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Zions Bancorporation

317 hedge funds and large institutions have $4.78B invested in Zions Bancorporation in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $18.2M

2% less funds holding

Funds holding: 325317 (-8)

8% less capital invested

Capital invested by funds: $5.17B → $4.78B (-$394M)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 131

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
317
Holders Change
-8
Holders Change %
-2.46%
% of All Funds
9.11%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
99
Reduced
131
Closed
38
Calls
$70.1M
Puts
$18.2M
Net Calls
+$51.9M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
276
Whittier Trust
California
$64K
M&T Bank
277
M&T Bank
New York
$55K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$53K +$38.2K +1,300 +258%
WTC
279
WhitTier Trust Company
Nevada
$44K
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$44K +$12.8K +435 +40%
GIS
281
Guardian Investor Services
New York
$41K -$1.41K -48 -3%
KT
282
Kanaly Trust
Texas
$37K
DADC
283
D.A. Davidson & Co
Montana
$36K
WA
284
WealthTrust-Arizona
Arizona
$35K
GSC
285
Ground Swell Capital
South Carolina
$32K +$32K +1,089 New
GLI
286
Guardian Life Insurance
New York
$31K
AAM
287
Advisors Asset Management
Colorado
$29K
BBHC
288
Brown Brothers Harriman & Co
New York
$29K
MA
289
MCF Advisors
Kentucky
$27K
CAM
290
Cortina Asset Management
Wisconsin
$25K +$24.6K +837 New
WRM
291
Westport Resources Management
Connecticut
$24K
FCM
292
Frontier Capital Management
Massachusetts
$22K +$7.06K +240 +46%
W
293
Wealthfront
California
$19K -$4.35K -148 -19%
LNB
294
Ledyard National Bank
$19K
M
295
MOTCO
Texas
$16K +$16K +543 New
LBG
296
Lloyds Banking Group
United Kingdom
$14K -$7.51M -255,515 -100%
IC
297
IKOS CIF
Cyprus
$14K -$171K -5,809 -92%
ST
298
Spot Trading
Illinois
$14K
MBT
299
Monroe Bank & Trust
Michigan
$12K
GAM
300
Gemmer Asset Management
California
$9K

ZION Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2014, worth a combined $4.78B — down 7.6% from $5.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ZION and 33 opened new positions — a net loss of 5 holders — while 131 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $42.7M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $76.6M sold.

  • 317 institutional investors held Zions Bancorporation (ZION) as of Q2 2014, down from 325 in Q1 2014.
  • Funds reported $4.78B of Zions Bancorporation stock for Q2 2014, down 7.6% quarter-over-quarter.
  • 33 funds opened new Zions Bancorporation positions in Q2 2014 and 38 closed out, a net change of -5 holders.
  • The largest Zions Bancorporation buyer in Q2 2014 was Invesco, an estimated $42.7M added.
  • The largest Zions Bancorporation seller in Q2 2014 was Discovery Capital Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2014.