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Zions Bancorporation
ZION

Overview Fund Activity

467 hedge funds and large institutions have $5.29B invested in Zions Bancorporation in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+44
Holders Change %
+10.4%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
101
Increased
165
Reduced
145
Closed
50
Calls
$294M
Puts
$688M
Net Calls
-$394M
Net Calls Change
-$98.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$548M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$161M
4
Norges Bank
4
Norges Bank
Norway
$67.7M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$101M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$934K
4
Millennium Management
4
Millennium Management
New York
$785K
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
226
Zacks Investment Management
Illinois
$672K +$7.5K +171 +1%
NA
227
NewEdge Advisors
Louisiana
$664K +$323K +7,429 +95%
TWA
228
TCI Wealth Advisors
Arizona
$654K -$44 -1 -0%
CCA
229
Cottonwood Capital Advisors
Utah
$639K +$219 +5 +0%
GCP
230
GSA Capital Partners
United Kingdom
$632K +$632K +14,396 New
MIA
231
MainStreet Investment Advisors
Illinois
$624K -$5.22K -119 -0.8%
PH
232
Pinnacle Holdings
Oklahoma
$591K – – –
PWA
233
Physician Wealth Advisors
Utah
$583K +$6.5K +150 +1%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$579K -$31.9K -728 -5%
CST
235
Charles Schwab Trust
Nevada
$570K – – –
SG Americas Securities
236
SG Americas Securities
New York
$562K -$684K -15,598 -55%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$561K -$29.1K -665 -5%
SSA
238
Sierra Summit Advisors
Nevada
$557K +$557K +12,697 New
GCM
239
Greenland Capital Management
New York
$549K +$549K +12,521 New
UCFA
240
United Capital Financial Advisors
Texas
$545K +$545K +12,420 New
H
241
HoyleCohen
California
$544K +$219 +5 +0%
VCG
242
Vantage Consulting Group
Virginia
$528K -$91.6K -2,087 -15%
SACTSONJ
243
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$526K – – –
FTDI
244
First Trust Direct Indexing
Massachusetts
$524K -$13.7K -313 -3%
KRS
245
Kentucky Retirement Systems
Kentucky
$520K +$26.5K +605 +5%
SWM
246
Sendero Wealth Management
Texas
$518K +$51.1K +1,165 +11%
Verition Fund Management
247
Verition Fund Management
Connecticut
$514K -$342K -7,791 -40%
AFAS
248
Acorn Financial Advisory Services
Virginia
$513K +$5.26K +120 +1%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$508K +$4.39K +100 +0.9%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$507K – – –
8 9
10
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