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Zions Bancorporation

441 hedge funds and large institutions have $7.38B invested in Zions Bancorporation in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 212 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $308M | Put options by funds: $65.2M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.79% less ownership

Funds ownership: 94.49%93.7% (-0.79%)

7% less capital invested

Capital invested by funds: $7.91B → $7.38B (-$532M)

12% less funds holding

Funds holding: 502441 (-61)

43% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 212

61% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 99

Holders
441
Holders Change
-61
Holders Change %
-12.15%
% of All Funds
9.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
120
Reduced
212
Closed
99
Calls
$308M
Puts
$65.2M
Net Calls
+$242M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Sunbelt Securities
Texas
$370K +$360K +8,320 New
LPL Financial
302
LPL Financial
California
$365K -$792K -18,335 -69%
CC
303
Centiva Capital
New York
$348K +$32.3K +748 +11%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$334K
MYIA
305
Mount Yale Investment Advisors
Colorado
$330K -$64.5K -1,492 -19%
PA
306
Profund Advisors
Maryland
$330K +$55K +1,272 +21%
AWM
307
Avior Wealth Management
Nebraska
$317K +$62.8K +1,454 +26%
GCA
308
Gideon Capital Advisors
New York
$316K -$154K -3,574 -33%
CANY
309
Caxton Associates (New York)
New York
$312K +$303K +7,011 New
JIC
310
Johnson Investment Counsel
Ohio
$303K +$294K +6,795 New
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$300K -$8.04K -186 -3%
WT
312
Whittier Trust
California
$300K -$1.6K -37 -0.5%
BIAS
313
Beacon Investment Advisory Services
New Jersey
$296K -$1.6K -37 -0.6%
Jane Street
314
Jane Street
New York
$295K -$595K -13,776 -68%
FMT
315
First Mercantile Trust
Tennessee
$294K -$5.83K -135 -2%
KTM
316
Keeler Thomas Management
Utah
$292K -$13.2K -306 -4%
Massachusetts Financial Services
317
Massachusetts Financial Services
Massachusetts
$286K -$3.21M -74,182 -92%
Baird Financial Group
318
Baird Financial Group
Wisconsin
$286K +$277K +6,416 New
DADC
319
D.A. Davidson & Co
Montana
$285K -$7.17K -166 -3%
V
320
Veritable
Delaware
$284K +$6.22K +144 +2%
PCMC
321
Paragon Capital Management (Colorado)
Colorado
$283K -$7.35K -170 -3%
DZ Bank
322
DZ Bank
Germany
$275K
BC
323
Brinker Capital
Pennsylvania
$275K -$921K -21,303 -78%
PHAM
324
Palisades Hudson Asset Management
Florida
$272K
WPW
325
Winthrop Partners - WNY
New York
$267K

ZION Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2019, worth a combined $7.38B — down 6.7% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of ZION and 39 opened new positions — a net loss of 60 holders — while 212 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $93.8M.

  • 441 institutional investors held Zions Bancorporation (ZION) as of Q3 2019, down from 502 in Q2 2019.
  • Funds reported $7.38B of Zions Bancorporation stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 39 funds opened new Zions Bancorporation positions in Q3 2019 and 99 closed out, a net change of -60 holders.
  • The largest Zions Bancorporation buyer in Q3 2019 was Wellington Management Group, an estimated $162M added.
  • The largest Zions Bancorporation seller in Q3 2019 was Millennium Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2019.