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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
301
CIBC World Markets
New York
$601K +$515K +13,974 New
TRCT
302
Tower Research Capital (TRC)
New York
$596K +$487K +13,211 +2,064%
CAN
303
Cetera Advisor Networks
California
$566K +$3.68K +100 +0.8%
PA
304
Profund Advisors
Maryland
$557K +$195K +5,306 +69%
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$551K -$11.1K -300 -2%
P8IP
306
Pier 88 Investment Partners
California
$551K +$472K +12,800 New
RCM
307
Riverhead Capital Management
Delaware
$538K -$287K -7,800 -38%
Tudor Investment Corp
308
Tudor Investment Corp
Connecticut
$526K -$68.1K -1,848 -13%
LAIC
309
Lederer & Associates Investment Counsel
California
$524K +$449K +12,175 New
Sumitomo Mitsui Trust Group
310
Sumitomo Mitsui Trust Group
Japan
$516K +$74.1K +2,012 +20%
AL
311
Agran Libbie
California
$504K – – –
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$503K -$1.36K -37 -0.3%
IG
313
ING Group
Netherlands
$502K +$151K +4,097 +54%
OA
314
Oak Associates
Ohio
$500K – – –
CC
315
Cipher Capital
New York
$491K +$420K +11,411 New
Squarepoint
316
Squarepoint
New York
$477K +$408K +11,072 New
Stifel Financial
317
Stifel Financial
Missouri
$475K +$406K +11,021 New
GS
318
GAM Systematic
United Kingdom
$458K +$61.8K +1,678 +19%
RCM
319
Radnor Capital Management
Pennsylvania
$453K +$388K +10,530 New
SCA
320
Salient Capital Advisors
Texas
$449K -$207K -5,608 -35%
FMT
321
First Mercantile Trust
Tennessee
$448K -$1.15M -31,210 -75%
JMPWA
322
JP Morgan Private Wealth Advisors
California
$446K -$78.3K -2,124 -17%
OI
323
Oakbrook Investments
Illinois
$445K -$62.6K -1,700 -14%
EMG
324
Ellington Management Group
Connecticut
$443K +$379K +10,300 New
Rafferty Asset Management
325
Rafferty Asset Management
New York
$436K -$126K -3,410 -25%
11 12
13
14 15

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.