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Zions Bancorporation
ZION

Overview Fund Activity

406 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 178 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
8.35%
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
112
Reduced
178
Closed
69
Calls
$28.1M
Puts
$40.1M
Net Calls
-$12M
Net Calls Change
+$24M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$77.8M
2
Deutsche Bank
Deutsche Bank
Germany
$60.7M
3
PPA
Parametric Portfolio Associates
Washington
$73.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$165M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
$24.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$224M
2
Goldman Sachs
Goldman Sachs
New York
$55.2M
3
BlackRock
BlackRock
New York
$424M
4
Vanguard Group
Vanguard Group
Pennsylvania
$671M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
351
San Francisco Sentry Investment Group
California
$17K +$621 +18 +4%
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.23K +64 +23%
TF
353
TimeScale Financial
Massachusetts
$11K -$3.27K -100 -23%
IFAM
354
Institutional & Family Asset Management
Colorado
$11K – – –
SIM
355
Sonora Investment Management
Arizona
$10K +$10K +300 New
CWP
356
CFM Wealth Partners
Texas
$9K -$58.5K -1,820 -87%
LWM
357
Lenox Wealth Management
Ohio
$9K -$2.42K -77 -21%
EW
358
Evoke Wealth
California
$9K +$2.96K +90 +49%
SNT
359
Security National Trust
West Virginia
$8K – – –
CFG
360
Citizens Financial Group
Rhode Island
$8K – – –
IA
361
IFP Advisors
Florida
$8K +$2.33K +73 +41%
BL
362
Balentine LLC
Georgia
$7K -$2.92K -90 -29%
LC
363
Lindbrook Capital
California
$7K -$922 -27 -12%
WT
364
Whittier Trust
California
$6K -$36.6K -1,007 -86%
CI
365
CX Institutional
Indiana
$6K -$9.19K -265 -61%
CFA
366
Carroll Financial Associates
North Carolina
$6K – – –
LWA
367
Lenox Wealth Advisors
New York
$6K +$3.35K +92 +126%
NIM
368
NuWave Investment Management
New Jersey
$5K -$154K -4,250 -97%
GAM
369
Gemmer Asset Management
California
$5K -$1.71K -54 -25%
EI
370
Ellevest Inc
New York
$5K -$964 -27 -16%
PO
371
Private Ocean
California
$5K – – –
GWS
372
Glassman Wealth Services
Virginia
$5K +$3.67K +99 +275%
RA
373
Rational Advisors
New York
$5K +$5K +138 New
SGAM
374
Smith Group Asset Management
Texas
$5K +$5K +150 New
TFO
375
Tarbox Family Office
California
$4K -$6.05K -189 -60%
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