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Zions Bancorporation
ZION

521 hedge funds and large institutions have $9.22B invested in Zions Bancorporation in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 217 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $222M | Put options by funds: $62.3M

0.22% less ownership

Funds ownership: 94.81% → 94.58% (-0.22%)

3% less funds holding

Funds holding: 539 → 521 (-18)

6% less capital invested

Capital invested by funds: $9.85B → $9.22B (-$628M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

24% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 217

Holders
521
Holders Change
-18
Holders Change %
-3.34%
% of All Funds
11.91%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
164
Reduced
217
Closed
62
Calls
$222M
Puts
$62.3M
Net Calls
+$160M
Net Calls Change
-$49.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77M
3
CVA
Ceredex Value Advisors
Florida
+$74.9M
4
PAM
Panagora Asset Management
Massachusetts
+$66.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$145M
2
American Century Companies
American Century Companies
Missouri
-$68.4M
3
Invesco
Invesco
Georgia
-$49.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
5
Ameriprise
Ameriprise
Minnesota
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
401
Wellington Shields Capital Management
New York
$206K – – –
CB
402
Commerce Bank
Missouri
$206K +$216K +4,096 New
CIM
403
Chiron Investment Management
New York
$196K -$26.2K -496 -11%
FPFS
404
First Personal Financial Services
North Carolina
$191K +$201K +3,800 New
AIP
405
Ameritas Investment Partners
Nebraska
$188K – – –
AG
406
Advisor Group
Arizona
$182K +$15K +285 +9%
HNB
407
Huntington National Bank
Ohio
$164K +$166K +3,152 +2,443%
GSC
408
G&S Capital
Colorado
$139K +$10.6K +200 +8%
National Pension Service
409
National Pension Service
South Korea
$134K +$141K +2,673 New
QI
410
QS Investors
New York
$132K – – –
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$114K -$15.6K -296 -12%
GWM
412
Geneos Wealth Management
Colorado
$114K +$53 +1 +0%
EMG
413
ETF Managers Group
New Jersey
$107K +$11.8K +224 +12%
QCG
414
Quadrant Capital Group
Ohio
$104K -$686 -13 -0.6%
MIFH
415
Migdal Insurance & Financial Holdings
Israel
$104K +$49.4K +935 +82%
CA
416
Crewe Advisors
Utah
$100K -$106K -2,000 -50%
RIM
417
Rampart Investment Management
Connecticut
$99.2K +$101K +1,918 +27%
Capstone Investment Advisors
418
Capstone Investment Advisors
New York
$99K +$104K +1,974 New
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$97K +$15.2K +288 +17%
ClearBridge Investments
420
ClearBridge Investments
New York
$91K +$16.4K +310 +21%
LS
421
Livforsakringsbolaget Skandia
Sweden
$90K -$68.6K -1,300 -42%
WTC
422
WhitTier Trust Company
Nevada
$90K -$13.4K -254 -12%
MPIA
423
Mountain Pacific Investment Advisers
Idaho
$87K +$91.3K +1,730 New
IGGA
424
Iron Gate Global Advisors
Utah
$84K +$64.3K +1,218 +264%
GEA
425
Glen Eagle Advisors
New Jersey
$79.5K – – –
15 16
17
18 19

ZION Hedge Fund Activity: Q3 2018 in Review

521 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2018, worth a combined $9.22B — down 6.4% from $9.85B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ZION and 50 opened new positions — a net loss of 12 holders — while 217 trimmed existing stakes and 164 added.

The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Millennium Management, cutting an estimated $145M.

  • 521 institutional investors held Zions Bancorporation (ZION) as of Q3 2018, down from 539 in Q2 2018.
  • Funds reported $9.22B of Zions Bancorporation stock for Q3 2018, down 6.4% quarter-over-quarter.
  • 50 funds opened new Zions Bancorporation positions in Q3 2018 and 62 closed out, a net change of -12 holders.
  • The largest Zions Bancorporation buyer in Q3 2018 was Citadel Advisors, an estimated $171M added.
  • The largest Zions Bancorporation seller in Q3 2018 was Millennium Management, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2018.