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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
226
Aberdeen Asset Management
United Kingdom
$1.54M -$22.7K -617 -2%
CCMH
227
Cornerstone Capital Management Holdings
New York
$1.52M -$107K -2,912 -8%
Nomura Holdings
228
Nomura Holdings
Japan
$1.47M +$1.26M +34,142 New
SSWM
229
Sheets Smith Wealth Management
North Carolina
$1.44M +$210K +5,687 +21%
Toronto Dominion Bank
230
Toronto Dominion Bank
Ontario, Canada
$1.44M +$1.07M +29,154 +691%
CSM
231
CAMG Solamere Management
North Carolina
$1.42M +$1.22M +32,982 New
WCA
232
Waratah Capital Advisors
Ontario, Canada
$1.41M +$1.2M +32,700 New
AB
233
Amalgamated Bank
New York
$1.35M +$132K +3,581 +13%
SCA
234
Sippican Capital Advisors
Massachusetts
$1.32M -$73.7K -2,000 -6%
DCM
235
Dupont Capital Management
Delaware
$1.3M -$1.52M -41,132 -58%
OTPPB
236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.29M +$12.5K +340 +1%
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$1.27M -$288K -7,807 -21%
Marshall Wace
238
Marshall Wace
United Kingdom
$1.27M +$1.08M +29,429 New
ZB
239
Zions Bancorporation
Utah
$1.23M -$30.7K -832 -3%
PIM
240
Perkins Investment Management
Illinois
$1.23M -$775K -21,023 -42%
MSA
241
Mason Street Advisors
Wisconsin
$1.2M +$4.46K +121 +0.4%
ZIM
242
Zacks Investment Management
Illinois
$1.18M +$1.01M +27,321 New
Creative Planning
243
Creative Planning
Kansas
$1.15M +$20.2K +547 +2%
FP
244
FDO Partners
Massachusetts
$1.13M +$969K +26,292 New
VRS
245
Virginia Retirement Systems
Virginia
$1.13M -$7.37K -200 -0.8%
BC
246
Brinker Capital
Pennsylvania
$1.11M +$954K +25,901 New
HCA
247
Harbour Capital Advisors
Virginia
$1.1M -$8.29K -225 -0.9%
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08M -$133K -3,600 -13%
N
249
Nuveen
North Carolina
$1.08M +$424K +11,497 +85%
B
250
BP
United Kingdom
$1.08M – – –
8 9
10
11 12

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.