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Zions Bancorporation

430 hedge funds and large institutions have $4.96B invested in Zions Bancorporation in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 177 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

1.29% more ownership

Funds ownership: 76.25%77.54% (+1.3%)

1% more capital invested

Capital invested by funds: $4.9B → $4.96B (+$63.8M)

7% less funds holding

Funds holding: 460430 (-30)

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 177

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

Holders
430
Holders Change
-30
Holders Change %
-6.52%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
43
Increased
146
Reduced
177
Closed
67
Calls
$181M
Puts
$150M
Net Calls
+$31.1M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$34.7K +$17.9K +425 +114%
IAIM
352
International Assets Investment Management
Florida
$34.4K +$33.5K +794 New
KA
353
Kozak & Associates
Colorado
$34.2K +$1.98K +47 +6%
AA
354
Addison Advisors
Vermont
$34.1K +$2.66K +63 +9%
SAM
355
Storebrand Asset Management
Norway
$33.7K -$129K -3,048 -80%
OP
356
ORG Partners
Indiana
$32.7K +$31.8K +754 New
QC
357
Quent Capital
New York
$27.8K -$802 -19 -3%
DMBA
358
Deseret Mutual Benefit Administrators
Utah
$26.2K
FCA
359
FinTrust Capital Advisors
South Carolina
$26K
SWM
360
Spire Wealth Management
Virginia
$24.7K -$34.6K -820 -59%
CAS
361
Coppell Advisory Solutions
Texas
$23.6K +$23K +544 New
TCOV
362
Trust Company of Vermont
Vermont
$23K
MFC
363
Mechanics Financial Corp
Ohio
$22.8K
RCM
364
Raleigh Capital Management
North Carolina
$21.6K -$17.3K -409 -45%
FHA
365
First Horizon Advisors
Tennessee
$20.6K +$3.76K +89 +23%
CH
366
Cromwell Holdings
Wyoming
$19.6K +$19K +451 New
EWA
367
EverSource Wealth Advisors
Alabama
$18.5K +$84 +2 +0.6%
HI
368
Harbour Investments
Wisconsin
$18.2K +$3.54K +84 +25%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$17.5K -$2.11K -50 -11%
IWP
370
IAG Wealth Partners
Wisconsin
$17.3K
CTC
371
Central Trust Company
Missouri
$16K
UB
372
UMB Bank
Missouri
$15.8K +$2.74K +65 +22%
BCFD
373
Boit C.F. David
$15.6K
BWL
374
Bogart Wealth LLC
Virginia
$14K
MCM
375
MV Capital Management
Maryland
$13.7K -$1.1K -26 -8%