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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
V
351
Veritable
Delaware
$242K +$207K +5,629 New
CSS
352
Cubist Systematic Strategies
Connecticut
$238K -$102K -2,776 -33%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$237K +$203K +5,500 New
Verition Fund Management
354
Verition Fund Management
Connecticut
$226K +$194K +5,262 New
AWCI
355
Alpine Woods Capital Investors
New York
$215K +$184K +5,000 New
AIP
356
Ameritas Investment Partners
Nebraska
$211K +$181K +4,903 New
OMCS
357
Old Mutual Customised Solutions
South Africa
$202K – – –
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$202K +$173K +4,701 New
LTFS
359
Ladenburg Thalmann Financial Services
Florida
$194K +$4.57K +124 +3%
SC
360
SRB Corp
Massachusetts
$191K -$42.3K -1,147 -21%
LIA
361
LS Investment Advisors
Michigan
$184K -$27.8K -755 -15%
Nomura Asset Management
362
Nomura Asset Management
Japan
$173K +$148K +4,030 New
IA
363
IFP Advisors
Florida
$141K +$884 +24 +0.7%
AG
364
Advisor Group
Arizona
$131K +$96.3K +2,615 +610%
HCM
365
Highlander Capital Management
New Jersey
$129K – – –
QI
366
QS Investors
New York
$112K – – –
QCG
367
Quadrant Capital Group
Ohio
$106K -$221 -6 -0.2%
GT
368
Glenmede Trust
Pennsylvania
$104K – – –
WA
369
WealthTrust-Arizona
Arizona
$98K +$39.5K +1,072 +89%
GWM
370
Geneos Wealth Management
Colorado
$88K +$15.4K +419 +26%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$85K +$73.1K +1,983 New
DADC
372
D.A. Davidson & Co
Montana
$82K +$11.1K +300 +19%
KT
373
Kanaly Trust
Texas
$61K +$3.94K +107 +8%
FANJ
374
Financial Architects (New Jersey)
New Jersey
$44K +$21.6K +586 +137%
AAM
375
Advisors Asset Management
Colorado
$39K – – –
13 14
15
16 17

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.