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Zions Bancorporation
ZION

310 hedge funds and large institutions have $4.82B invested in Zions Bancorporation in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $78.8M | Put options by funds: $38.2M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $4.41B → $4.82B (+$408M)

3% less funds holding

Funds holding: 321 → 310 (-11)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
310
Holders Change
-11
Holders Change %
-3.43%
% of All Funds
9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
108
Reduced
127
Closed
40
Calls
$78.8M
Puts
$38.2M
Net Calls
+$40.6M
Net Calls Change
+$13.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$69.7M
3
SFM
Soros Fund Management
New York
+$34.3M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$29M
5
BCM
Basswood Capital Management
New York
+$23.9M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$68.1M
2
FAM
Fred Alger Management
New York
-$56M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$35M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.2M
5
N
Natixis
France
-$27.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
276
Private Trust Company
Ohio
$67K -$9.59K -333 -13%
WT
277
Whittier Trust
California
$65K – – –
BA
278
BlackRock Advisors
Delaware
$64K -$7.82M -271,600 -99%
LIA
279
LS Investment Advisors
Michigan
$63K +$1.15K +40 +2%
M&T Bank
280
M&T Bank
New York
$56K +$7.92K +275 +17%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$50.6K +$48.6K +1,690 New
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6K +$5.31M +184,322 +13%
WTC
283
WhitTier Trust Company
Nevada
$45K – – –
GIS
284
Guardian Investor Services
New York
$44K – – –
KT
285
Kanaly Trust
Texas
$38K +$36.1K +1,254 New
DADC
286
D.A. Davidson & Co
Montana
$37K – – –
WA
287
WealthTrust-Arizona
Arizona
$36K – – –
MUMSS
288
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K -$59K -2,050 -64%
TRCT
289
Tower Research Capital (TRC)
New York
$34K +$15.7K +545 +92%
GLI
290
Guardian Life Insurance
New York
$31K -$33.6K -1,167 -53%
AAM
291
Advisors Asset Management
Colorado
$30K -$2.88K -100 -9%
BBHC
292
Brown Brothers Harriman & Co
New York
$30K – – –
First Manhattan
293
First Manhattan
New York
$29K – – –
MA
294
MCF Advisors
Kentucky
$27K – – –
PMFA
295
Plante Moran Financial Advisors
Michigan
$26K +$22.4K +778 +874%
WRM
296
Westport Resources Management
Connecticut
$24K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$17K -$58.8K -2,044 -78%
NES
298
New England Securities
New York
$15K +$12.5K +436 +908%
MBT
299
Monroe Bank & Trust
Michigan
$12K – – –
SNT
300
Security National Trust
West Virginia
$7K – – –
10 11
12
13 14

ZION Hedge Fund Activity: Q4 2013 in Review

310 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2013, worth a combined $4.82B — up 9.2% from $4.41B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ZION and 31 opened new positions — a net loss of 9 holders — while 127 trimmed existing stakes and 108 added.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $68.1M sold.

  • 310 institutional investors held Zions Bancorporation (ZION) as of Q4 2013, down from 321 in Q3 2013.
  • Funds reported $4.82B of Zions Bancorporation stock for Q4 2013, up 9.2% quarter-over-quarter.
  • 31 funds opened new Zions Bancorporation positions in Q4 2013 and 40 closed out, a net change of -9 holders.
  • The largest Zions Bancorporation buyer in Q4 2013 was JP Morgan Chase, an estimated $113M added.
  • The largest Zions Bancorporation seller in Q4 2013 was Systematic Financial Management, an estimated $68.1M sold.

Based on aggregated 13F filings for Q4 2013.