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Zions Bancorporation

441 hedge funds and large institutions have $7.38B invested in Zions Bancorporation in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 212 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $308M | Put options by funds: $65.2M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.79% less ownership

Funds ownership: 94.49%93.7% (-0.79%)

7% less capital invested

Capital invested by funds: $7.91B → $7.38B (-$532M)

12% less funds holding

Funds holding: 502441 (-61)

43% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 212

61% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 99

Holders
441
Holders Change
-61
Holders Change %
-12.15%
% of All Funds
9.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
120
Reduced
212
Closed
99
Calls
$308M
Puts
$65.2M
Net Calls
+$242M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
376
AJO LP
Pennsylvania
$32K +$31.8K +735 New
ClearBridge Investments
377
ClearBridge Investments
New York
$30K -$33K -764 -53%
FCA
378
FinTrust Capital Advisors
South Carolina
$27K
RWA
379
Ropes Wealth Advisors
Massachusetts
$27K
SFSIG
380
San Francisco Sentry Investment Group
California
$26K -$1.21K -28 -5%
HNB
381
Huntington National Bank
Ohio
$24K -$41.1K -950 -64%
GLI
382
Guardian Life Insurance
New York
$23K -$821 -19 -4%
ASN
383
Advisory Services Network
Georgia
$23K
TCOV
384
Trust Company of Vermont
Vermont
$22K -$1.95K -45 -8%
NFG
385
Next Financial Group
Texas
$22K
RFA
386
Reilly Financial Advisors
California
$22K
LC
387
Lindbrook Capital
California
$19K
TF
388
TimeScale Financial
Massachusetts
$19K
CCM
389
Covington Capital Management
California
$18K +$17.2K +398 New
IFAM
390
Institutional & Family Asset Management
Colorado
$15K
DOA
391
D'Orazio & Associates
Virginia
$13K -$21.6K -500 -63%
AIM
392
Advantage Investment Management
Iowa
$13K
BBHC
393
Brown Brothers Harriman & Co
New York
$13K
CFG
394
Citizens Financial Group
Rhode Island
$12K +$7.09K +164 +141%
IA
395
IFP Advisors
Florida
$12K +$11.9K +275 New
S
396
SignatureFD
Georgia
$11K -$864 -20 -8%
SNT
397
Security National Trust
West Virginia
$10K
GAM
398
Gemmer Asset Management
California
$10K +$692 +16 +8%
HR
399
Howe & Rusling
New York
$10K +$1.99K +46 +27%
RA
400
Rational Advisors
New York
$10K +$3.63K +84 +63%

ZION Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2019, worth a combined $7.38B — down 6.7% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of ZION and 39 opened new positions — a net loss of 60 holders — while 212 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $93.8M.

  • 441 institutional investors held Zions Bancorporation (ZION) as of Q3 2019, down from 502 in Q2 2019.
  • Funds reported $7.38B of Zions Bancorporation stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 39 funds opened new Zions Bancorporation positions in Q3 2019 and 99 closed out, a net change of -60 holders.
  • The largest Zions Bancorporation buyer in Q3 2019 was Wellington Management Group, an estimated $162M added.
  • The largest Zions Bancorporation seller in Q3 2019 was Millennium Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2019.