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Zions Bancorporation

460 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $211M | Put options by funds: $174M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

2% less funds holding

Funds holding: 470460 (-10)

5.18% less ownership

Funds ownership: 81.44%76.25% (-5.2%)

7% less capital invested

Capital invested by funds: $5.29B → $4.9B (-$392M)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

Holders
460
Holders Change
-10
Holders Change %
-2.13%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
164
Reduced
172
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
326
Lake Street Advisors Group
New Hampshire
$242K -$1.53K -37 -0.7%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$241K +$41 +1 +0%
RP
328
Riverwater Partners
Wisconsin
$230K
SCA
329
Sippican Capital Advisors
Massachusetts
$230K -$173K -4,200 -44%
Baird Financial Group
330
Baird Financial Group
Wisconsin
$227K +$215K +5,219 New
EF
331
Empirical Finance
Pennsylvania
$226K +$1.69K +41 +0.8%
SM
332
Salzhauer Michael
$226K
WTC
333
WhitTier Trust Company
Nevada
$223K +$1.65K +40 +0.8%
FFM
334
Forum Financial Management
Illinois
$222K +$4.45K +108 +2%
RJT
335
Raymond James Trust
Florida
$221K -$371 -9 -0.2%
JIC
336
Johnson Investment Counsel
Ohio
$218K
SAM
337
Shikiar Asset Management
New York
$217K +$206K +5,000 New
IPW
338
Impact Partnership Wealth
Georgia
$217K -$32.7K -792 -14%
FT
339
Fiduciary Trust
Massachusetts
$212K +$202K +4,886 New
SA
340
Strategic Advocates
Utah
$211K -$11.7K -283 -6%
FPAS
341
Focus Partners Advisor Solutions
Missouri
$209K +$199K +4,814 New
SSG
342
Summit Securities Group
New York
$208K -$1.82M -44,200 -90%
NRI
343
NFP Retirement Inc
California
$205K +$194K +4,714 New
TCM
344
Traynor Capital Management
Pennsylvania
$203K +$1.94K +47 +1%
WS
345
Wedbush Securities
California
$200K +$190K +4,617 New
SAM
346
Shell Asset Management
Netherlands
$195K -$18.9K -458 -9%
SAM
347
Storebrand Asset Management
Norway
$166K -$403K -9,767 -72%
TPCW
348
TD Private Client Wealth
New York
$160K -$33.6K -815 -18%
CF
349
Centaurus Financial
California
$157K -$96.4K -2,337 -39%
CFM
350
Catalyst Funds Management
Australia
$156K +$148K +3,600 New