ZION icon

Zions Bancorporation
ZION

Overview Fund Activity

444 hedge funds and large institutions have $3.74B invested in Zions Bancorporation in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 183 increasing their positions, 150 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-46
Holders Change %
-9.39%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
183
Reduced
150
Closed
107
Calls
$97.9M
Puts
$110M
Net Calls
-$12.2M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
EWA
2
EP Wealth Advisors
California
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$118M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$42.8M
5
State Street
5
State Street
Massachusetts
$247M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$108M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.24M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
5NCM
4
59 North Capital Management
Texas
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
376
State of Wyoming
Wyoming
$12.8K +$1.05K +35 +9%
KA
377
Kozak & Associates
Colorado
$12.6K +$5.8K +194 +85%
BF
378
BOK Financial
Oklahoma
$12K +$12K +402 New
GWSG
379
GPS Wealth Strategies Group
Colorado
$12K +$12K +400 New
BA
380
Bellwether Advisors
Nebraska
$12K – – –
MFC
381
Mechanics Financial Corp
Ohio
$12K – – –
TCOV
382
Trust Company of Vermont
Vermont
$12K +$12K +400 New
BCFD
383
Boit C.F. David
$11.8K – – –
TLA
384
Tanglewood Legacy Advisors
Texas
$10.9K – – –
MA
385
MCF Advisors
Kentucky
$10.8K +$2.99K +100 +38%
GWS
386
Glassman Wealth Services
Virginia
$10.4K +$2.93K +98 +40%
EWA
387
EverSource Wealth Advisors
Alabama
$10.3K +$3.2K +107 +45%
AA
388
Addison Advisors
Vermont
$10.1K +$4.31K +144 +74%
C
389
Covestor
United Kingdom
$10K -$1.17K -40 -10%
HI
390
Harbour Investments
Wisconsin
$9.73K +$8.86K +296 +1,021%
BWL
391
Bogart Wealth LLC
Virginia
$9.67K – – –
KHC
392
Koesten Hirschmann & Crabtree
Kansas
$9.57K +$5.68K +190 +146%
ASN
393
Advisory Services Network
Georgia
$9.52K +$8.65K +289 +997%
SSG
394
Summit Securities Group
New York
$9K +$4.36K +142 +94%
RFA
395
Register Financial Advisors
Georgia
$8.98K +$8.98K +300 New
BAM
396
Belpointe Asset Management
Nevada
$8.53K +$6.73K +225 +375%
SPIA
397
Steward Partners Investment Advisory
New York
$8.17K – – –
PCM
398
Pointe Capital Management
Michigan
$7.96K +$7.96K +266 New
HNB
399
Huntington National Bank
Ohio
$7.63K +$3.35K +112 +78%
IA
400
IFP Advisors
Florida
$7.29K -$91.1K -1,636 -93%
14 15
16
17 18