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Zions Bancorporation
ZION

Overview Fund Activity

417 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 165 increasing their positions, 147 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-27
Holders Change %
-6.08%
% of All Funds
6.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
165
Reduced
147
Closed
91
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$53.5M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$63.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$93.1M
4
Invesco
4
Invesco
Georgia
$105M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$143M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$316K
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$542M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
AAM
5
Ardevora Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
376
Summit Securities Group
New York
$5K -$2.59K -100 -34%
CFD
377
Creative Financial Designs
Indiana
$4.06K +$1.64K +61 +68%
CWP
378
Concord Wealth Partners
Virginia
$4.03K – – –
WT
379
Whittier Trust
California
$3.76K -$1.18K -44 -24%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$3.63K – – –
GI
381
Gradient Investments
Minnesota
$3.49K +$3.22K +120 +1,200%
ME
382
McIlrath & Eck
Washington
$3.36K – – –
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.22K – – –
PTC
384
Private Trust Company
Ohio
$2.98K -$11.1K -414 -79%
RCM
385
Raleigh Capital Management
North Carolina
$2.85K +$2.85K +106 New
BWA
386
BDO Wealth Advisors
Florida
$2.77K – – –
MA
387
MCF Advisors
Kentucky
$2.73K -$6.99K -259 -72%
HCM
388
Hollencrest Capital Management
California
$2.69K – – –
PWMG
389
Prestige Wealth Management Group
New Jersey
$2.26K +$1.42K +53 +171%
EARNEST Partners
390
EARNEST Partners
Georgia
$2.02K – – –
PVH
391
Psagot Value Holdings
Israel
$2K +$2K +65 New
FSWA
392
Financial Synergies Wealth Advisors
Texas
$1.97K – – –
BSB
393
Bangor Savings Bank
Maine
$1.93K – – –
UB
394
UMB Bank
Missouri
$1.77K -$2.55K -95 -59%
RI
395
Ridgewood Investments
New Jersey
$1.76K – – –
FCAG
396
First Capital Advisors Group
New Jersey
$1.45K +$1.45K +54 New
CIA
397
Cape Investment Advisory
Georgia
$1.34K – – –
VCM
398
Versant Capital Management
Arizona
$1.21K -$81 -3 -6%
CTA
399
Colonial Trust Advisors
South Carolina
$1.21K +$242 +9 +25%
CSC
400
Caldwell Sutter Capital
California
$1.05K +$1.05K +39 New
14 15
16
17 18