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Zions Bancorporation

474 hedge funds and large institutions have $8.49B invested in Zions Bancorporation in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 199 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

59% more call options, than puts

Call options by funds: $127M | Put options by funds: $79.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $7.38B → $8.49B (+$1.11B)

7% more funds holding

Funds holding: 441474 (+33)

2.33% more ownership

Funds ownership: 93.7%96.03% (+2.3%)

38% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 199

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
81
Increased
123
Reduced
199
Closed
38
Calls
$127M
Puts
$79.7M
Net Calls
+$46.8M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gotham Asset Management
New York
$489K +$457K +9,414 New
APA
302
American Portfolios Advisors
New York
$484K -$117K -2,413 -21%
SCA
303
Sippican Capital Advisors
Massachusetts
$483K +$19.4K +400 +4%
MA
304
Mutual Advisors
Nebraska
$482K -$3.83K -79 -0.8%
LPL Financial
305
LPL Financial
California
$458K +$29.8K +614 +7%
DWA
306
Divergent Wealth Advisors
Utah
$456K
KRS
307
Kentucky Retirement Systems
Kentucky
$455K -$14.5K -298 -3%
RIG
308
Ramiah Investment Group
Wisconsin
$454K +$424K +8,737 New
WCM
309
Wedge Capital Management
North Carolina
$448K -$65.2K -1,344 -13%
American Century Companies
310
American Century Companies
Missouri
$445K +$137K +2,812 +49%
FC
311
FORA Capital
Florida
$444K +$415K +8,550 New
VF
312
Virtu Financial
New York
$440K +$411K +8,468 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$435K
SS
314
Sunbelt Securities
Texas
$432K
PCM
315
Penn Capital Management
Pennsylvania
$428K -$298K -6,134 -43%
AAM
316
Advisors Asset Management
Colorado
$425K -$175K -3,603 -31%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$421K -$19.4K -400 -5%
JMPWA
318
JP Morgan Private Wealth Advisors
California
$410K -$212K -4,364 -36%
BCV
319
Banque Cantonale Vaudoise
Switzerland
$410K +$383K +7,900 New
FBB
320
Fulton Breakefield Broenniman
Maryland
$392K +$366K +7,546 New
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$389K
AFAS
322
Acorn Financial Advisory Services
Virginia
$380K +$356K +7,328 New
PA
323
Profund Advisors
Maryland
$375K -$9.03K -186 -3%
TAF
324
Tredje AP-fonden
Sweden
$361K -$291K -5,992 -46%
FMT
325
First Mercantile Trust
Tennessee
$350K +$7.33K +151 +2%