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Zions Bancorporation

421 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

5.74% less ownership

Funds ownership: 86.37%80.63% (-5.7%)

6% less funds holding

Funds holding: 448421 (-27)

14% less capital invested

Capital invested by funds: $3.74B → $3.21B (-$527M)

29% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $104M | Put options by funds: $362M

Holders
421
Holders Change
-27
Holders Change %
-6.03%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
166
Reduced
148
Closed
92
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$384K -$8.38K -302 -2%
FFA
227
Farther Finance Advisors
California
$380K +$258K +9,287 +190%
TRCT
228
Tower Research Capital (TRC)
New York
$375K -$591K -21,289 -60%
ECM
229
ExodusPoint Capital Management
New York
$367K -$312K -11,256 -45%
PH
230
Pinnacle Holdings
Oklahoma
$362K
CGH
231
Crossmark Global Holdings
Texas
$361K -$68.2K -2,460 -21%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$361K -$31.9K -1,149 -8%
PFO
233
Pathstone Family Office
New Jersey
$360K +$372K +13,401 New
CST
234
Charles Schwab Trust
Nevada
$355K +$361K +13,000 New
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$350K +$361K +13,028 New
TWA
236
TCI Wealth Advisors
Arizona
$346K +$12K +432 +3%
FTDI
237
First Trust Direct Indexing
Massachusetts
$344K +$80.4K +2,897 +29%
EI
238
Ellevest Inc
New York
$340K +$231K +8,331 +192%
FIM
239
Freedom Investment Management
Connecticut
$337K +$110K +3,966 +46%
Mitsubishi UFJ Trust & Banking
240
Mitsubishi UFJ Trust & Banking
Japan
$337K -$286K -10,297 -45%
H
241
HoyleCohen
California
$331K -$24.1K -868 -7%
TI
242
Tidal Investments
Wisconsin
$329K -$14.5K -521 -4%
EGM
243
Engineers Gate Manager
New York
$327K -$939K -33,853 -74%
WHG
244
Westwood Holdings Group
Texas
$326K -$6.19K -223 -2%
BAM
245
Byrne Asset Management
New Jersey
$325K -$63.1K -2,275 -16%
SACTSONJ
246
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K
AFAS
247
Acorn Financial Advisory Services
Virginia
$322K +$30.5K +1,099 +10%
JMPWA
248
JP Morgan Private Wealth Advisors
California
$322K -$444 -16 -0.1%
SAM
249
Securian Asset Management
Minnesota
$322K -$10.1K -364 -3%
KRS
250
Kentucky Retirement Systems
Kentucky
$320K +$2.16K +78 +0.7%