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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
276
Wexford Capital
Florida
$799K +$684K +18,570 New
WAM
277
World Asset Management
Michigan
$786K -$58.1K -1,576 -8%
PAM
278
Princeton Alpha Management
New Jersey
$784K +$671K +18,213 New
C
279
CFO4Life
Texas
$750K +$16.1K +438 +3%
LPL Financial
280
LPL Financial
California
$739K +$276K +7,488 +78%
Simplex Trading
281
Simplex Trading
Illinois
$730K +$625K +16,967 New
SB
282
Suntrust Banks
Georgia
$722K -$133K -3,610 -18%
Teacher Retirement System of Texas
283
Teacher Retirement System of Texas
Texas
$705K -$201K -5,468 -25%
LMGAM
284
Liberty Mutual Group Asset Management
Massachusetts
$703K +$76.9K +2,088 +15%
CPIM
285
Columbia Partners Investment Management
Virginia
$700K +$600K +16,277 New
Credit Agricole
286
Credit Agricole
France
$696K -$1.07M -29,032 -64%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$696K +$30K +815 +5%
HMS
288
Hanseatic Management Services
New Mexico
$694K +$594K +16,130 New
PH
289
Pinnacle Holdings
Oklahoma
$687K +$22.1K +600 +4%
IRF
290
IBM Retirement Fund
New York
$686K -$107K -2,899 -15%
GIA
291
Gateway Investment Advisers
Ohio
$682K -$10.5K -285 -2%
Envestnet Asset Management
292
Envestnet Asset Management
Illinois
$670K +$148K +4,006 +35%
SM
293
Sciencast Management
New Jersey
$664K +$568K +15,424 New
Natixis Advisors
294
Natixis Advisors
Massachusetts
$662K -$182K -4,933 -24%
VIA
295
Virtus Investment Advisers
Connecticut
$653K +$497K +13,489 +797%
SIM
296
Sentry Investment Management
Wisconsin
$649K +$92.3K +2,504 +20%
RJA
297
Raymond James & Associates
Florida
$646K -$445K -12,080 -45%
CWM
298
Concert Wealth Management
California
$643K +$550K +14,915 New
CIM
299
Calvert Investment Management
Maryland
$642K -$37K -1,004 -6%
KRS
300
Kentucky Retirement Systems
Kentucky
$636K -$32.9K -893 -6%
10 11
12
13 14

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.