Zions Bancorporation
ZION
448 hedge funds and large institutions have $3.74B invested in Zions Bancorporation in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 150 reducing their positions, and 108 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 150
2.47% more ownership
Funds ownership: 83.9% → 86.37% (+2.5%)
9% less funds holding
Funds holding: 493 → 448 (-45)
11% less call options, than puts
Call options by funds: $97.9M | Put options by funds: $110M
36% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 108
37% less capital invested
Capital invested by funds: $5.97B → $3.74B (-$2.24B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$253M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$164M |
| 3 |
Morgan Stanley
New York
|
+$74.9M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$60.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$187M |
| 2 |
JP Morgan Chase
New York
|
-$126M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$68.9M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$49.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$41.6M |
ZION Hedge Fund Activity: Q1 2023 in Review
448 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2023, worth a combined $3.74B — down 37% from $5.97B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of ZION and 69 opened new positions — a net loss of 39 holders — while 150 trimmed existing stakes and 183 added.
The largest buyer was EP Wealth Advisors, adding an estimated $253M. The largest seller was Victory Capital Management, cutting an estimated $187M.
- 448 institutional investors held Zions Bancorporation (ZION) as of Q1 2023, down from 493 in Q4 2022.
- Funds reported $3.74B of Zions Bancorporation stock for Q1 2023, down 37% quarter-over-quarter.
- 69 funds opened new Zions Bancorporation positions in Q1 2023 and 108 closed out, a net change of -39 holders.
- The largest Zions Bancorporation buyer in Q1 2023 was EP Wealth Advisors, an estimated $253M added.
- The largest Zions Bancorporation seller in Q1 2023 was Victory Capital Management, an estimated $187M sold.
Based on aggregated 13F filings for Q1 2023.