We are live on ! Find out more
ZION icon

Zions Bancorporation

421 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

5.74% less ownership

Funds ownership: 86.37%80.63% (-5.7%)

6% less funds holding

Funds holding: 448421 (-27)

14% less capital invested

Capital invested by funds: $3.74B → $3.21B (-$527M)

29% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $104M | Put options by funds: $362M

Holders
421
Holders Change
-27
Holders Change %
-6.03%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
166
Reduced
148
Closed
92
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
KHC
376
Koesten Hirschmann & Crabtree
Kansas
$5.93K -$2.75K -99 -31%
BIA
377
Bell Investment Advisors
California
$5.53K +$1.33K +48 +30%
CAM
378
Chesapeake Asset Management
New York
$5.37K
HNB
379
Huntington National Bank
Ohio
$5.18K -$1.72K -62 -24%
SSG
380
Summit Securities Group
New York
$5K -$2.77K -100 -34%
CFD
381
Creative Financial Designs
Indiana
$4.06K +$1.69K +61 +68%
CWP
382
Concord Wealth Partners
Virginia
$4.03K
WT
383
Whittier Trust
California
$3.76K -$1.22K -44 -24%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$3.63K
GI
385
Gradient Investments
Minnesota
$3.49K +$3.33K +120 +1,200%
ME
386
McIlrath & Eck
Washington
$3.36K
LWCFA
387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.22K
PTC
388
Private Trust Company
Ohio
$2.98K -$11.5K -414 -79%
RCM
389
Raleigh Capital Management
North Carolina
$2.85K +$2.94K +106 New
BWA
390
BDO Wealth Advisors
Florida
$2.77K
MA
391
MCF Advisors
Kentucky
$2.73K -$7.18K -259 -72%
HCM
392
Hollencrest Capital Management
California
$2.69K
PWMG
393
Prestige Wealth Management Group
New Jersey
$2.26K +$1.47K +53 +171%
EARNEST Partners
394
EARNEST Partners
Georgia
$2.02K
PVH
395
Psagot Value Holdings
Israel
$2K +$1.8K +65 New
FSWA
396
Financial Synergies Wealth Advisors
Texas
$1.97K
BSB
397
Bangor Savings Bank
Maine
$1.93K
UB
398
UMB Bank
Missouri
$1.77K -$2.63K -95 -59%
RI
399
Ridgewood Investments
New Jersey
$1.76K
FCAG
400
First Capital Advisors Group
New Jersey
$1.45K +$1.5K +54 New