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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$1.08M +$18.2K +495 +2%
BFS
252
Bradley Foster & Sargent
Connecticut
$1.07M +$197K +5,345 +27%
SI
253
SII Investments
Wisconsin
$1.05M +$540K +14,652 +149%
NBC
254
Neuberger Berman Canada
Ontario, Canada
$1.03M -$337K -9,143 -28%
Asset Management One
255
Asset Management One
Japan
$1.03M +$885K +24,022 New
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$1.02M -$100K -2,719 -10%
CCM
257
CrestPoint Capital Management
Missouri
$1.02M – – –
CAM
258
Capstone Asset Management
Texas
$1.01M -$172K -4,670 -17%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$1.01M +$19.6K +532 +2%
William Blair Investment Management
260
William Blair Investment Management
Illinois
$1.01M -$104K -2,817 -11%
NMIMC
261
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$114K +3,101 +15%
MERSOM
262
Municipal Employees' Retirement System of Michigan
Michigan
$986K -$175K -4,750 -17%
RIM
263
Rampart Investment Management
Connecticut
$978K -$2.69K -73 -0.3%
NFG
264
Next Financial Group
Texas
$948K -$103K -2,798 -11%
NMERB
265
New Mexico Educational Retirement Board
New Mexico
$944K +$44.2K +1,200 +6%
MOACM
266
Mutual of America Capital Management
New York
$937K +$9.84K +267 +1%
HW
267
Hancock Whitney
Mississippi
$934K +$800K +21,700 New
EI
268
Elkhorn Investments
Illinois
$909K +$779K +21,130 New
OPERF
269
Oregon Public Employees Retirement Fund
Oregon
$903K +$2.03K +55 +0.3%
AIA
270
Avalon Investment & Advisory
Texas
$895K +$359K +9,752 +88%
SCM
271
Sterling Capital Management
North Carolina
$893K -$6.63K -180 -0.9%
MAM
272
Meeder Asset Management
Ohio
$881K -$847 -23 -0.1%
SAM
273
Securian Asset Management
Minnesota
$866K +$3.65K +99 +0.5%
RJFSA
274
Raymond James Financial Services Advisors
Florida
$845K -$105K -2,840 -13%
Nordea Investment Management
275
Nordea Investment Management
Sweden
$810K -$129K -3,493 -16%
9 10
11
12 13

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.