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Zions Bancorporation
ZION

Overview Fund Activity

417 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 147 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-27
Holders Change %
-6.08%
% of All Funds
6.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
165
Reduced
147
Closed
91
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$53.5M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$63.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$93.1M
4
Invesco
4
Invesco
Georgia
$105M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$143M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$316K
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$542M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
AAM
5
Ardevora Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
351
Kozak & Associates
Colorado
$17.3K +$5.46K +194 +46%
BTI
352
Blue Trust Inc
Georgia
$17K -$9.87K -325 -37%
BWM
353
Baystate Wealth Management
Massachusetts
$16.5K – – –
WP
354
WealthPLAN Partners
Nebraska
$13.4K +$13.4K +500 New
BWL
355
Bogart Wealth LLC
Virginia
$12.7K +$4.03K +150 +46%
IGWM
356
ICA Group Wealth Management
Colorado
$12.1K – – –
ODG
357
O'Dell Group
Ohio
$11.6K +$11.6K +430 New
FHA
358
First Horizon Advisors
Tennessee
$11K -$5.49K -204 -33%
MFC
359
Mechanics Financial Corp
Ohio
$10.7K – – –
TCOV
360
Trust Company of Vermont
Vermont
$10.7K – – –
TAM
361
Tucker Asset Management
Colorado
$9.78K +$9.78K +364 New
TLA
362
Tanglewood Legacy Advisors
Texas
$9.75K – – –
BCFD
363
Boit C.F. David
$9.67K – – –
EWA
364
EverSource Wealth Advisors
Alabama
$9.55K +$296 +11 +3%
AA
365
Addison Advisors
Vermont
$9.54K +$430 +16 +5%
HI
366
Harbour Investments
Wisconsin
$9.05K +$322 +12 +4%
FGAM
367
Financial Gravity Asset Management
Texas
$8.77K -$975 -3 -10%
MCM
368
MV Capital Management
Maryland
$8.73K -$8.95K -333 -51%
RFA
369
Register Financial Advisors
Georgia
$8.17K +$108 +4 +1%
BONH
370
Bank of New Hampshire
New Hampshire
$8.06K -$23.4K -870 -74%
FFA
371
Fairfield Financial Advisors
Massachusetts
$7.75K -$95K -3,542 -92%
SWA
372
Sutton Wealth Advisors
Florida
$7.63K +$2.39K +89 +46%
KHC
373
Koesten Hirschmann & Crabtree
Kansas
$5.93K -$2.66K -99 -31%
BIA
374
Bell Investment Advisors
California
$5.53K +$1.29K +48 +30%
HNB
375
Huntington National Bank
Ohio
$5.18K -$1.67K -62 -24%
13 14
15
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