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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
376
MCF Advisors
Kentucky
$38K – – –
GLI
377
Guardian Life Insurance
New York
$34K +$516 +14 +2%
Acadian Asset Management
378
Acadian Asset Management
Massachusetts
$32K -$8.63M -234,202 -100%
GXMC
379
Global X Management Company
New York
$30K +$9.8K +266 +63%
AA
380
Ancora Advisors
Ohio
$30K +$25.8K +700 New
SGAM
381
Smith Group Asset Management
Texas
$28K -$1.84K -50 -7%
RWA
382
Ropes Wealth Advisors
Massachusetts
$28K – – –
PIA
383
Piedmont Investment Advisors
North Carolina
$24.9K +$21.1K +573 +9,550%
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$22K +$2.76K +75 +18%
VCM
385
Versant Capital Management
Arizona
$20K -$3.21K -87 -16%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$20K +$3.9K +106 +30%
BGIM
387
Brandywine Global Investment Management
Pennsylvania
$18K -$19.9M -539,466 -100%
CFG
388
Citizens Financial Group
Rhode Island
$18K -$1.77K -48 -10%
WT
389
Whittier Trust
California
$18K – – –
AIM
390
Acrospire Investment Management
Illinois
$17K -$18.4K -500 -56%
GAM
391
Gemmer Asset Management
California
$17K +$2.36K +64 +19%
CAW
392
Cornerstone Advisors (Washington)
Washington
$15K +$3.46K +94 +36%
PA
393
Parallel Advisors
California
$14K +$11.9K +323 New
WTC
394
WhitTier Trust Company
Nevada
$13K – – –
GRP
395
Global Retirement Partners
California
$12K +$10.2K +277 New
HR
396
Howe & Rusling
New York
$11K -$884 -24 -8%
HNB
397
Huntington National Bank
Ohio
$11K – – –
LNB
398
Ledyard National Bank
$11K – – –
WIM
399
Westside Investment Management
California
$11K +$9.21K +250 New
SNT
400
Security National Trust
West Virginia
$10K – – –
14 15
16
17 18

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.