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Zions Bancorporation

441 hedge funds and large institutions have $7.38B invested in Zions Bancorporation in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 212 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $308M | Put options by funds: $65.2M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.79% less ownership

Funds ownership: 94.49%93.7% (-0.79%)

7% less capital invested

Capital invested by funds: $7.91B → $7.38B (-$532M)

12% less funds holding

Funds holding: 502441 (-61)

43% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 212

61% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 99

Holders
441
Holders Change
-61
Holders Change %
-12.15%
% of All Funds
9.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
120
Reduced
212
Closed
99
Calls
$308M
Puts
$65.2M
Net Calls
+$242M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$98K +$86 +2 +0.1%
GSC
352
G&S Capital
Colorado
$96K
RIM
353
Rampart Investment Management
Connecticut
$93K -$12.9K -298 -13%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$90K -$11.6K -268 -12%
CA
355
Crewe Advisors
Utah
$89K
HCM
356
Highlander Capital Management
New Jersey
$89K
LS
357
Livforsakringsbolaget Skandia
Sweden
$80K +$77.8K +1,800 New
TAM
358
Tiverton Asset Management
Delaware
$79K -$3.96M -91,640 -98%
QCG
359
Quadrant Capital Group
Ohio
$79K -$11.2K -259 -12%
PB
360
Pinnacle Bancorp
Nebraska
$77K -$17.3K -400 -19%
WTC
361
WhitTier Trust Company
Nevada
$77K
HPC
362
HM Payson & Co
Maine
$74K +$47.5K +1,100 +193%
PCG
363
Private Capital Group
Connecticut
$74K +$51.2K +1,185 +251%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$65K +$50.7K +1,172 +410%
CIA
365
CSat Investment Advisory
Michigan
$64K +$10.5K +242 +20%
PA
366
Parallel Advisors
California
$52K +$30K +695 +148%
CAL
367
Capital Analysts LLC
Pennsylvania
$51K
TW
368
Towerpoint Wealth
California
$50K
SPIA
369
Steward Partners Investment Advisory
New York
$47K +$12.7K +293 +38%
VFA
370
Valeo Financial Advisors
Indiana
$42K +$1.95K +45 +5%
CAW
371
Cornerstone Advisors (Washington)
Washington
$41K +$8.56K +198 +28%
BWM
372
Baystate Wealth Management
Massachusetts
$37K +$43 +1 +0.1%
TAIM
373
TD Ameritrade Investment Management
Nebraska
$34K -$7.26K -168 -18%
TA
374
Thor Advisors
New York
$34K +$33.3K +770 New
Simplex Trading
375
Simplex Trading
Illinois
$33K +$32.1K +742 New

ZION Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2019, worth a combined $7.38B — down 6.7% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of ZION and 39 opened new positions — a net loss of 60 holders — while 212 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $93.8M.

  • 441 institutional investors held Zions Bancorporation (ZION) as of Q3 2019, down from 502 in Q2 2019.
  • Funds reported $7.38B of Zions Bancorporation stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 39 funds opened new Zions Bancorporation positions in Q3 2019 and 99 closed out, a net change of -60 holders.
  • The largest Zions Bancorporation buyer in Q3 2019 was Wellington Management Group, an estimated $162M added.
  • The largest Zions Bancorporation seller in Q3 2019 was Millennium Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2019.