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Zions Bancorporation
ZION

310 hedge funds and large institutions have $4.82B invested in Zions Bancorporation in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $78.8M | Put options by funds: $38.2M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $4.41B → $4.82B (+$408M)

3% less funds holding

Funds holding: 321 → 310 (-11)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
310
Holders Change
-11
Holders Change %
-3.43%
% of All Funds
9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
108
Reduced
127
Closed
40
Calls
$78.8M
Puts
$38.2M
Net Calls
+$40.6M
Net Calls Change
+$13.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$69.7M
3
SFM
Soros Fund Management
New York
+$34.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$29M
5
BCM
Basswood Capital Management
New York
+$23.9M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$68.1M
2
FAM
Fred Alger Management
New York
-$56M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$35M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.2M
5
N
Natixis
France
-$27.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMA
226
Fiduciary Management Associates
Illinois
$437K +$1.73K +60 +0.4%
Tudor Investment Corp
227
Tudor Investment Corp
Connecticut
$436K -$139K -4,845 -25%
PH
228
Pinnacle Holdings
Oklahoma
$431K +$52.1K +1,810 +14%
CI
229
Cambiar Investors
Colorado
$419K +$78.2K +2,718 +24%
DIA
230
Dean Investment Associates
Ohio
$410K +$5.55K +193 +1%
GAM
231
Gotham Asset Management
New York
$400K +$288 +10 +0.1%
Walleye Trading
232
Walleye Trading
New York
$364K -$219K -7,601 -38%
CWP
233
Capital Wealth Planning
Florida
$360K – – –
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$355K -$560K -19,444 -62%
Fayez Sarofim & Co
235
Fayez Sarofim & Co
Texas
$352K +$339K +11,761 New
AL
236
Agran Libbie
California
$351K +$337K +11,700 New
OA
237
Oak Associates
Ohio
$348K +$335K +11,625 New
MPIA
238
Mountain Pacific Investment Advisers
Idaho
$330K – – –
EMG
239
Ellington Management Group
Connecticut
$303K +$8.63K +300 +3%
SAM
240
Shikiar Asset Management
New York
$300K – – –
PA
241
Profund Advisors
Maryland
$271K -$16K -555 -6%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$261K +$6.3K +219 +3%
Mitsubishi UFJ Trust & Banking
243
Mitsubishi UFJ Trust & Banking
Japan
$257K – – –
QI
244
QS Investors
New York
$255K – – –
Jane Street
245
Jane Street
New York
$246K -$771K -26,771 -77%
SFP
246
Santa Fe Partners
New Mexico
$243K -$2.07M -71,779 -90%
BA
247
Boston Advisors
Massachusetts
$237K -$23K -800 -9%
JMPWA
248
JP Morgan Private Wealth Advisors
California
$234K +$14.2K +494 +7%
NIM
249
NuWave Investment Management
New Jersey
$226K -$166K -5,781 -43%
VKH
250
Virtu KCG Holdings
New York
$223K -$407K -14,139 -65%
8 9
10
11 12

ZION Hedge Fund Activity: Q4 2013 in Review

310 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2013, worth a combined $4.82B — up 9.2% from $4.41B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ZION and 31 opened new positions — a net loss of 9 holders — while 127 trimmed existing stakes and 108 added.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $68.1M sold.

  • 310 institutional investors held Zions Bancorporation (ZION) as of Q4 2013, down from 321 in Q3 2013.
  • Funds reported $4.82B of Zions Bancorporation stock for Q4 2013, up 9.2% quarter-over-quarter.
  • 31 funds opened new Zions Bancorporation positions in Q4 2013 and 40 closed out, a net change of -9 holders.
  • The largest Zions Bancorporation buyer in Q4 2013 was JP Morgan Chase, an estimated $113M added.
  • The largest Zions Bancorporation seller in Q4 2013 was Systematic Financial Management, an estimated $68.1M sold.

Based on aggregated 13F filings for Q4 2013.