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Zions Bancorporation
ZION

Overview Fund Activity

467 hedge funds and large institutions have $5.29B invested in Zions Bancorporation in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+44
Holders Change %
+10.4%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
101
Increased
165
Reduced
145
Closed
50
Calls
$294M
Puts
$688M
Net Calls
-$394M
Net Calls Change
-$98.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$548M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$161M
4
Norges Bank
4
Norges Bank
Norway
$67.7M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$101M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$934K
4
Millennium Management
4
Millennium Management
New York
$785K
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
Inspire Investing
Idaho
$383K -$2.46K -56 -0.6%
P
277
Pitcairn
Pennsylvania
$374K +$20.3K +463 +6%
ECM
278
Everence Capital Management
Indiana
$370K +$370K +8,440 New
PAM
279
Panagora Asset Management
Massachusetts
$369K +$369K +8,406 New
CCM
280
Coldstream Capital Management
Washington
$368K -$19.8K -452 -5%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$360K +$360K +8,210 New
PAG
282
Private Advisor Group
New Jersey
$359K +$359K +8,174 New
CA
283
Clearstead Advisors
Ohio
$357K -$307K -6,994 -46%
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$349K -$1.54K -35 -0.4%
Truist Financial
285
Truist Financial
North Carolina
$342K +$2.19K +50 +0.6%
MA
286
Mutual Advisors
Nebraska
$341K -$31.8K -726 -9%
CA
287
Carson Advisory
Georgia
$340K -$3.25K -74 -0.9%
PA
288
Profund Advisors
Maryland
$337K +$337K +7,685 New
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$337K – – –
BPC
290
Banque Pictet & Cie
Switzerland
$337K +$337K +7,674 New
CL
291
CSS LLC
Illinois
$329K – – –
SAM
292
Smartleaf Asset Management
Massachusetts
$328K +$328K +7,353 New
PCMC
293
Paragon Capital Management (Colorado)
Colorado
$321K -$80.3K -1,830 -20%
GWM
294
Geneos Wealth Management
Colorado
$321K +$570 +13 +0.2%
WPC
295
Wedmont Private Capital
Pennsylvania
$320K +$320K +7,179 New
PE
296
Point72 Europe
United Kingdom
$319K +$319K +7,265 New
LFAS
297
Level Four Advisory Services
Texas
$318K -$74.1K -1,688 -19%
PWS
298
Peterson Wealth Services
Utah
$314K -$3.48M -78,422 -92%
AWM
299
Axxcess Wealth Management
California
$311K -$233K -5,300 -43%
MG
300
Mather Group
Illinois
$308K +$40.8K +930 +15%
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