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ZTO Express

208 hedge funds and large institutions have $6.61B invested in ZTO Express in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

3% less call options, than puts

Call options by funds: $54.1M | Put options by funds: $55.5M

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

4% less ownership

Funds ownership: 38.71%34.71% (-4%)

9% less funds holding

Funds holding: 229208 (-21)

9% less capital invested

Capital invested by funds: $7.29B → $6.61B (-$687M)

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.64%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
23
Increased
73
Reduced
80
Closed
39
Calls
$54.1M
Puts
$55.5M
Net Calls
-$1.41M
Net Calls Change
+$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$988M -$2.2M -76,828 -0.2%
BlackRock
2
BlackRock
New York
$589M +$9.68M +337,395 +2%
PIM
3
Platinum Investment Management
Australia
$486M -$29.4M -1,025,152 -6%
Temasek Holdings
4
Temasek Holdings
Singapore
$373M
Capital Research Global Investors
5
Capital Research Global Investors
California
$265M -$47.2K -1,646 -0%
State Street
6
State Street
Massachusetts
$258M -$1.61M -56,155 -0.7%
SC
7
Serenity Capital
California
$229M +$43.1M +1,502,185 +25%
WP
8
Warburg Pincus
New York
$218M -$204M -7,116,824 -50%
OCM
9
OLP Capital Management
Hong Kong
$211M +$47.4M +1,652,491 +32%
GAMH
10
Greenwoods Asset Management (HK)
Hong Kong
$202M -$90.8M -3,163,100 -32%
AMH
11
Aspex Management (HK)
Hong Kong
$180M +$168M +5,863,750 New
Morgan Stanley
12
Morgan Stanley
New York
$164M -$85.4M -2,977,372 -36%
Vanguard Group
13
Vanguard Group
Pennsylvania
$157M -$22.9M -797,644 -13%
WA
14
WFM Asia
British Virgin Islands
$148M
Goldman Sachs
15
Goldman Sachs
New York
$106M -$13M -452,180 -12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$100M -$2.83M -98,696 -3%
PCM
17
Prime Capital Management
Hong Kong
$91.3M -$116M -4,035,592 -58%
TPC
18
Tiger Pacific Capital
New York
$87.5M +$66.1M +2,302,312 +416%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$82.6M +$903K +31,480 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$71.3M +$5.43M +189,383 +9%
LR
21
Library Research
Hong Kong
$64.2M +$31.3M +1,091,469 +109%
Legal & General Group
22
Legal & General Group
United Kingdom
$60.7M -$4.09M -142,485 -7%
BIP
23
Brandes Investment Partners
California
$60.1M -$2.76M -96,042 -5%
UBS AM
24
UBS AM
Illinois
$56.6M +$7.36M +256,356 +16%
Citigroup
25
Citigroup
New York
$56M -$87.8M -3,060,346 -63%

ZTO Hedge Fund Activity: Q3 2021 in Review

208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2021, worth a combined $6.61B — down 9.4% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of ZTO and 23 opened new positions — a net loss of 16 holders — while 80 trimmed existing stakes and 73 added.

The largest buyer was Aspex Management (HK), opening a new position worth an estimated $168M. The largest seller was Warburg Pincus, cutting an estimated $204M.

  • 208 institutional investors held ZTO Express (ZTO) as of Q3 2021, down from 229 in Q2 2021.
  • Funds reported $6.61B of ZTO Express stock for Q3 2021, down 9.4% quarter-over-quarter.
  • 23 funds opened new ZTO Express positions in Q3 2021 and 39 closed out, a net change of -16 holders.
  • The largest ZTO Express buyer in Q3 2021 was Aspex Management (HK), an estimated $168M added.
  • The largest ZTO Express seller in Q3 2021 was Warburg Pincus, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2021.