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Zions Bancorporation

442 hedge funds and large institutions have $8.15B invested in Zions Bancorporation in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

35% more call options, than puts

Call options by funds: $53.8M | Put options by funds: $39.8M

14% more capital invested

Capital invested by funds: $7.17B → $8.15B (+$986M)

3% more funds holding

Funds holding: 429442 (+13)

1.55% less ownership

Funds ownership: 82.86%81.31% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 172

Holders
442
Holders Change
+13
Holders Change %
+3.03%
% of All Funds
7.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
63
Increased
129
Reduced
172
Closed
45
Calls
$53.8M
Puts
$39.8M
Net Calls
+$14M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Ancora Advisors
Ohio
$45K
HFA
377
HC Financial Advisors
California
$38K
FCA
378
FinTrust Capital Advisors
South Carolina
$37K
SGAM
379
Smith Group Asset Management
Texas
$36K +$2.14K +39 +7%
HFM
380
Harvest Fund Management
China
$34K
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
ODG
382
O'Dell Group
Ohio
$27K +$23.6K +430 New
EI
383
Ellevest Inc
New York
$25K +$5.16K +94 +31%
BCFD
384
Boit C.F. David
$23K
IA
385
IFP Advisors
Florida
$23K +$7.97K +145 +64%
TAIM
386
TD Ameritrade Investment Management
Nebraska
$21K -$11.3K -206 -22%
BWL
387
Bogart Wealth LLC
Virginia
$20K
IFAM
388
Institutional & Family Asset Management
Colorado
$20K
SIM
389
Sonora Investment Management
Arizona
$19K
NFG
390
Next Financial Group
Texas
$18K +$3.3K +60 +26%
LC
391
Lindbrook Capital
California
$17K +$4.12K +75 +37%
AF
392
Allworth Financial
California
$16K +$14.6K +265 New
SWA
393
Sutton Wealth Advisors
Florida
$13.5K
WAM
394
Wolverine Asset Management
Illinois
$13K -$152K -2,771 -92%
HNB
395
Huntington National Bank
Ohio
$13K +$5.49K +100 +87%
FHA
396
First Horizon Advisors
Tennessee
$13K +$8.85K +161 +329%
KA
397
Kozak & Associates
Colorado
$13K +$11K +201 New
CFA
398
Carroll Financial Associates
North Carolina
$12K
SNT
399
Security National Trust
West Virginia
$12K
MA
400
MUFG Americas
New York
$11K -$20.8K -378 -69%