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Zions Bancorporation
ZION

Overview Fund Activity

417 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 147 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-27
Holders Change %
-6.08%
% of All Funds
6.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
165
Reduced
147
Closed
91
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$53.5M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$63.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$93.1M
4
Invesco
Invesco
Georgia
$105M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$143M

Top Sellers

1
EWA
EP Wealth Advisors
California
$316K
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$542M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
AAM
Ardevora Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$375K -$572K -21,289 -60%
ECM
227
ExodusPoint Capital Management
New York
$367K -$302K -11,256 -45%
PH
228
Pinnacle Holdings
Oklahoma
$362K – – –
CGH
229
Crossmark Global Holdings
Texas
$361K -$95.3K -2,460 -21%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$361K -$30.8K -1,149 -8%
PFO
231
Pathstone Family Office
New Jersey
$360K +$360K +13,401 New
CST
232
Charles Schwab Trust
Nevada
$355K +$355K +13,000 New
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$350K +$350K +13,028 New
TWA
234
TCI Wealth Advisors
Arizona
$346K +$11.6K +432 +3%
FTDI
235
First Trust Direct Indexing
Massachusetts
$344K +$77.8K +2,897 +29%
EI
236
Ellevest Inc
New York
$340K +$224K +8,331 +192%
FIM
237
Freedom Investment Management
Connecticut
$337K +$107K +3,966 +46%
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$337K -$277K -10,297 -45%
H
239
HoyleCohen
California
$331K -$23.3K -868 -7%
TI
240
Tidal Investments
Wisconsin
$329K -$14K -521 -4%
EGM
241
Engineers Gate Manager
New York
$327K -$909K -33,853 -74%
WHG
242
Westwood Holdings Group
Texas
$326K -$5.99K -223 -2%
BAM
243
Byrne Asset Management
New Jersey
$325K -$61K -2,275 -16%
SACTSONJ
244
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K – – –
AFAS
245
Acorn Financial Advisory Services
Virginia
$322K +$29.5K +1,099 +10%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$322K -$430 -16 -0.1%
SAM
247
Securian Asset Management
Minnesota
$322K -$9.78K -364 -3%
KRS
248
Kentucky Retirement Systems
Kentucky
$320K +$2.1K +78 +0.7%
EWA
249
EP Wealth Advisors
California
$316K -$315M -5,533,803 -100%
M&T Bank
250
M&T Bank
New York
$312K +$54.3K +2,021 +21%
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