ZTO
ZTO Express (Cayman) Inc. · Industrials · Integrated Freight & Logistics
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones -18.3% ·
nuevas posiciones netas -8.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +13 | 33.35M | $746.31M | +16 | −3 |
| Q1 2026 | 68 | +3 | 32.26M | $811.69M | +5 | −2 |
| Q4 2025 | 65 | +3 | 33.19M | $693.46M | +3 | — |
| Q3 2025 | 11 | -3 | 18.23M | $350.39M | +1 | −5 |
| Q2 2025 | 12 | -1 | 30.11M | $207.28M | +1 | −2 |
| Q1 2025 | 10 | 0 | 36.21M | $326.67M | +2 | −2 |
| Q4 2024 | 10 | -2 | 34.88M | $283.85M | — | −2 |
| Q3 2024 | 11 | 0 | 12.58M | $311.56M | +1 | −1 |
| Q2 2024 | 11 | — | 14.04M | $290.90M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 3.58M | -13.0% | $63.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 3.34M | -50.7% | $59.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 20.44M | -5.8% | $35.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 20.44M | -5.8% | $35.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 772.30K | -34.9% | $13.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 609.43K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 468.49K | +29.3% | $8.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Marshall Wace ✦ | 468.49K | +29.3% | $8.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Marshall Wace ✦ | 468.49K | +29.3% | $8.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 419.51K | -48.1% | $7.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 318.01K | +386.1% | $5.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Millennium Management ✦ | 130.00K | -82.4% | $2.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Millennium Management ✦ | 130.00K | -82.4% | $2.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 14.84K | — | $263,410 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 10.71K | Nuevo | $190,032 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 7.25K | — | $128,768 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 7.25K | — | $128,768 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $190,032 | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $5.75M | era 0.0% |
| Two Sigma Investments | $3.68M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 42.09K acciones, $548,272 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.