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Zions Bancorporation
ZION

Overview Fund Activity

456 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-11
Holders Change %
-2.36%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
164
Reduced
169
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M

Top Buyers

1
BlackRock
BlackRock
New York
$593M
2
Millennium Management
Millennium Management
New York
$95.5M
3
Citadel Advisors
Citadel Advisors
Florida
$88.6M
4
WCM
Wedge Capital Management
North Carolina
$40.3M
5
Charles Schwab
Charles Schwab
California
$196M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Invesco
Invesco
Georgia
$57.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$745M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$81.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$496K +$453K +10,429 +1,043%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$495K – – –
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$489K +$133K +3,061 +37%
VI
254
Vestcor Inc
New Brunswick, Canada
$484K – – –
KBC Group
255
KBC Group
Belgium
$480K +$27.1K +624 +6%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$474K +$474K +10,916 New
KAS
257
Kestra Advisory Services
Texas
$473K +$33.7K +776 +8%
AFAS
258
Acorn Financial Advisory Services
Virginia
$462K -$44.7K -1,031 -9%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$460K +$72.9K +1,680 +19%
FTDI
260
First Trust Direct Indexing
Massachusetts
$457K -$61.1K -1,407 -12%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$453K – – –
HWM
262
HB Wealth Management
Georgia
$451K +$62.2K +1,432 +16%
OTL
263
Oak Thistle LLC
New York
$448K -$348K -8,013 -44%
ECM
264
EMC Capital Management
Texas
$445K +$288K +6,635 +184%
BFM
265
Boothbay Fund Management
New York
$445K +$165K +3,808 +59%
WI
266
WBI Investments
New Jersey
$444K -$655K -15,086 -60%
MFS
267
Mirabella Financial Services
United Kingdom
$438K +$438K +10,082 New
AWM
268
Avaii Wealth Management
Wisconsin
$429K -$17.9K -412 -4%
EWA
269
EP Wealth Advisors
California
$412K +$28.4K +654 +7%
STA
270
Summit Trail Advisors
New York
$410K +$4.38K +101 +1%
GRP
271
Global Retirement Partners
California
$408K +$154K +3,545 +61%
M&T Bank
272
M&T Bank
New York
$407K -$56.9K -1,311 -12%
Amundi
273
Amundi
France
$407K -$12.2K -310 -3%
SPC
274
Sigma Planning Corp
Michigan
$405K +$194K +4,480 +92%
GT
275
Glenmede Trust
Pennsylvania
$393K -$96K -2,211 -20%
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