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Zions Bancorporation
ZION

Overview Fund Activity

490 hedge funds and large institutions have $5.97B invested in Zions Bancorporation in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 169 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
65
Increased
169
Reduced
190
Closed
56
Calls
$35.2M
Puts
$16M
Net Calls
+$19.2M
Net Calls Change
+$10.4M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$70.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B
3
LSV Asset Management
3
LSV Asset Management
Illinois
$232M
4
Goldman Sachs
4
Goldman Sachs
New York
$55.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$68.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.7M
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$41.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$445K -$33K -671 -7%
SC
277
Sonen Capital
California
$442K – – –
Neuberger Berman Group
278
Neuberger Berman Group
New York
$441K -$535K -10,892 -55%
MLICM
279
Metropolitan Life Insurance Company (MetLife)
New York
$425K -$7.47K -152 -2%
BOH
280
Bank of Hawaii
Hawaii
$424K -$33K -672 -7%
JPMPWA
281
J.P. Morgan Private Wealth Advisors
California
$419K +$62.7K +1,275 +18%
VIA
282
Vident Investment Advisory
Georgia
$417K +$94.1K +1,914 +29%
BC
283
Bridgefront Capital
Texas
$414K +$414K +8,424 New
B
284
Bailard
California
$413K +$413K +8,410 New
CIM
285
Contravisory Investment Management
Massachusetts
$411K – – –
CGH
286
Crossmark Global Holdings
Texas
$403K -$30.8K -626 -7%
BOS
287
Bank of Stockton
California
$398K -$27.8K -565 -7%
V
288
Veritable
Delaware
$397K +$95.5K +1,943 +32%
NB
289
Norinchukin Bank
Japan
$397K -$131K -2,669 -25%
IP
290
Isthmus Partners
Wisconsin
$389K – – –
CA
291
Clearstead Advisors
Ohio
$389K – – –
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$386K +$27.4K +557 +8%
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$385K -$294K -5,974 -43%
KPWS
294
Kestra Private Wealth Services
Texas
$377K -$39K -794 -9%
BCI
295
Brinker Capital Investments
Pennsylvania
$375K +$13.6K +277 +4%
MAM
296
Meeder Asset Management
Ohio
$375K -$103K -2,088 -22%
YIH
297
Y-Intercept (HK)
Hong Kong
$370K -$15.2K -310 -4%
CA
298
Carson Advisory
Georgia
$365K – – –
AC
299
Apella Capital
Connecticut
$359K -$12.4K -253 -3%
MA
300
Mutual Advisors
Nebraska
$359K -$80.1K -1,629 -18%
10 11
12
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