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Zions Bancorporation

332 hedge funds and large institutions have $5.02B invested in Zions Bancorporation in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $87.2M | Put options by funds: $24.7M

70% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 89

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

5% more capital invested

Capital invested by funds: $4.78B → $5.02B (+$244M)

5% more funds holding

Funds holding: 317332 (+15)

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
9.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
151
Reduced
89
Closed
30
Calls
$87.2M
Puts
$24.7M
Net Calls
+$62.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
SRB Corp
Massachusetts
$139K +$139K +4,791 New
OMCS
277
Old Mutual Customised Solutions
South Africa
$137K
IGIM
278
I.G. Investment Management
Manitoba, Canada
$129K
KBC Group
279
KBC Group
Belgium
$125K -$6.38M -219,880 -98%
LTFS
280
Ladenburg Thalmann Financial Services
Florida
$121K -$1.54K -53 -1%
Toronto Dominion Bank
281
Toronto Dominion Bank
Ontario, Canada
$111K +$9.84K +339 +10%
PAM
282
PartnerRe Asset Management
Connecticut
$108K -$6.53K -225 -6%
LIA
283
LS Investment Advisors
Michigan
$107K +$3.6K +124 +3%
Nomura Holdings
284
Nomura Holdings
Japan
$100K -$2.01M -69,317 -95%
SIM
285
Sentry Investment Management
Wisconsin
$84K -$10.4K -357 -11%
RNS
286
Robert N. Shapiro
$82K +$2.29K +79 +3%
QI
287
QS Investors
New York
$76K
Nordea Investment Management
288
Nordea Investment Management
Sweden
$74K
BA
289
BlackRock Advisors
Delaware
$66K -$5.34M -183,972 -99%
Creative Planning
290
Creative Planning
Kansas
$64K -$6.91K -238 -10%
WT
291
Whittier Trust
California
$64K
Manulife (Manufacturers Life Insurance)
292
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.9K +$659K +22,686 +1%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$51K +$7.2K +248 +16%
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$49K +$49.4K +1,700 New
WTC
295
WhitTier Trust Company
Nevada
$44K
GIS
296
Guardian Investor Services
New York
$42K +$1.71K +59 +4%
KT
297
Kanaly Trust
Texas
$36K
WA
298
WealthTrust-Arizona
Arizona
$35K
GLI
299
Guardian Life Insurance
New York
$34K +$3.22K +111 +11%
AAM
300
Advisors Asset Management
Colorado
$32K +$2.9K +100 +10%

ZION Hedge Fund Activity: Q3 2014 in Review

332 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2014, worth a combined $5.02B — up 5.1% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ZION positions and 30 closed out — a net gain of 18 holders — while 151 added to existing stakes and 89 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $125M. The largest seller was Wells Fargo, cutting an estimated $266M.

  • 332 institutional investors held Zions Bancorporation (ZION) as of Q3 2014, up from 317 in Q2 2014.
  • Funds reported $5.02B of Zions Bancorporation stock for Q3 2014, up 5.1% quarter-over-quarter.
  • 48 funds opened new Zions Bancorporation positions in Q3 2014 and 30 closed out, a net change of +18 holders.
  • The largest Zions Bancorporation buyer in Q3 2014 was NWQ Investment Management Company, an estimated $125M added.
  • The largest Zions Bancorporation seller in Q3 2014 was Wells Fargo, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2014.