We are live on ! Find out more
ZION icon

Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
226
SII Investments
Wisconsin
$564K +$600K +20,550 New
CIM
227
CenturyLink Investment Management
Colorado
$556K -$98K -3,358 -14%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$548K -$2.1K -72 -0.4%
Walleye Trading
229
Walleye Trading
New York
$542K +$577K +19,759 New
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$532K +$566K +19,400 New
HA
231
Heartland Advisors
Wisconsin
$526K -$29K -995 -5%
AAM
232
Aberdeen Asset Management
United Kingdom
$476K -$20.4K -700 -4%
SAM
233
Securian Asset Management
Minnesota
$444K +$6.28K +215 +1%
SCA
234
Salient Capital Advisors
Texas
$440K – – –
CCM
235
Cai Capital Management
New York
$425K +$452K +15,501 New
KRS
236
Kentucky Retirement Systems
Kentucky
$420K +$447K +15,327 New
MAM
237
Meeder Asset Management
Ohio
$408K +$1.6K +55 +0.4%
AL
238
Airain Ltd
Guernsey
$400K +$426K +14,599 New
FMA
239
Fiduciary Management Associates
Illinois
$398K – – –
CWP
240
Capital Wealth Planning
Florida
$395K – – –
HighTower Advisors
241
HighTower Advisors
Illinois
$394K +$7.68K +263 +2%
DIA
242
Dean Investment Associates
Ohio
$370K +$88 +3 +0%
GAM
243
Gotham Asset Management
New York
$366K +$409 +14 +0.1%
NIM
244
NuWave Investment Management
New Jersey
$366K +$389K +13,341 New
CC
245
Curian Capital
Colorado
$352K +$12.1K +414 +3%
JIC
246
Johnson Investment Counsel
Ohio
$345K -$13.1K -450 -3%
PH
247
Pinnacle Holdings
Oklahoma
$344K – – –
MIU
248
Man Investments (UK)
United Kingdom
$315K -$1.75M -60,103 -84%
CI
249
Cambiar Investors
Colorado
$309K +$329K +11,272 New
MCM
250
Montibus Capital Management
Oregon
$307K -$8.55K -293 -3%
8 9
10
11 12

ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.