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Zions Bancorporation
ZION

521 hedge funds and large institutions have $9.22B invested in Zions Bancorporation in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 217 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $222M | Put options by funds: $62.3M

0.22% less ownership

Funds ownership: 94.81% → 94.58% (-0.22%)

3% less funds holding

Funds holding: 539 → 521 (-18)

6% less capital invested

Capital invested by funds: $9.85B → $9.22B (-$628M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

24% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 217

Holders
521
Holders Change
-18
Holders Change %
-3.34%
% of All Funds
11.91%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
164
Reduced
217
Closed
62
Calls
$222M
Puts
$62.3M
Net Calls
+$160M
Net Calls Change
-$49.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77M
3
CVA
Ceredex Value Advisors
Florida
+$74.9M
4
PAM
Panagora Asset Management
Massachusetts
+$66.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$145M
2
American Century Companies
American Century Companies
Missouri
-$68.4M
3
Invesco
Invesco
Georgia
-$49.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
5
Ameriprise
Ameriprise
Minnesota
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
226
Penn Capital Management
Pennsylvania
$1.72M -$1.24M -23,430 -66%
BC
227
Brinker Capital
Pennsylvania
$1.71M +$25.4K +482 +1%
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M -$197K -3,729 -10%
FCI
229
Financial Counselors Inc
Kansas
$1.69M -$450K -8,516 -20%
Nomura Asset Management
230
Nomura Asset Management
Japan
$1.69M -$528 -10 -0%
SC
231
Scholtz & Company
Connecticut
$1.67M -$2.69M -50,895 -60%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$1.63M +$198K +3,756 +13%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$1.6M -$84.2K -1,594 -5%
MSV
234
MN Services Vermogensbeheer
Netherlands
$1.58M – – –
MSL
235
Mackay Shields LLC
New York
$1.55M -$47.3K -895 -3%
LPL Financial
236
LPL Financial
California
$1.5M +$135K +2,551 +9%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$1.45M +$316K +5,982 +26%
TAM
238
Tiverton Asset Management
Delaware
$1.45M -$1.52M -28,853 -50%
SAM
239
Shell Asset Management
Netherlands
$1.44M -$1.02M -19,236 -40%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$1.42M -$77.4K -1,465 -5%
MSA
241
Mason Street Advisors
Wisconsin
$1.37M -$17.3K -327 -1%
CWM
242
CIBC World Markets
New York
$1.28M -$117K -2,224 -8%
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$1.28M +$110K +2,076 +9%
ECM
244
ETrade Capital Management
Virginia
$1.28M -$42.5K -804 -3%
UCFA
245
United Capital Financial Advisors
Texas
$1.26M -$77K -1,458 -5%
SB
246
Simmons Bank
Arkansas
$1.26M +$89.2K +1,690 +7%
CPIM
247
Columbia Partners Investment Management
Virginia
$1.25M – – –
ZB
248
Zions Bancorporation
Utah
$1.24M +$1.31M +24,802 New
CL
249
CSS LLC
Illinois
$1.19M – – –
DCM
250
Dupont Capital Management
Delaware
$1.14M -$1.2M -22,725 -50%
8 9
10
11 12

ZION Hedge Fund Activity: Q3 2018 in Review

521 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2018, worth a combined $9.22B — down 6.4% from $9.85B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ZION and 50 opened new positions — a net loss of 12 holders — while 217 trimmed existing stakes and 164 added.

The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Millennium Management, cutting an estimated $145M.

  • 521 institutional investors held Zions Bancorporation (ZION) as of Q3 2018, down from 539 in Q2 2018.
  • Funds reported $9.22B of Zions Bancorporation stock for Q3 2018, down 6.4% quarter-over-quarter.
  • 50 funds opened new Zions Bancorporation positions in Q3 2018 and 62 closed out, a net change of -12 holders.
  • The largest Zions Bancorporation buyer in Q3 2018 was Citadel Advisors, an estimated $171M added.
  • The largest Zions Bancorporation seller in Q3 2018 was Millennium Management, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2018.