We are live on ! Find out more
ZION icon

Zions Bancorporation

441 hedge funds and large institutions have $7.38B invested in Zions Bancorporation in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 212 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $308M | Put options by funds: $65.2M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.79% less ownership

Funds ownership: 94.49%93.7% (-0.79%)

7% less capital invested

Capital invested by funds: $7.91B → $7.38B (-$532M)

12% less funds holding

Funds holding: 502441 (-61)

43% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 212

61% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 99

Holders
441
Holders Change
-61
Holders Change %
-12.15%
% of All Funds
9.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
120
Reduced
212
Closed
99
Calls
$308M
Puts
$65.2M
Net Calls
+$242M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
401
Northwest Investment Counselors
Oregon
$10K +$9.46K +219 New
NIM
402
NuWave Investment Management
New Jersey
$9K +$3.63K +84 +63%
EW
403
Evoke Wealth
California
$8.41K +$8.17K +189 New
AA
404
Advisory Alpha
Michigan
$8.02K +$8.17K +189 New
CFA
405
Carroll Financial Associates
North Carolina
$8K
PO
406
Private Ocean
California
$8K
GRP
407
Global Retirement Partners
California
$7K
BCA
408
Berman Capital Advisors
Georgia
$6K -$2.42K -56 -29%
SLF
409
Sun Life Financial
Ontario, Canada
$6K -$173 -4 -3%
VCM
410
Versant Capital Management
Arizona
$6K -$173 -4 -3%
ME
411
McIlrath & Eck
Washington
$6K
TFO
412
Tarbox Family Office
California
$6K
SFS
413
Sowell Financial Services
Arkansas
$6K +$5.53K +128 New
PCM
414
Penserra Capital Management
California
$6K +$5.83K +135 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$5K
CFB
416
Cullen/Frost Bankers
Texas
$5K +$4.41K +102 New
LFG
417
LifePlan Financial Group
Ohio
$4K
OFS
418
Orrstown Financial Services
Pennsylvania
$4K
SIC
419
Salem Investment Counselors
North Carolina
$4K
SWA
420
Sutton Wealth Advisors
Florida
$3.87K
EARNEST Partners
421
EARNEST Partners
Georgia
$3K
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$3K +$1.9K +44 +338%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$2K -$4.67K -108 -66%
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K -$3.33K -77 -69%
FRA
425
Front Row Advisors
California
$2K -$2.25K -52 -50%

ZION Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2019, worth a combined $7.38B — down 6.7% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of ZION and 39 opened new positions — a net loss of 60 holders — while 212 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $93.8M.

  • 441 institutional investors held Zions Bancorporation (ZION) as of Q3 2019, down from 502 in Q2 2019.
  • Funds reported $7.38B of Zions Bancorporation stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 39 funds opened new Zions Bancorporation positions in Q3 2019 and 99 closed out, a net change of -60 holders.
  • The largest Zions Bancorporation buyer in Q3 2019 was Wellington Management Group, an estimated $162M added.
  • The largest Zions Bancorporation seller in Q3 2019 was Millennium Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2019.