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Zions Bancorporation
ZION

Overview Fund Activity

467 hedge funds and large institutions have $5.29B invested in Zions Bancorporation in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+44
Holders Change %
+10.4%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
101
Increased
165
Reduced
145
Closed
50
Calls
$294M
Puts
$688M
Net Calls
-$394M
Net Calls Change
-$98.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$548M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$161M
4
Norges Bank
4
Norges Bank
Norway
$67.7M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$101M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$934K
4
Millennium Management
4
Millennium Management
New York
$785K
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
301
Apella Capital
Connecticut
$307K -$213 -5 -0.1%
CGH
302
Crossmark Global Holdings
Texas
$294K -$58K -1,321 -16%
Bessemer Group
303
Bessemer Group
New Jersey
$293K +$26.3K +600 +10%
Lido Advisors
304
Lido Advisors
California
$289K +$37.4K +853 +15%
MML Investors Services
305
MML Investors Services
Massachusetts
$288K +$288K +6,561 New
BFM
306
Boothbay Fund Management
New York
$282K +$282K +6,436 New
AF
307
Allworth Financial
California
$278K +$3.16K +72 +1%
IWM
308
IHT Wealth Management
Illinois
$276K – – –
DS
309
DRW Securities
Illinois
$275K +$275K +6,274 New
CFGS
310
Concourse Financial Group Securities
Alabama
$270K +$31.8K +725 +13%
William Blair & Company
311
William Blair & Company
Illinois
$267K -$77.9K -1,776 -23%
FIM
312
Fruth Investment Management
Texas
$267K – – –
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
$264K -$4.34K -99 -2%
DC
314
Davenport & Co
Virginia
$263K – – –
ISL
315
Ingalls & Snyder LLC
New York
$263K +$39.5K +900 +18%
CF
316
Centaurus Financial
California
$261K -$10K -229 -4%
CG
317
Caprock Group
Idaho
$261K -$45.5K -1,037 -15%
DLA
318
Douglas Lane & Associates
New York
$258K -$4.39K -100 -2%
VSQM
319
V-Square Quantitative Management
Illinois
$255K +$10.9K +249 +4%
IPW
320
Impact Partnership Wealth
Georgia
$254K +$64.8K +1,478 +34%
DWM
321
Drive Wealth Management
Utah
$250K +$250K +5,693 New
NP
322
NorthRock Partners
Minnesota
$248K +$248K +5,660 New
ASN
323
Advisory Services Network
Georgia
$247K -$23.8K -543 -9%
LSAG
324
Lake Street Advisors Group
New Hampshire
$246K +$246K +5,610 New
BIAS
325
Beacon Investment Advisory Services
New Jersey
$243K +$243K +5,549 New
11 12
13
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