR Advisors
Cayman Islands
$75.8M -$24.3M -744,698 -22%
SC
23
Serenity Capital
California
$62M +$69.5M +2,128,422 New
UBS Group
24
UBS Group
Switzerland
$61M +$21.4M +656,699 +46%
TC
25
Tairen Capital
Hong Kong
$58.9M +$14.6M +447,394 +28%

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.