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Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
276
PartnerRe Asset Management
Connecticut
$129K -$17.9K -613 -12%
PG
277
PEAK6 Group
Illinois
$105K -$96.5K -3,305 -30%
TAS
278
TIFF Advisory Services
Pennsylvania
$104K – – –
QBFM
279
QS Batterymarch Financial Management
New York
$92K -$6.57K -225 -6%
LTFS
280
Ladenburg Thalmann Financial Services
Florida
$92K -$2.95K -101 -3%
MUMSS
281
Mitsubishi UFJ Morgan Stanley Securities
Japan
$87K +$63.9K +2,190 +219%
RNS
282
Robert N. Shapiro
$82K – – –
Creative Planning
283
Creative Planning
Kansas
$80K +$24.2K +829 +40%
ECM
284
ETrade Capital Management
Virginia
$77K +$56.9K +1,950 +223%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$72K -$11.1K -379 -13%
PTC
286
Private Trust Company
Ohio
$70K -$1.08K -37 -1%
Nordea Investment Management
287
Nordea Investment Management
Sweden
$70K – – –
Canada Pension Plan Investment Board
288
Canada Pension Plan Investment Board
Ontario, Canada
$66K +$70K +2,400 New
GLI
289
Guardian Life Insurance
New York
$61K – – –
WT
290
Whittier Trust
California
$59K – – –
LIA
291
LS Investment Advisors
Michigan
$57K +$31.5K +1,080 +109%
SAV
292
Schutz Anton Villars
$55K +$58.4K +2,000 New
IMS
293
Index Management Solutions
Pennsylvania
$55K +$58.9K +2,018 New
M&T Bank
294
M&T Bank
New York
$44K – – –
WTC
295
WhitTier Trust Company
Nevada
$41K – – –
GIS
296
Guardian Investor Services
New York
$40K -$584 -20 -1%
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.5K +$627K +21,465 +2%
DADC
298
D.A. Davidson & Co
Montana
$34K – – –
WA
299
WealthTrust-Arizona
Arizona
$33K – – –
AAM
300
Advisors Asset Management
Colorado
$30K – – –
10 11
12
13 14

ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.