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Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
Maltese Capital Management
New York
– -$6.51M -225,000 Closed
ARC
327
Absolute Return Capital
Massachusetts
– -$4.82M -166,748 Closed
JAM
328
Jupiter Asset Management
United Kingdom
– -$4M -138,442 Closed
SI
329
Sprott Inc
Ontario, Canada
– -$3.67M -127,000 Closed
SC
330
Samlyn Capital
New York
– -$3.57M -123,491 Closed
FPA
331
Fieldpoint Private Advisors
New York
– -$3.16M -109,200 Closed
BF
332
BOK Financial
Oklahoma
– -$1.86M -64,356 Closed
TI
333
Turner Investments
Pennsylvania
– -$1.79M -62,020 Closed
TCM
334
Twin Capital Management
Pennsylvania
– -$1.17M -40,400 Closed
NMERB
335
New Mexico Educational Retirement Board
New Mexico
– -$847K -29,322 Closed
MCA
336
Mendon Capital Advisors
Florida
– -$723K -25,000 Closed
Calamos Advisors
337
Calamos Advisors
Illinois
– -$595K -20,600 Closed
TAM
338
Tocqueville Asset Management
New York
– -$492K -17,000 Closed
SCM
339
Sterling Capital Management
North Carolina
– -$334K -11,558 Closed
GVT
340
Genesee Valley Trust
New York
– -$308K -10,645 Closed
RCM
341
Reynolds Capital Management
Nevada
– -$249K -8,600 Closed
AIM
342
abrdn Investment Management
United Kingdom
– -$231K -7,980 Closed
Rafferty Asset Management
343
Rafferty Asset Management
New York
– -$220K -7,608 Closed
Fuller & Thaler Asset Management
344
Fuller & Thaler Asset Management
California
– -$217K -7,500 Closed
WBC
345
Westpac Banking Corp
Australia
– -$93.6K -3,745 Closed
MCM
346
Matarin Capital Management
New York
– -$78K -2,707 Closed
Parallax Volatility Advisers
347
Parallax Volatility Advisers
California
– -$16.8K -574 Closed
FHB
348
First Hawaiian Bank
Hawaii
– -$6K -211 Closed
AC
349
Alexandria Capital
Virginia
– -$4K -131 Closed
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
– -$2K -73 Closed
10 11 12 13
14

ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.