Zions Bancorporation
ZION
470 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, 147 reducing their positions, and 51 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
98% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 51
29% more capital invested
Capital invested by funds: $4.1B → $5.29B (+$1.19B)
12% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 147
10% more funds holding
Funds holding: 427 → 470 (+43)
2.1% more ownership
Funds ownership: 79.33% → 81.44% (+2.1%)
57% less call options, than puts
Call options by funds: $294M | Put options by funds: $688M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$72.4M |
| 2 |
Morgan Stanley
New York
|
+$70.3M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$48.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$48M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$86.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$62.1M |
| 4 |
Millennium Management
New York
|
-$59.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$51.1M |
ZION Hedge Fund Activity: Q4 2023 in Review
470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2023, worth a combined $5.29B — up 29% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new ZION positions and 51 closed out — a net gain of 50 holders — while 165 added to existing stakes and 147 trimmed.
The largest buyer was State Street, adding an estimated $72.4M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $86.6M sold.
- 470 institutional investors held Zions Bancorporation (ZION) as of Q4 2023, up from 427 in Q3 2023.
- Funds reported $5.29B of Zions Bancorporation stock for Q4 2023, up 29% quarter-over-quarter.
- 101 funds opened new Zions Bancorporation positions in Q4 2023 and 51 closed out, a net change of +50 holders.
- The largest Zions Bancorporation buyer in Q4 2023 was State Street, an estimated $72.4M added.
- The largest Zions Bancorporation seller in Q4 2023 was Loomis, Sayles & Company, an estimated $86.6M sold.
Based on aggregated 13F filings for Q4 2023.