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ZTO Express

243 hedge funds and large institutions have $5.9B invested in ZTO Express in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,419% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $24.5M

14% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 83

1.56% more ownership

Funds ownership: 37.98%39.54% (+1.6%)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

1% less funds holding

Funds holding: 245243 (-2)

9% less capital invested

Capital invested by funds: $6.45B → $5.9B (-$549M)

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
243
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
4.19%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.26%
New
34
Increased
95
Reduced
83
Closed
31
Calls
$5.03B
Puts
$24.5M
Net Calls
+$5.01B
Net Calls Change
-$688M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$928M +$9.32M +357,378 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M +$155M +5,938,529 +33%
BlackRock
3
BlackRock
New York
$443M -$1.35M -51,636 -0.3%
PIM
4
Platinum Investment Management
Australia
$382M +$15.4M +592,473 +4%
Temasek Holdings
5
Temasek Holdings
Singapore
$293M
Goldman Sachs
6
Goldman Sachs
New York
$260M +$143M +5,468,826 +102%
Capital Research Global Investors
7
Capital Research Global Investors
California
$253M +$49.7M +1,906,076 +22%
GCCM
8
Green Court Capital Management
Hong Kong
$234M +$66.8M +2,563,465 +36%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$190M -$12M -458,650 -5%
State Street
10
State Street
Massachusetts
$164M -$111K -4,255 -0.1%
TPC
11
Tiger Pacific Capital
New York
$110M +$4.23M +162,300 +4%
WA
12
WFM Asia
British Virgin Islands
$110M -$16.4M -629,200 -12%
Morgan Stanley
13
Morgan Stanley
New York
$97.6M +$23.2M +888,864 +28%
HL
14
Harding Loevner
New Jersey
$87.5M -$19.5M -747,049 -17%
GAMH
15
Greenwoods Asset Management (HK)
Hong Kong
$78.4M -$73M -2,800,786 -46%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$76.4M +$5.96M +228,636 +8%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$68.6M +$1.57M +60,379 +2%
Legal & General Group
18
Legal & General Group
United Kingdom
$56.3M -$45.9K -1,762 -0.1%
WCM Investment Management
19
WCM Investment Management
California
$52.6M -$3.55M -136,251 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$52.3M -$1.96M -74,997 -3%
BA
21
Bridgewater Associates
Connecticut
$45.8M +$2.48M +95,235 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$45.7M +$38.4M +1,471,850 +342%
Fidelity International
23
Fidelity International
Bermuda
$45.2M +$4.05M +155,264 +9%
CS
24
Credit Suisse
Switzerland
$44.9M +$2.67M +102,252 +6%
UBS AM
25
UBS AM
Illinois
$39.2M -$3.38M -129,762 -7%

ZTO Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2022, worth a combined $5.9B — down 8.5% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ZTO positions and 31 closed out — a net gain of 3 holders — while 95 added to existing stakes and 83 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $155M. The largest seller was Greenwoods Asset Management (HK), cutting an estimated $73M.

  • 243 institutional investors held ZTO Express (ZTO) as of Q3 2022, down from 245 in Q2 2022.
  • Funds reported $5.9B of ZTO Express stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 34 funds opened new ZTO Express positions in Q3 2022 and 31 closed out, a net change of +3 holders.
  • The largest ZTO Express buyer in Q3 2022 was Wellington Management Group, an estimated $155M added.
  • The largest ZTO Express seller in Q3 2022 was Greenwoods Asset Management (HK), an estimated $73M sold.

Based on aggregated 13F filings for Q3 2022.