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Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$27K – – –
First Manhattan
302
First Manhattan
New York
$27K – – –
MA
303
MCF Advisors
Kentucky
$27K – – –
FHA
304
First Horizon Advisors
Tennessee
$24K +$25.5K +875 New
WRM
305
Westport Resources Management
Connecticut
$22K – – –
TRCT
306
Tower Research Capital (TRC)
New York
$16K +$17.3K +591 New
MBT
307
Monroe Bank & Trust
Michigan
$11K – – –
HNB
308
Huntington National Bank
Ohio
$6K -$17.9K -614 -74%
SNT
309
Security National Trust
West Virginia
$6K – – –
MCM
310
Manchester Capital Management
Vermont
$5K – – –
MA
311
MUFG Americas
New York
$5K +$3.59K +123 +273%
FNBT
312
FineMark National Bank & Trust
Florida
$5K +$5.84K +200 New
MFS
313
MSI Financial Services
Massachusetts
$4K – – –
TF
314
Tompkins Financial
New York
$3K -$467 -16 -14%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
OFS
316
Orrstown Financial Services
Pennsylvania
$3K +$2.92K +100 New
Victory Capital Management
317
Victory Capital Management
Texas
$3K +$4.06K +139 New
PMFA
318
Plante Moran Financial Advisors
Michigan
$2K +$613 +21 +31%
QAM
319
QCI Asset Management
New York
$1K – – –
NES
320
New England Securities
New York
$1K +$1.4K +48 New
UB
321
UMB Bank
Missouri
$244 -$2.52M -86,340 -91%
ACPU
322
Arrowgrass Capital Partners (US)
Delaware
– -$27.9M -963,800 Closed
DCM
323
Dupont Capital Management
Delaware
– -$15.1M -522,626 Closed
WI
324
Wafra Inc
New York
– -$9.07M -313,550 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
– -$8.4M -290,606 Closed
10 11 12
13
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ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.