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Zions Bancorporation

317 hedge funds and large institutions have $4.78B invested in Zions Bancorporation in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $18.2M

2% less funds holding

Funds holding: 325317 (-8)

8% less capital invested

Capital invested by funds: $5.17B → $4.78B (-$394M)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 131

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
317
Holders Change
-8
Holders Change %
-2.46%
% of All Funds
9.11%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
99
Reduced
131
Closed
38
Calls
$70.1M
Puts
$18.2M
Net Calls
+$51.9M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$238K +$115K +3,900 +93%
AIM
252
abrdn Investment Management
United Kingdom
$231K +$230K +7,826 New
Mitsubishi UFJ Trust & Banking
253
Mitsubishi UFJ Trust & Banking
Japan
$226K -$27.1K -923 -11%
BGAM
254
Boussard & Gavaudan Asset Management
United Kingdom
$225K +$225K +7,643 New
JMPWA
255
JP Morgan Private Wealth Advisors
California
$223K -$10.9K -371 -5%
OA
256
OFI Advisors
Pennsylvania
$223K +$19.7K +670 +10%
IMS
257
Index Management Solutions
Pennsylvania
$214K +$128K +4,341 +149%
BP
258
Banyan Partners
Florida
$208K
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$200K -$67.9K -2,310 -25%
MERSOM
260
Municipal Employees' Retirement System of Michigan
Michigan
$186K
VIP
261
Vantage Investment Partners
Missouri
$152K
CBOA
262
Commonwealth Bank of Australia
Australia
$141K +$141K +4,800 New
OMCS
263
Old Mutual Customised Solutions
South Africa
$139K
IGIM
264
I.G. Investment Management
Manitoba, Canada
$131K +$131K +4,452 New
LTFS
265
Ladenburg Thalmann Financial Services
Florida
$124K +$57.3K +1,949 +86%
PAM
266
PartnerRe Asset Management
Connecticut
$116K -$15.8K -537 -12%
GT
267
Glenmede Trust
Pennsylvania
$112K -$5.23M -177,946 -98%
LIA
268
LS Investment Advisors
Michigan
$105K +$3.23K +110 +3%
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
$103K +$15.8K +537 +18%
SIM
270
Sentry Investment Management
Wisconsin
$96K -$113K -3,839 -54%
RNS
271
Robert N. Shapiro
$81K
QI
272
QS Investors
New York
$77K -$150K -5,092 -66%
Nordea Investment Management
273
Nordea Investment Management
Sweden
$75K
Creative Planning
274
Creative Planning
Kansas
$72K -$18.2K -618 -20%
PTC
275
Private Trust Company
Ohio
$72K -$6.64K -226 -8%

ZION Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2014, worth a combined $4.78B — down 7.6% from $5.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ZION and 33 opened new positions — a net loss of 5 holders — while 131 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $42.7M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $76.6M sold.

  • 317 institutional investors held Zions Bancorporation (ZION) as of Q2 2014, down from 325 in Q1 2014.
  • Funds reported $4.78B of Zions Bancorporation stock for Q2 2014, down 7.6% quarter-over-quarter.
  • 33 funds opened new Zions Bancorporation positions in Q2 2014 and 38 closed out, a net change of -5 holders.
  • The largest Zions Bancorporation buyer in Q2 2014 was Invesco, an estimated $42.7M added.
  • The largest Zions Bancorporation seller in Q2 2014 was Discovery Capital Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2014.