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Zions Bancorporation

474 hedge funds and large institutions have $8.49B invested in Zions Bancorporation in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 199 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

59% more call options, than puts

Call options by funds: $127M | Put options by funds: $79.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $7.38B → $8.49B (+$1.11B)

7% more funds holding

Funds holding: 441474 (+33)

2.33% more ownership

Funds ownership: 93.7%96.03% (+2.3%)

38% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 199

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
81
Increased
123
Reduced
199
Closed
38
Calls
$127M
Puts
$79.7M
Net Calls
+$46.8M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Avior Wealth Management
Nebraska
$273K -$90.4K -1,863 -26%
FWIA
352
Fort Washington Investment Advisors
Ohio
$266K -$7.52K -155 -3%
ECM
353
Everence Capital Management
Indiana
$266K
FIM
354
Freedom Investment Management
Connecticut
$259K -$12.5K -258 -5%
HI
355
Horizon Investments
North Carolina
$258K
RCM
356
Radnor Capital Management
Pennsylvania
$253K
CWA
357
Carolina Wealth Advisors
South Carolina
$253K +$236K +4,864 New
PCM
358
Prelude Capital Management
New York
$246K +$230K +4,734 New
FIM
359
Fruth Investment Management
Texas
$244K -$19.4K -400 -8%
CPIG
360
Chicago Partners Investment Group
Illinois
$238K +$2.86K +59 +1%
NJBEST
361
New Jersey Better Educational Savings Trust
New Jersey
$228K -$77.7K -1,600 -27%
TC
362
TownSquare Capital
Utah
$225K +$211K +4,337 New
PWA
363
Physician Wealth Advisors
Utah
$225K +$214K +4,408 New
EWA
364
EP Wealth Advisors
California
$214K +$200K +4,121 New
UR
365
USCA RIA
Texas
$211K +$197K +4,057 New
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$210K +$196K +4,038 New
CI
367
Cigna Investments
Connecticut
$204K -$44.7K -921 -17%
SL
368
Signition LP
New York
$203K +$190K +3,916 New
Korea Investment Corp
369
Korea Investment Corp
South Korea
$202K -$325K -6,700 -63%
B
370
Barings
North Carolina
$201K +$188K +3,882 New
OPS
371
Orion Portfolio Solutions
Nebraska
$166K +$155K +3,195 New
CT
372
Caldwell Trust
Florida
$161K +$151K +3,104 New
AIP
373
Ameritas Investment Partners
Nebraska
$161K
MIFH
374
Migdal Insurance & Financial Holdings
Israel
$160K -$103K -2,128 -41%
VI
375
Vestcor Inc
New Brunswick, Canada
$153K +$143K +2,956 New