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Zions Bancorporation

474 hedge funds and large institutions have $8.49B invested in Zions Bancorporation in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 199 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

59% more call options, than puts

Call options by funds: $127M | Put options by funds: $79.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $7.38B → $8.49B (+$1.11B)

7% more funds holding

Funds holding: 441474 (+33)

2.33% more ownership

Funds ownership: 93.7%96.03% (+2.3%)

38% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 199

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
81
Increased
123
Reduced
199
Closed
38
Calls
$127M
Puts
$79.7M
Net Calls
+$46.8M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$52K -$2.96K -61 -6%
TW
402
Towerpoint Wealth
California
$50K
CAW
403
Cornerstone Advisors (Washington)
Washington
$50K +$2.18K +45 +5%
VFA
404
Valeo Financial Advisors
Indiana
$47K -$2.18K -45 -5%
BWM
405
Baystate Wealth Management
Massachusetts
$44K
TAIM
406
TD Ameritrade Investment Management
Nebraska
$41K +$1.12K +23 +3%
FCA
407
FinTrust Capital Advisors
South Carolina
$31K
RWA
408
Ropes Wealth Advisors
Massachusetts
$31K
SFSIG
409
San Francisco Sentry Investment Group
California
$29K
CFB
410
Cullen/Frost Bankers
Texas
$29K +$22.5K +464 +455%
HNB
411
Huntington National Bank
Ohio
$28K
GLI
412
Guardian Life Insurance
New York
$26K -$728 -15 -3%
NFG
413
Next Financial Group
Texas
$26K
RFA
414
Reilly Financial Advisors
California
$26K
TCOV
415
Trust Company of Vermont
Vermont
$25K -$971 -20 -4%
LC
416
Lindbrook Capital
California
$22K
TF
417
TimeScale Financial
Massachusetts
$22K
CCM
418
Covington Capital Management
California
$21K
CFG
419
Citizens Financial Group
Rhode Island
$19K +$3.83K +79 +28%
IFAM
420
Institutional & Family Asset Management
Colorado
$17K
S
421
SignatureFD
Georgia
$17K +$4.81K +99 +42%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$16K -$56.2K -1,158 -79%
DOA
423
D'Orazio & Associates
Virginia
$16K
H
424
Hexavest
Quebec, Canada
$16K +$15.3K +315 New
CA
425
CXI Advisors
Indiana
$15K +$13.6K +281 New