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Zions Bancorporation

502 hedge funds and large institutions have $7.91B invested in Zions Bancorporation in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 166 increasing their positions, 221 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $234M | Put options by funds: $102M

0.03% less ownership

Funds ownership: 94.52%94.49% (-0.03%)

1% less capital invested

Capital invested by funds: $7.98B → $7.91B (-$70.7M)

9% less funds holding

Funds holding: 554502 (-52)

25% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 221

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 80

Holders
502
Holders Change
-52
Holders Change %
-9.39%
% of All Funds
10.9%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
34
Increased
166
Reduced
221
Closed
80
Calls
$234M
Puts
$102M
Net Calls
+$133M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
326
Point72 Hong Kong
Hong Kong
$463K +$421K +9,110 +956%
TI
327
Trexquant Investment
Connecticut
$461K +$464K +10,023 New
USGIU
328
U.S. Global Investors (USGI)
Texas
$436K -$44.8K -968 -9%
AIM
329
Achmea Investment Management
Netherlands
$436K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$435K
MA
331
Mutual Advisors
Nebraska
$428K +$1.9K +41 +0.4%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$427K -$27.8K -600 -6%
CCIA
333
Campbell & Co Investment Adviser
Maryland
$427K +$430K +9,295 New
Commonwealth Equity Services
334
Commonwealth Equity Services
Massachusetts
$422K -$146K -3,148 -26%
APA
335
American Portfolios Advisors
New York
$420K +$16.5K +357 +4%
AP
336
Advisor Partners
California
$416K +$65.9K +1,425 +19%
SCA
337
Sippican Capital Advisors
Massachusetts
$409K
VIA
338
Vident Investment Advisory
Georgia
$409K +$26.4K +570 +7%
HF
339
HRT Financial
New York
$407K -$45.5K -983 -10%
DWA
340
Divergent Wealth Advisors
Utah
$404K +$24.7K +533 +6%
KRS
341
Kentucky Retirement Systems
Kentucky
$391K +$16.8K +363 +4%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$389K +$391K +8,452 New
IG
343
ING Group
Netherlands
$386K -$19.5K -422 -5%
FPFS
344
First Personal Financial Services
North Carolina
$384K
GW
345
GW & Wade
Massachusetts
$380K +$1.76K +38 +0.5%
HIC
346
Holderness Investments Company
North Carolina
$360K -$9.25K -200 -2%
FIM
347
Freedom Investment Management
Connecticut
$356K -$19.3K -417 -5%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$352K -$38.9K -841 -10%
GIA
349
Gateway Investment Advisers
Ohio
$350K -$36.7K -794 -9%
HI
350
Horizon Investments
North Carolina
$349K +$114K +2,471 +48%

ZION Hedge Fund Activity: Q2 2019 in Review

502 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2019, worth a combined $7.91B — down 0.89% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of ZION and 34 opened new positions — a net loss of 46 holders — while 221 trimmed existing stakes and 166 added.

The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was American Century Companies, exiting entirely with an estimated $110M sold.

  • 502 institutional investors held Zions Bancorporation (ZION) as of Q2 2019, down from 554 in Q1 2019.
  • Funds reported $7.91B of Zions Bancorporation stock for Q2 2019, down 0.89% quarter-over-quarter.
  • 34 funds opened new Zions Bancorporation positions in Q2 2019 and 80 closed out, a net change of -46 holders.
  • The largest Zions Bancorporation buyer in Q2 2019 was Victory Capital Management, an estimated $148M added.
  • The largest Zions Bancorporation seller in Q2 2019 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2019.