ZTO Express
ZTO
244 hedge funds and large institutions have $6.88B invested in ZTO Express in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 89 reducing their positions, and 28 closing their positions.
51% more capital inflows, than outflows
Capital inflows: $821M | Capital outflows: $543M
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
21% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 28
13% more call options, than puts
Call options by funds: $229M | Put options by funds: $202M
1.25% more ownership
Funds ownership: 30.33% → 31.57% (+1.2%)
1% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 89
0% more funds holding
Funds holding: 244 → 244 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$129M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$69.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$27.8M |
| 5 |
JP Morgan Chase
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$161M |
| 2 |
Goldman Sachs
New York
|
-$66.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$65.9M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$45.7M |
| 5 |
SH
SeaTown Holdings
Singapore
|
-$28.4M |
ZTO Hedge Fund Activity: Q4 2022 in Review
244 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q4 2022, worth a combined $6.88B — up 17% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ZTO positions and 28 closed out — a net gain of 6 holders — while 90 added to existing stakes and 89 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $129M. The largest seller was Wellington Management Group, cutting an estimated $161M.
- 244 institutional investors held ZTO Express (ZTO) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $6.88B of ZTO Express stock for Q4 2022, up 17% quarter-over-quarter.
- 34 funds opened new ZTO Express positions in Q4 2022 and 28 closed out, a net change of +6 holders.
- The largest ZTO Express buyer in Q4 2022 was Wolverine Trading, an estimated $129M added.
- The largest ZTO Express seller in Q4 2022 was Wellington Management Group, an estimated $161M sold.
Based on aggregated 13F filings for Q4 2022.