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Zions Bancorporation

421 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

5.74% less ownership

Funds ownership: 86.37%80.63% (-5.7%)

6% less funds holding

Funds holding: 448421 (-27)

14% less capital invested

Capital invested by funds: $3.74B → $3.21B (-$527M)

29% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $104M | Put options by funds: $362M

Holders
421
Holders Change
-27
Holders Change %
-6.03%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
166
Reduced
148
Closed
92
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
Fiduciary Alliance
South Carolina
$19.9K +$20.6K +741 New
DMBA
352
Deseret Mutual Benefit Administrators
Utah
$18.5K +$5.24K +189 +38%
GWS
353
Glassman Wealth Services
Virginia
$18.3K +$9.27K +334 +97%
KA
354
Kozak & Associates
Colorado
$17.3K +$5.38K +194 +46%
BTI
355
Blue Trust Inc
Georgia
$17K -$9.02K -325 -37%
BWM
356
Baystate Wealth Management
Massachusetts
$16.5K
WP
357
WealthPLAN Partners
Nebraska
$13.4K +$13.9K +500 New
BWL
358
Bogart Wealth LLC
Virginia
$12.7K +$4.16K +150 +46%
IGWM
359
ICA Group Wealth Management
Colorado
$12.1K
ODG
360
O'Dell Group
Ohio
$11.6K +$11.9K +430 New
FHA
361
First Horizon Advisors
Tennessee
$11K -$5.66K -204 -33%
MFC
362
Mechanics Financial Corp
Ohio
$10.7K
TCOV
363
Trust Company of Vermont
Vermont
$10.7K
TAM
364
Tucker Asset Management
Colorado
$9.78K +$10.1K +364 New
TLA
365
Tanglewood Legacy Advisors
Texas
$9.75K
BCFD
366
Boit C.F. David
$9.67K
EWA
367
EverSource Wealth Advisors
Alabama
$9.54K +$305 +11 +3%
AA
368
Addison Advisors
Vermont
$9.54K +$444 +16 +5%
HI
369
Harbour Investments
Wisconsin
$9.05K +$333 +12 +4%
FGAM
370
Financial Gravity Asset Management
Texas
$8.77K -$83 -3 -10%
MCM
371
MV Capital Management
Maryland
$8.73K -$9.24K -333 -51%
RFA
372
Register Financial Advisors
Georgia
$8.17K +$111 +4 +1%
BONH
373
Bank of New Hampshire
New Hampshire
$8.06K -$24.1K -870 -74%
FFA
374
Fairfield Financial Advisors
Massachusetts
$7.75K -$98.2K -3,542 -92%
SWA
375
Sutton Wealth Advisors
Florida
$7.63K +$2.47K +89 +46%