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Zions Bancorporation

332 hedge funds and large institutions have $5.02B invested in Zions Bancorporation in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $87.2M | Put options by funds: $24.7M

70% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 89

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

5% more capital invested

Capital invested by funds: $4.78B → $5.02B (+$244M)

5% more funds holding

Funds holding: 317332 (+15)

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
9.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
151
Reduced
89
Closed
30
Calls
$87.2M
Puts
$24.7M
Net Calls
+$62.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$30K -$5.81K -200 -16%
BBHC
302
Brown Brothers Harriman & Co
New York
$29K
MA
303
MCF Advisors
Kentucky
$27K
W
304
Wealthfront
California
$24K +$5.2K +179 +28%
WRM
305
Westport Resources Management
Connecticut
$23K
FCM
306
Frontier Capital Management
Massachusetts
$22K
PTC
307
Private Trust Company
Ohio
$19K -$52.5K -1,809 -74%
LNB
308
Ledyard National Bank
$19K
FHA
309
First Horizon Advisors
Tennessee
$18K +$9.49K +327 +118%
M
310
MOTCO
Texas
$16K
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$15K -$37K -1,275 -71%
LBG
312
Lloyds Banking Group
United Kingdom
$14K -$232 -8 -2%
Twin Tree Management
313
Twin Tree Management
Texas
$14K +$13.8K +474 New
Parallax Volatility Advisers
314
Parallax Volatility Advisers
California
$13K -$385K -13,245 -97%
GAM
315
Gemmer Asset Management
California
$9K
ST
316
Spot Trading
Illinois
$8K -$5.95K -205 -42%
GSC
317
Ground Swell Capital
South Carolina
$7K -$25K -861 -79%
SNT
318
Security National Trust
West Virginia
$7K
FNBT
319
FineMark National Bank & Trust
Florida
$6K
MCM
320
Manchester Capital Management
Vermont
$5K
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
AF
322
Arrow Financial
New York
$4K +$3.77K +130 New
OFS
323
Orrstown Financial Services
Pennsylvania
$3K
CG
324
Colony Group
Massachusetts
$3K +$2.93K +101 New
Envestnet Asset Management
325
Envestnet Asset Management
Illinois
$2K

ZION Hedge Fund Activity: Q3 2014 in Review

332 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2014, worth a combined $5.02B — up 5.1% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ZION positions and 30 closed out — a net gain of 18 holders — while 151 added to existing stakes and 89 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $125M. The largest seller was Wells Fargo, cutting an estimated $266M.

  • 332 institutional investors held Zions Bancorporation (ZION) as of Q3 2014, up from 317 in Q2 2014.
  • Funds reported $5.02B of Zions Bancorporation stock for Q3 2014, up 5.1% quarter-over-quarter.
  • 48 funds opened new Zions Bancorporation positions in Q3 2014 and 30 closed out, a net change of +18 holders.
  • The largest Zions Bancorporation buyer in Q3 2014 was NWQ Investment Management Company, an estimated $125M added.
  • The largest Zions Bancorporation seller in Q3 2014 was Wells Fargo, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2014.