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ZTO Express

245 hedge funds and large institutions have $6.45B invested in ZTO Express in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,824% more call options, than puts

Call options by funds: $5.72B | Put options by funds: $30.2M

16% more capital invested

Capital invested by funds: $5.56B → $6.45B (+$890M)

1.97% more ownership

Funds ownership: 36.01%37.98% (+2%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 248245 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

22% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 97

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
4.13%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.37%
New
30
Increased
76
Reduced
97
Closed
29
Calls
$5.72B
Puts
$30.2M
Net Calls
+$5.69B
Net Calls Change
+$5.69B
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.05B +$266M +10,386,490 +37%
BlackRock
2
BlackRock
New York
$508M -$25.3M -987,384 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$491M +$314M +12,273,426 +219%
PIM
4
Platinum Investment Management
Australia
$421M +$10.7M +416,813 +3%
Temasek Holdings
5
Temasek Holdings
Singapore
$334M
Capital Research Global Investors
6
Capital Research Global Investors
California
$237M +$82.6K +3,223 +0%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$230M +$215M +8,383,524 New
GCCM
8
Green Court Capital Management
Hong Kong
$197M +$55.8M +2,176,627 +44%
State Street
9
State Street
Massachusetts
$187M -$10.3M -401,466 -6%
GAMH
10
Greenwoods Asset Management (HK)
Hong Kong
$166M -$4.65M -181,594 -3%
Goldman Sachs
11
Goldman Sachs
New York
$147M +$14.3M +559,554 +12%
WA
12
WFM Asia
British Virgin Islands
$143M +$9.68M +377,700 +8%
TPC
13
Tiger Pacific Capital
New York
$122M -$12.9M -503,346 -10%
HL
14
Harding Loevner
New Jersey
$120M -$11.9M -463,434 -10%
Morgan Stanley
15
Morgan Stanley
New York
$87.1M -$26.2M -1,022,707 -24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$81M +$1.66M +64,964 +2%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$75.2M +$33.9M +1,324,462 +91%
Legal & General Group
18
Legal & General Group
United Kingdom
$64.3M -$2.79M -108,866 -4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$61.6M -$16.9M -660,409 -23%
WCM Investment Management
20
WCM Investment Management
California
$60.3M -$3.06M -119,267 -5%
Citigroup
21
Citigroup
New York
$55.4M +$24.8M +967,955 +92%
LR
22
Library Research
Hong Kong
$52M -$5.12M -200,000 -10%
BA
23
Bridgewater Associates
Connecticut
$49.7M -$2.01M -78,449 -4%
CS
24
Credit Suisse
Switzerland
$48.4M +$1.19M +46,257 +3%
UBS AM
25
UBS AM
Illinois
$48.3M +$1.37M +53,618 +3%

ZTO Hedge Fund Activity: Q2 2022 in Review

245 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2022, worth a combined $6.45B — up 16% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZTO positions and 29 closed out — a net gain of 1 holder — while 76 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $314M. The largest seller was Aspex Management (HK), exiting entirely with an estimated $105M sold.

  • 245 institutional investors held ZTO Express (ZTO) as of Q2 2022, down from 248 in Q1 2022.
  • Funds reported $6.45B of ZTO Express stock for Q2 2022, up 16% quarter-over-quarter.
  • 30 funds opened new ZTO Express positions in Q2 2022 and 29 closed out, a net change of +1 holder.
  • The largest ZTO Express buyer in Q2 2022 was Wellington Management Group, an estimated $314M added.
  • The largest ZTO Express seller in Q2 2022 was Aspex Management (HK), an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.