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ZTO Express

248 hedge funds and large institutions have $6.15B invested in ZTO Express in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 18

19% more funds holding

Funds holding: 208248 (+40)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.4% more ownership

Funds ownership: 34.71%35.11% (+0.4%)

7% less capital invested

Capital invested by funds: $6.61B → $6.15B (-$456M)

16% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $41.2M

Holders
248
Holders Change
+40
Holders Change %
+19.23%
% of All Funds
3.82%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
60
Increased
83
Reduced
74
Closed
18
Calls
$34.7M
Puts
$41.2M
Net Calls
-$6.52M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$824M -$90.3M -3,025,853 -9%
BlackRock
2
BlackRock
New York
$557M +$15.8M +530,793 +3%
PIM
3
Platinum Investment Management
Australia
$421M -$28.7M -960,559 -6%
Temasek Holdings
4
Temasek Holdings
Singapore
$344M
Capital Research Global Investors
5
Capital Research Global Investors
California
$244M +$19.6K +657 +0%
State Street
6
State Street
Massachusetts
$235M -$3.41M -114,375 -1%
SC
7
Serenity Capital
California
$211M
GAMH
8
Greenwoods Asset Management (HK)
Hong Kong
$186M
AMH
9
Aspex Management (HK)
Hong Kong
$166M +$204K +6,825 +0.1%
HL
10
Harding Loevner
New Jersey
$154M +$129M +4,333,194 +387%
Morgan Stanley
11
Morgan Stanley
New York
$147M -$4.3M -144,021 -3%
Vanguard Group
12
Vanguard Group
Pennsylvania
$145M +$430K +14,400 +0.3%
WA
13
WFM Asia
British Virgin Islands
$137M
TPC
14
Tiger Pacific Capital
New York
$117M +$39M +1,306,290 +46%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$96.4M +$47.8M +1,601,526 +88%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$90M -$2.23M -74,653 -2%
Goldman Sachs
17
Goldman Sachs
New York
$89.5M -$8.86M -296,956 -9%
PCM
18
Prime Capital Management
Hong Kong
$77.8M -$6.6M -221,139 -7%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$75.3M -$780K -26,134 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$72.9M +$7.73M +258,876 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$64.4M +$9.06M +303,550 +15%
LR
22
Library Research
Hong Kong
$59.1M
Marshall Wace
23
Marshall Wace
United Kingdom
$57M +$22M +736,420 +57%
BIP
24
Brandes Investment Partners
California
$54.9M -$484K -16,221 -0.8%
UBS AM
25
UBS AM
Illinois
$51.6M -$510K -17,091 -0.9%

ZTO Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2021, worth a combined $6.15B — down 6.9% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ZTO positions and 18 closed out — a net gain of 42 holders — while 83 added to existing stakes and 74 trimmed.

The largest buyer was Harding Loevner, adding an estimated $129M. The largest seller was Warburg Pincus, exiting entirely with an estimated $218M sold.

  • 248 institutional investors held ZTO Express (ZTO) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $6.15B of ZTO Express stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 60 funds opened new ZTO Express positions in Q4 2021 and 18 closed out, a net change of +42 holders.
  • The largest ZTO Express buyer in Q4 2021 was Harding Loevner, an estimated $129M added.
  • The largest ZTO Express seller in Q4 2021 was Warburg Pincus, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.