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ZTO Express

239 hedge funds and large institutions have $6.59B 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.

New
Increased
Maintained
Reduced
Closed

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: $6.42B → $6.59B (+$177M)

0% more funds holding

Funds holding: 238239 (+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: 1513 (-2)

Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
32
Increased
85
Reduced
97
Closed
29
Calls
$193M
Puts
$219M
Net Calls
-$25.8M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$998M -$12.2M -480,500 -1%
BlackRock
2
BlackRock
New York
$486M +$21.6M +847,521 +4%
CS
3
Candriam SCA
Luxembourg
$357M +$76.3K +3,000 +0.2%
PIM
4
Platinum Investment Management
Australia
$346M -$34.6M -1,360,292 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$258M -$33.1M -1,300,357 -11%
Temasek Holdings
6
Temasek Holdings
Singapore
$252M
Goldman Sachs
7
Goldman Sachs
New York
$212M +$33.4M +1,311,041 +18%
Capital Research Global Investors
8
Capital Research Global Investors
California
$211M -$60.1M -2,360,888 -21%
GCCM
9
Green Court Capital Management
Hong Kong
$203M +$8.44M +331,635 +4%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$200M +$85.3M +3,353,753 +68%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$180M +$183M +7,184,463 +2,862%
GAMH
12
Greenwoods Asset Management (HK)
Hong Kong
$177M +$56.8M +2,231,443 +44%
State Street
13
State Street
Massachusetts
$160M -$863K -33,909 -0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$155M -$18.8M -737,353 -10%
SCMS
15
Serenity Capital Management (Singapore)
Singapore
$146M +$30.5M +1,200,000 +25%
Morgan Stanley
16
Morgan Stanley
New York
$141M +$45.1M +1,772,502 +44%
TPC
17
Tiger Pacific Capital
New York
$113M +$8.6M +337,991 +8%
WA
18
WFM Asia
British Virgin Islands
$88.6M
Bank of America
19
Bank of America
North Carolina
$80.6M +$3.93M +154,604 +5%
UBS AM
20
UBS AM
Illinois
$68.7M +$11.4M +448,796 +19%
PAMI
21
Perseverance Asset Management International
Cayman Islands
$65.5M
Legal & General Group
22
Legal & General Group
United Kingdom
$60.8M -$571K -22,458 -0.9%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$57.5M +$9.38M +368,600 +18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$51.9M +$3M +118,002 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$45.2M -$734K -28,836 -2%

ZTO Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q3 2023, worth a combined $6.59B — up 2.8% from $6.42B 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.

  • 239 institutional investors held ZTO Express (ZTO) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $6.59B of ZTO Express stock for Q3 2023, up 2.8% 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.