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Zions Bancorporation

534 hedge funds and large institutions have $9.84B invested in Zions Bancorporation in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $282M | Put options by funds: $69.8M

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

6% more funds holding

Funds holding: 502534 (+32)

1.55% more ownership

Funds ownership: 93.48%95.03% (+1.6%)

4% more capital invested

Capital invested by funds: $9.49B → $9.84B (+$356M)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 193

Holders
534
Holders Change
+32
Holders Change %
+6.37%
% of All Funds
12.24%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.46%
New
81
Increased
171
Reduced
193
Closed
43
Calls
$282M
Puts
$69.8M
Net Calls
+$213M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$1.98M -$171K -3,186 -8%
AAMA
227
Advanced Asset Management Advisors
Ohio
$1.97M
SLAM
228
Swiss Life Asset Management
$1.96M +$501K +9,314 +33%
SCM
229
Stevens Capital Management
Pennsylvania
$1.94M +$1.98M +36,748 New
URS
230
Utah Retirement Systems
Utah
$1.92M -$16.1K -300 -0.8%
JIR
231
James Investment Research
Ohio
$1.91M +$1.95M +36,270 New
ROC
232
River Oaks Capital
Minnesota
$1.91M -$2.22M -41,200 -53%
NMIMC
233
Northwestern Mutual Investment Management Company
Wisconsin
$1.89M -$503K -9,347 -21%
MSL
234
Mackay Shields LLC
New York
$1.77M +$1.81M +33,620 New
BC
235
Brinker Capital
Pennsylvania
$1.76M +$37.8K +702 +2%
NIPH
236
NN Investment Partners Holdings
Netherlands
$1.72M -$487K -9,044 -22%
EGPO
237
EnTrust Global Partners Offshore
New York
$1.69M +$1.72M +32,000 New
MSV
238
MN Services Vermogensbeheer
Netherlands
$1.66M
JG
239
Jefferies Group
New York
$1.66M -$6.83M -126,860 -80%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$1.61M -$15.4K -287 -0.9%
SSWM
241
Sheets Smith Wealth Management
North Carolina
$1.61M -$33.7K -627 -2%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$1.61M +$1.64M +30,496 New
EIM
243
ExxonMobil Investment Management
Texas
$1.59M -$90.2K -1,676 -5%
Marshall Wace
244
Marshall Wace
United Kingdom
$1.57M +$232K +4,302 +17%
Nomura Asset Management
245
Nomura Asset Management
Japan
$1.57M +$50.2K +933 +3%
ZB
246
Zions Bancorporation
Utah
$1.45M +$1.48M +27,537 New
UCFA
247
United Capital Financial Advisors
Texas
$1.45M -$28.7K -534 -2%
MSA
248
Mason Street Advisors
Wisconsin
$1.44M -$24.2K -449 -2%
Bessemer Group
249
Bessemer Group
New Jersey
$1.43M -$10.8K -200 -0.7%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.42M +$297K +5,526 +26%

ZION Hedge Fund Activity: Q1 2018 in Review

534 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2018, worth a combined $9.84B — up 3.8% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZION positions and 43 closed out — a net gain of 38 holders — while 171 added to existing stakes and 193 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $124M. The largest seller was Balyasny Asset Management, cutting an estimated $123M.

  • 534 institutional investors held Zions Bancorporation (ZION) as of Q1 2018, up from 502 in Q4 2017.
  • Funds reported $9.84B of Zions Bancorporation stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 81 funds opened new Zions Bancorporation positions in Q1 2018 and 43 closed out, a net change of +38 holders.
  • The largest Zions Bancorporation buyer in Q1 2018 was JP Morgan Chase, an estimated $124M added.
  • The largest Zions Bancorporation seller in Q1 2018 was Balyasny Asset Management, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2018.