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Zions Bancorporation

409 hedge funds and large institutions have $4.91B invested in Zions Bancorporation in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $4.25B → $4.91B (+$657M)

2% less funds holding

Funds holding: 418409 (-9)

8.43% less ownership

Funds ownership: 96.66%88.23% (-8.4%)

10% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 69

30% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $40.1M

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

Holders
409
Holders Change
-9
Holders Change %
-2.15%
% of All Funds
8.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
62
Increased
114
Reduced
178
Closed
69
Calls
$28.1M
Puts
$40.1M
Net Calls
-$12M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
351
HC Financial Advisors
California
$21K
FCA
352
FinTrust Capital Advisors
South Carolina
$20K
RFA
353
Reilly Financial Advisors
California
$17K
SFSIG
354
San Francisco Sentry Investment Group
California
$17K +$570 +18 +4%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.03K +64 +23%
TF
356
TimeScale Financial
Massachusetts
$11K -$3.17K -100 -23%
IFAM
357
Institutional & Family Asset Management
Colorado
$11K
SIM
358
Sonora Investment Management
Arizona
$10K +$9.5K +300 New
CWP
359
CFM Wealth Partners
Texas
$9K -$57.6K -1,820 -87%
LWM
360
Lenox Wealth Management
Ohio
$9K -$2.44K -77 -21%
EW
361
Evoke Wealth
California
$9K +$2.85K +90 +49%
CFG
362
Citizens Financial Group
Rhode Island
$8K
SNT
363
Security National Trust
West Virginia
$8K
IA
364
IFP Advisors
Florida
$8K +$2.31K +73 +41%
BL
365
Balentine LLC
Georgia
$7K -$2.85K -90 -29%
LC
366
Lindbrook Capital
California
$7K -$855 -27 -12%
WT
367
Whittier Trust
California
$6K -$31.9K -1,007 -86%
CI
368
CX Institutional
Indiana
$6K -$8.39K -265 -61%
CFA
369
Carroll Financial Associates
North Carolina
$6K
LWA
370
Lenox Wealth Advisors
New York
$6K +$2.91K +92 +126%
NIM
371
NuWave Investment Management
New Jersey
$5K -$135K -4,250 -97%
GAM
372
Gemmer Asset Management
California
$5K -$1.71K -54 -25%
EI
373
Ellevest Inc
New York
$5K -$855 -27 -16%
PO
374
Private Ocean
California
$5K
GWS
375
Glassman Wealth Services
Virginia
$5K +$3.13K +99 +275%