We are live on ! Find out more
ZION icon

Zions Bancorporation

409 hedge funds and large institutions have $4.91B invested in Zions Bancorporation in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $4.25B → $4.91B (+$657M)

2% less funds holding

Funds holding: 418409 (-9)

8.43% less ownership

Funds ownership: 96.66%88.23% (-8.4%)

10% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 69

30% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $40.1M

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

Holders
409
Holders Change
-9
Holders Change %
-2.15%
% of All Funds
8.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
62
Increased
114
Reduced
178
Closed
69
Calls
$28.1M
Puts
$40.1M
Net Calls
-$12M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
301
Divergent Wealth Advisors
Utah
$213K +$199K +6,279 New
SS
302
Simplicity Solutions
Minnesota
$211K +$197K +6,207 New
V
303
Veritable
Delaware
$210K +$196K +6,189 New
William Blair & Company
304
William Blair & Company
Illinois
$208K +$194K +6,112 New
PHAM
305
Palisades Hudson Asset Management
Florida
$208K +$194K +6,118 New
FIM
306
Fruth Investment Management
Texas
$207K +$193K +6,100 New
VFA
307
Voya Financial Advisors
Connecticut
$206K +$197K +6,225 New
JIC
308
Johnson Investment Counsel
Ohio
$202K +$188K +5,930 New
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$201K
SFM
310
Systematic Financial Management
New Jersey
$163K -$110K -3,490 -42%
DCM
311
Dupont Capital Management
Delaware
$123K -$2.12K -67 -2%
VI
312
Vestcor Inc
New Brunswick, Canada
$123K -$982 -31 -0.8%
Parallax Volatility Advisers
313
Parallax Volatility Advisers
California
$115K +$4.21K +133 +4%
PAG
314
Private Advisor Group
New Jersey
$115K +$107K +3,377 New
OPS
315
Orion Portfolio Solutions
Nebraska
$109K +$27.9K +881 +38%
TPCW
316
TD Private Client Wealth
New York
$108K +$19.3K +609 +24%
CT
317
Caldwell Trust
Florida
$106K
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$97K -$98.9K -3,125 -52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
319
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$96K +$89.4K +2,823 New
AIP
320
Ameritas Investment Partners
Nebraska
$95K
QCG
321
Quadrant Capital Group
Ohio
$89K -$45.9K -1,451 -36%
S
322
SignatureFD
Georgia
$88K +$32.2K +1,017 +65%
CIA
323
CSat Investment Advisory
Michigan
$85K +$37.6K +1,187 +92%
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$81.6K
TRCT
325
Tower Research Capital (TRC)
New York
$78K -$181K -5,713 -71%