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Zions Bancorporation

409 hedge funds and large institutions have $4.91B invested in Zions Bancorporation in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $4.25B → $4.91B (+$657M)

2% less funds holding

Funds holding: 418409 (-9)

8.43% less ownership

Funds ownership: 96.66%88.23% (-8.4%)

10% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 69

30% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $40.1M

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

Holders
409
Holders Change
-9
Holders Change %
-2.15%
% of All Funds
8.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
62
Increased
114
Reduced
178
Closed
69
Calls
$28.1M
Puts
$40.1M
Net Calls
-$12M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
Rational Advisors
New York
$5K +$4.37K +138 New
SGAM
377
Smith Group Asset Management
Texas
$5K +$4.75K +150 New
TFO
378
Tarbox Family Office
California
$4K -$5.98K -189 -60%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$4K
FRA
380
Front Row Advisors
California
$4K
ME
381
McIlrath & Eck
Washington
$4K
VCM
382
Versant Capital Management
Arizona
$4K
EWA
383
Evolution Wealth Advisors
Florida
$4K +$3.77K +119 New
SWA
384
Sutton Wealth Advisors
Florida
$3.4K
HI
385
Human Investing
Oregon
$3K -$70.8K -2,236 -96%
HNB
386
Huntington National Bank
Ohio
$3K -$4.08K -129 -58%
SLF
387
Sun Life Financial
Ontario, Canada
$3K -$32 -1 -1%
EARNEST Partners
388
EARNEST Partners
Georgia
$3K
GRP
389
Global Retirement Partners
California
$3K
LFG
390
LifePlan Financial Group
Ohio
$3K
SIC
391
Salem Investment Counselors
North Carolina
$3K
PA
392
Procyon Advisors
Connecticut
$3K +$855 +27 +36%
TCOV
393
Trust Company of Vermont
Vermont
$2K -$13.5K -425 -89%
WT
394
Washington Trust
Rhode Island
$2K -$380 -12 -21%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$2K
BWM
396
BerganKDV Wealth Management
Minnesota
$2K
M
397
MOTCO
Texas
$2K
SC
398
Stralem & Co
New York
$2K
WPA
399
West Paces Advisors
Georgia
$1.5K
Lazard Asset Management
400
Lazard Asset Management
New York
$1K -$674K -21,301 -100%