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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
326
M&T Bank
New York
$433K +$43.3K +1,176 +13%
ECM
327
ETrade Capital Management
Virginia
$408K +$350K +9,490 New
EGM
328
Engineers Gate Manager
New York
$402K -$4.73M -128,424 -93%
Canada Pension Plan Investment Board
329
Canada Pension Plan Investment Board
Ontario, Canada
$392K +$335K +9,100 New
SBIA
330
Sheaff Brock Investment Advisors
Indiana
$389K +$333K +9,043 New
CIBC World Market
331
CIBC World Market
Ontario, Canada
$362K +$310K +8,413 New
RA
332
Rational Advisors
New York
$357K +$306K +8,300 New
MCM
333
MAI Capital Management
Ohio
$354K -$137K -3,718 -31%
Janus Henderson Group
334
Janus Henderson Group
United Kingdom
$323K – – –
CCM
335
Cadence Capital Management
Massachusetts
$323K +$21.4K +582 +8%
DTL
336
Dynamic Technology Lab
Singapore
$323K +$277K +7,505 New
CIAN
337
Capstone Investment Advisors (Netherlands)
New York
$318K +$272K +7,392 New
CI
338
Cigna Investments
Connecticut
$314K +$269K +7,305 New
O
339
OppenheimerFunds
New York
$298K +$255K +6,931 New
MC
340
Menta Capital
California
$287K +$246K +6,679 New
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$284K -$1.55K -42 -0.6%
NB
342
Norinchukin Bank
Japan
$272K +$233K +6,324 New
Zurich Cantonal Bank
343
Zurich Cantonal Bank
Switzerland
$271K – – –
W
344
Wealthfront
California
$271K +$232K +6,308 New
CC
345
ClearArc Capital
Ohio
$268K +$229K +6,223 New
AIU
346
Algebris Investments (UK)
United Kingdom
$265K +$227K +6,165 New
TI
347
Trexquant Investment
Connecticut
$258K +$221K +6,000 New
SS
348
Simplicity Solutions
Minnesota
$255K +$218K +5,930 New
GAM
349
Gotham Asset Management
New York
$249K -$147K -3,978 -41%
AZA
350
Arthur Zaske & Associates
Michigan
$243K +$208K +5,644 New
12 13
14
15 16

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.