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ZTO Express

248 hedge funds and large institutions have $5.56B invested in ZTO Express in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0.9% more ownership

Funds ownership: 35.11%36.01% (+0.9%)

0% more funds holding

Funds holding: 248248 (0)

2% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $33.1M

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

10% less capital invested

Capital invested by funds: $6.15B → $5.56B (-$595M)

Holders
248
Holders Change
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
32
Increased
85
Reduced
92
Closed
30
Calls
$32.5M
Puts
$33.1M
Net Calls
-$560K
Net Calls Change
+$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$697M -$37.5M -1,328,879 -5%
BlackRock
2
BlackRock
New York
$487M -$6.89M -244,153 -1%
PIM
3
Platinum Investment Management
Australia
$373M
Temasek Holdings
4
Temasek Holdings
Singapore
$304M
Capital Research Global Investors
5
Capital Research Global Investors
California
$216M +$191K +6,769 +0.1%
SC
6
Serenity Capital
California
$187M
State Street
7
State Street
Massachusetts
$181M -$30.8M -1,092,337 -13%
GAMH
8
Greenwoods Asset Management (HK)
Hong Kong
$156M -$9.55M -338,371 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$140M +$61.6M +2,182,319 +64%
GCCM
10
Green Court Capital Management
Hong Kong
$125M +$141M +4,991,873 New
TPC
11
Tiger Pacific Capital
New York
$123M +$21.9M +776,170 +19%
WA
12
WFM Asia
British Virgin Islands
$121M
Goldman Sachs
13
Goldman Sachs
New York
$120M +$45.5M +1,612,528 +51%
HL
14
Harding Loevner
New Jersey
$115M -$17M -601,882 -11%
AMH
15
Aspex Management (HK)
Hong Kong
$105M -$47.2M -1,670,724 -28%
Morgan Stanley
16
Morgan Stanley
New York
$105M -$28.7M -1,014,647 -19%
Marshall Wace
17
Marshall Wace
United Kingdom
$78.7M +$31.9M +1,129,113 +56%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$72.9M -$7.89M -279,549 -9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$72M +$8.34M +295,513 +11%
Legal & General Group
20
Legal & General Group
United Kingdom
$61.3M +$4.76M +168,596 +7%
WCM Investment Management
21
WCM Investment Management
California
$61.1M +$69M +2,444,864 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$59.8M -$7.8M -276,273 -10%
UBS Group
23
UBS Group
Switzerland
$56.6M +$49.2M +1,740,693 +333%
Barclays
24
Barclays
United Kingdom
$48.4M +$54.7M +1,937,778 New
BIP
25
Brandes Investment Partners
California
$47.6M -$1.17M -41,371 -2%

ZTO Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2022, worth a combined $5.56B — down 9.7% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZTO positions and 30 closed out — a net gain of 2 holders — while 85 added to existing stakes and 92 trimmed.

The largest buyer was Green Court Capital Management, opening a new position worth an estimated $141M. The largest seller was Vanguard Group, cutting an estimated $103M.

  • 248 institutional investors held ZTO Express (ZTO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $5.56B of ZTO Express stock for Q1 2022, down 9.7% quarter-over-quarter.
  • 32 funds opened new ZTO Express positions in Q1 2022 and 30 closed out, a net change of +2 holders.
  • The largest ZTO Express buyer in Q1 2022 was Green Court Capital Management, an estimated $141M added.
  • The largest ZTO Express seller in Q1 2022 was Vanguard Group, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2022.