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Zions Bancorporation
ZION

Overview Fund Activity

428 hedge funds and large institutions have $7.47B invested in Zions Bancorporation in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 138 reducing their positions, and 59 closing their positions.

Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
7.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
60
Increased
147
Reduced
138
Closed
59
Calls
$55.4M
Puts
$39.1M
Net Calls
+$16.4M
Net Calls Change
+$1.32M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$42.5M
2
State Street
2
State Street
Massachusetts
$486M
3
Victory Capital Management
3
Victory Capital Management
Texas
$375M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$191M
5
Morgan Stanley
5
Morgan Stanley
New York
$46.5M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$544M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$440M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$245M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
376
Bogart Wealth LLC
Virginia
$18K 323 +323 New
SIM
377
Sonora Investment Management
Arizona
$16K 300 – –
SPIA
378
Steward Partners Investment Advisory
New York
$15K 273 -25 -8%
NFG
379
Next Financial Group
Texas
$12K 224 -269 -55%
IA
380
IFP Advisors
Florida
$12K 211 – –
SNT
381
Security National Trust
West Virginia
$12K 225 – –
EW
382
Evoke Wealth
California
$12K 216 +85 +65%
NIC
383
Northwest Investment Counselors
Oregon
$12K 219 +219 New
SWA
384
Sutton Wealth Advisors
Florida
$12K 218 – –
LC
385
Lindbrook Capital
California
$11K 205 – –
Jones Financial Companies
386
Jones Financial Companies
Missouri
$11K 193 +136 +239%
CFA
387
Carroll Financial Associates
North Carolina
$10K 200 – –
HNB
388
Huntington National Bank
Ohio
$10K 188 +100 +114%
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$10K 180 +180 New
GAM
390
Gemmer Asset Management
California
$9K 158 – –
FHC
391
First Horizon Corporation
Tennessee
$9K 173 – –
PO
392
Private Ocean
California
$9K 164 – –
SWA
393
SOA Wealth Advisors
New York
$9K 178 +54 +44%
MWP
394
Meridian Wealth Partners
Pennsylvania
$9K 162 +162 New
GWS
395
Glassman Wealth Services
Virginia
$8K 142 -6 -4%
EWA
396
Evolution Wealth Advisors
Florida
$7K 119 – –
ME
397
McIlrath & Eck
Washington
$7K 125 – –
TFO
398
Tarbox Family Office
California
$7K 125 – –
VCM
399
Versant Capital Management
Arizona
$7K 135 – –
IAIM
400
International Assets Investment Management
Florida
$7K 154 +77 +100%
14 15
16
17 18