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Zions Bancorporation

460 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $211M | Put options by funds: $174M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

2% less funds holding

Funds holding: 470460 (-10)

5.18% less ownership

Funds ownership: 81.44%76.25% (-5.2%)

7% less capital invested

Capital invested by funds: $5.29B → $4.9B (-$392M)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

Holders
460
Holders Change
-10
Holders Change %
-2.13%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
164
Reduced
172
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
251
XTX Topco
Cayman Islands
$509K +$484K +11,739 New
UCFA
252
United Capital Financial Advisors
Texas
$503K -$34.2K -830 -7%
AWM
253
Avior Wealth Management
Nebraska
$496K +$430K +10,429 +1,043%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$495K
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$489K +$126K +3,061 +37%
VI
256
Vestcor Inc
New Brunswick, Canada
$484K
KBC Group
257
KBC Group
Belgium
$480K +$25.7K +624 +6%
TNBTD
258
Trustmark National Bank Trust Department
Mississippi
$474K +$450K +10,916 New
KAS
259
Kestra Advisory Services
Texas
$473K +$32K +776 +8%
AFAS
260
Acorn Financial Advisory Services
Virginia
$462K -$42.5K -1,031 -9%
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$460K +$69.3K +1,680 +19%
FTDI
262
First Trust Direct Indexing
Massachusetts
$457K -$58K -1,407 -12%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$453K
HWM
264
HB Wealth Management
Georgia
$451K +$59.1K +1,432 +16%
OTL
265
Oak Thistle LLC
New York
$448K -$330K -8,013 -44%
ECM
266
EMC Capital Management
Texas
$445K +$274K +6,635 +184%
BFM
267
Boothbay Fund Management
New York
$445K +$157K +3,808 +59%
WI
268
WBI Investments
New Jersey
$444K -$622K -15,086 -60%
MFS
269
Mirabella Financial Services
United Kingdom
$438K +$416K +10,082 New
AWM
270
Avaii Wealth Management
Wisconsin
$429K -$17K -412 -4%
EWA
271
EP Wealth Advisors
California
$412K +$27K +654 +7%
STA
272
Summit Trail Advisors
New York
$410K +$4.17K +101 +1%
GRP
273
Global Retirement Partners
California
$408K +$146K +3,545 +61%
M&T Bank
274
M&T Bank
New York
$407K -$54.1K -1,311 -12%
Amundi
275
Amundi
France
$407K -$12.8K -310 -3%