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Zions Bancorporation
ZION

Overview Fund Activity

429 hedge funds and large institutions have $5.97B invested in Zions Bancorporation in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 94 increasing their positions, 185 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+27
Holders Change %
+6.72%
% of All Funds
7.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
96
Increased
94
Reduced
185
Closed
67
Calls
$48.7M
Puts
$33.7M
Net Calls
+$15M
Net Calls Change
+$15M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$130M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$370M
3
Ameriprise
Ameriprise
Minnesota
$59.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.7M
5
WHG
Westwood Holdings Group
Texas
$28.6M

Top Sellers

1
BlackRock
BlackRock
New York
$460M
2
Holocene Advisors
Holocene Advisors
New York
$2.59M
3
KBC Group
KBC Group
Belgium
$96.6M
4
LSV Asset Management
LSV Asset Management
Illinois
$200M
5
State Street
State Street
Massachusetts
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
401
BDO Wealth Advisors
Florida
$4K – – –
SLF
402
Sun Life Financial
Ontario, Canada
$4K – – –
LWA
403
Lenox Wealth Advisors
New York
$4K – – –
EARNEST Partners
404
EARNEST Partners
Georgia
$3K – – –
GRP
405
Global Retirement Partners
California
$3K – – –
IAIM
406
International Assets Investment Management
Florida
$3K +$3K +77 New
APA
407
American Portfolios Advisors
New York
$2.87K +$2.87K +66 New
AIG
408
American International Group
New York
$2.26K -$84 -1,927 -4%
BWM
409
BerganKDV Wealth Management
Minnesota
$2K -$1.4K -28 -41%
TPWA
410
TRUE Private Wealth Advisors
Oregon
$2K – – –
M
411
MOTCO
Texas
$2K – – –
BFEC
412
Benjamin F. Edwards & Company
Missouri
$2K – – –
PWMG
413
Prestige Wealth Management Group
New Jersey
$2K +$410 +8 +26%
NSB
414
Norway Savings Bank
Maine
$2K +$2K +44 New
IA
415
Inspire Advisors
Idaho
$2K +$2K +49 New
FHA
416
First Horizon Advisors
Tennessee
$2K +$2K +49 New
SFO
417
Standard Family Office
South Dakota
$2K +$2K +49 New
Jones Financial Companies
418
Jones Financial Companies
Missouri
$2K +$2K +57 New
WT
419
Washington Trust
Rhode Island
$1K -$33 -1 -3%
JWM
420
Janiczek Wealth Management
Colorado
$1K +$1K +16 New
MLFP
421
MPS Loria Financial Planners
Illinois
$1K +$1K +19 New
FPS
422
Fieldpoint Private Securities
Connecticut
$1K +$1K +20 New
CWM
423
Curi Wealth Management
North Carolina
$1K +$1K +29 New
DWMG
424
DB Wealth Management Group
California
$1K +$1K +34 New
TI
425
tru Independence
Oregon
$1 +$1 +31 New
15 16
17
18 19