ZTO Express
240 hedge funds and large institutions have $6.57B invested in ZTO Express in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 29 closing their positions.
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
1.47% more ownership
Funds ownership: 41% → 42.48% (+1.5%)
3% more capital invested
Capital invested by funds: $6.41B → $6.57B (+$164M)
0% more funds holding
Funds holding: 239 → 240 (+1)
12% less call options, than puts
Call options by funds: $193M | Put options by funds: $219M
12% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 97
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$183M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$85.3M |
| 3 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
+$56.8M |
| 4 |
Morgan Stanley
New York
|
+$45.1M |
| 5 |
FBIL
First Beijing Investment Ltd
Hong Kong
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$60.1M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$54.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$42.8M |
| 4 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$34.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.1M |
ZTO Hedge Fund Activity: Q3 2023 in Review
240 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.57B — up 2.6% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ZTO positions and 29 closed out — a net gain of 3 holders — while 85 added to existing stakes and 97 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $183M. The largest seller was Capital Research Global Investors, cutting an estimated $60.1M.
- 240 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 239 in Q2 2023.
- Funds reported $6.57B of ZTO Express stock for Q3 2023, up 2.6% quarter-over-quarter.
- 32 funds opened new ZTO Express positions in Q3 2023 and 29 closed out, a net change of +3 holders.
- The largest ZTO Express buyer in Q3 2023 was Fidelity Investments, an estimated $183M added.
- The largest ZTO Express seller in Q3 2023 was Capital Research Global Investors, an estimated $60.1M sold.
Based on aggregated 13F filings for Q3 2023.