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ZTO Express

242 hedge funds and large institutions have $4.3B invested in ZTO Express in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $253M | Put options by funds: $40.7M

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

6% more funds holding

Funds holding: 228242 (+14)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.59% less ownership

Funds ownership: 38.77%34.17% (-4.6%)

13% less capital invested

Capital invested by funds: $4.92B → $4.3B (-$620M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
57
Increased
72
Reduced
84
Closed
39
Calls
$253M
Puts
$40.7M
Net Calls
+$213M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$395M -$189M -8,655,732 -31%
BlackRock
2
BlackRock
New York
$366M -$11.1M -505,696 -3%
HL
3
Harding Loevner
New Jersey
$342M +$108M +4,929,071 +43%
PIM
4
Platinum Investment Management
Australia
$325M -$38.7M -1,771,604 -10%
Temasek Holdings
5
Temasek Holdings
Singapore
$216M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$185M +$189K +8,645 +0.1%
Goldman Sachs
7
Goldman Sachs
New York
$171M -$27M -1,235,480 -13%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$150M +$44.7M +2,043,143 +39%
State Street
9
State Street
Massachusetts
$135M -$2.32M -106,279 -2%
Pzena Investment Management
10
Pzena Investment Management
New York
$124M +$1.54M +70,527 +1%
AMH
11
Aspex Management (HK)
Hong Kong
$108M -$32.5M -1,487,812 -22%
Capital Research Global Investors
12
Capital Research Global Investors
California
$105M -$64.8M -2,966,039 -37%
SCMS
13
Serenity Capital Management (Singapore)
Singapore
$105M -$21.9M -1,000,000 -17%
GAMH
14
Greenwoods Asset Management (HK)
Hong Kong
$104M -$3.19M -145,780 -3%
UBS Group
15
UBS Group
Switzerland
$89.1M +$8.83M +403,811 +10%
GCCM
16
Green Court Capital Management
Hong Kong
$73.3M -$46.8M -2,138,952 -38%
Morgan Stanley
17
Morgan Stanley
New York
$69.5M -$36.2M -1,655,114 -33%
Fisher Asset Management
18
Fisher Asset Management
Washington
$65.7M +$69.2M +3,166,868 New
TPC
19
Tiger Pacific Capital
New York
$58.8M -$46.4M -2,124,108 -43%
JP Morgan Chase
20
JP Morgan Chase
New York
$54.1M -$5.89M -269,254 -9%
Bank of America
21
Bank of America
North Carolina
$51.9M -$24.2M -1,105,043 -31%
BIP
22
Brandes Investment Partners
California
$50.5M -$393K -17,998 -0.7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$49.7M +$1.42M +65,091 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$47.6M -$1.66M -75,724 -3%
WA
25
WFM Asia
British Virgin Islands
$45.3M

ZTO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2024, worth a combined $4.3B — down 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZTO positions and 39 closed out — a net gain of 18 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Harding Loevner, adding an estimated $108M. The largest seller was Invesco, cutting an estimated $189M.

  • 242 institutional investors held ZTO Express (ZTO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $4.3B of ZTO Express stock for Q2 2024, down 13% quarter-over-quarter.
  • 57 funds opened new ZTO Express positions in Q2 2024 and 39 closed out, a net change of +18 holders.
  • The largest ZTO Express buyer in Q2 2024 was Harding Loevner, an estimated $108M added.
  • The largest ZTO Express seller in Q2 2024 was Invesco, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.