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Zions Bancorporation

429 hedge funds and large institutions have $7.17B invested in Zions Bancorporation in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

1% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $45.7M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 430429 (-1)

0.41% less ownership

Funds ownership: 83.27%82.86% (-0.41%)

4% less capital invested

Capital invested by funds: $7.48B → $7.17B (-$313M)

35% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 184

Holders
429
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
119
Reduced
184
Closed
46
Calls
$46.4M
Puts
$45.7M
Net Calls
+$671K
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$17K
IFAM
377
Institutional & Family Asset Management
Colorado
$17K
EI
378
Ellevest Inc
New York
$16K -$4.93K -88 -23%
SIM
379
Sonora Investment Management
Arizona
$16K
SPIA
380
Steward Partners Investment Advisory
New York
$14K
SNT
381
Security National Trust
West Virginia
$12K
NFG
382
Next Financial Group
Texas
$12K +$168 +3 +1%
IA
383
IFP Advisors
Florida
$12K +$784 +14 +7%
SWA
384
Sutton Wealth Advisors
Florida
$11.5K
LC
385
Lindbrook Capital
California
$11K
Loomis, Sayles & Company
386
Loomis, Sayles & Company
Massachusetts
$10K
CFA
387
Carroll Financial Associates
North Carolina
$10K +$280 +5 +3%
EBA
388
Eagle Bay Advisors
New York
$10K +$9.46K +169 New
PO
389
Private Ocean
California
$9K
GAM
390
Gemmer Asset Management
California
$9K +$560 +10 +6%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$8K -$2.35K -42 -22%
FHC
392
First Horizon Corporation
Tennessee
$8K -$672 -12 -7%
GWS
393
Glassman Wealth Services
Virginia
$8K +$448 +8 +6%
ME
394
McIlrath & Eck
Washington
$7K
TFO
395
Tarbox Family Office
California
$7K
HNB
396
Huntington National Bank
Ohio
$6K -$4.09K -73 -39%
EWA
397
Evolution Wealth Advisors
Florida
$6K
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$6K
WQ
399
Wealth Quarterback
New Jersey
$6K +$5.6K +100 New
EW
400
Evoke Wealth
California
$5K -$6.27K -112 -52%