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Zions Bancorporation

418 hedge funds and large institutions have $4.25B invested in Zions Bancorporation in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 165 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 96.03%96.66% (+0.63%)

12% less funds holding

Funds holding: 474418 (-56)

17% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 165

46% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 111

50% less capital invested

Capital invested by funds: $8.49B → $4.25B (-$4.24B)

52% less call options, than puts

Call options by funds: $33.2M | Put options by funds: $69.2M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
418
Holders Change
-56
Holders Change %
-11.81%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
137
Reduced
165
Closed
111
Calls
$33.2M
Puts
$69.2M
Net Calls
-$36M
Net Calls Change
-$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
276
Rafferty Asset Management
New York
$312K -$963K -23,370 -67%
KRS
277
Kentucky Retirement Systems
Kentucky
$312K +$118K +2,872 +33%
COPPSERS
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$291K -$3.54K -86 -0.8%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$288K -$138K -3,350 -24%
BB
280
Busey Bank
Illinois
$288K -$10.2K -247 -2%
M&T Bank
281
M&T Bank
New York
$287K -$1.28M -31,173 -74%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$284K -$12.6K -305 -3%
CWA
283
Carolina Wealth Advisors
South Carolina
$276K +$225K +5,466 +112%
CWM
284
Calamos Wealth Management
Illinois
$272K -$3.72M -90,380 -90%
CA
285
Callahan Advisors
Texas
$271K
Allianz Asset Management
286
Allianz Asset Management
Germany
$269K -$47.7K -1,159 -10%
WCM
287
Wedge Capital Management
North Carolina
$268K +$56.5K +1,371 +16%
GT
288
Greenleaf Trust
Michigan
$265K +$407K +9,888 New
PI
289
PineBridge Investments
New York
$264K +$405K +9,835 New
SIA
290
Soltis Investment Advisors
Utah
$263K +$187K +4,542 +86%
LIA
291
LS Investment Advisors
Michigan
$253K -$110K -2,672 -22%
MA
292
Mutual Advisors
Nebraska
$252K +$4.45K +108 +1%
SCA
293
Sippican Capital Advisors
Massachusetts
$249K
NMIMC
294
Northwestern Mutual Investment Management Company
Wisconsin
$238K +$93.3K +2,266 +34%
FIM
295
Freedom Investment Management
Connecticut
$229K -$1.24K -30 -0.6%
NIT
296
NumerixS Investment Technologies
British Columbia, Canada
$225K +$226K +5,491 +189%
SFM
297
Systematic Financial Management
New Jersey
$222K -$140K -3,400 -29%
JMPWA
298
JP Morgan Private Wealth Advisors
California
$218K +$9.88K +240 +3%
TRCT
299
Tower Research Capital (TRC)
New York
$214K +$320K +7,765 +3,249%
PM
300
Parametrica Management
Hong Kong
$214K +$329K +7,979 New

ZION Hedge Fund Activity: Q1 2020 in Review

418 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2020, worth a combined $4.25B — down 50% from $8.49B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of ZION and 60 opened new positions — a net loss of 51 holders — while 165 trimmed existing stakes and 137 added.

The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Parnassus Investments, exiting entirely with an estimated $100M sold.

  • 418 institutional investors held Zions Bancorporation (ZION) as of Q1 2020, down from 474 in Q4 2019.
  • Funds reported $4.25B of Zions Bancorporation stock for Q1 2020, down 50% quarter-over-quarter.
  • 60 funds opened new Zions Bancorporation positions in Q1 2020 and 111 closed out, a net change of -51 holders.
  • The largest Zions Bancorporation buyer in Q1 2020 was Victory Capital Management, an estimated $274M added.
  • The largest Zions Bancorporation seller in Q1 2020 was Parnassus Investments, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2020.