ZION icon

Zions Bancorporation
ZION

Overview Fund Activity

444 hedge funds and large institutions have $3.74B invested in Zions Bancorporation in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 183 increasing their positions, 150 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-46
Holders Change %
-9.39%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
183
Reduced
150
Closed
107
Calls
$97.9M
Puts
$110M
Net Calls
-$12.2M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
EWA
2
EP Wealth Advisors
California
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$118M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$42.8M
5
State Street
5
State Street
Massachusetts
$247M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$108M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.24M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
5NCM
4
59 North Capital Management
Texas
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
401
Sutton Wealth Advisors
Florida
$5.84K -$60 -2 -1%
WT
402
Whittier Trust
California
$5.51K – – –
UB
403
UMB Bank
Missouri
$4.82K -$1.98K -66 -29%
BIA
404
Bell Investment Advisors
California
$4.73K +$1.77K +59 +60%
CWP
405
Concord Wealth Partners
Virginia
$4.49K +$3.47K +116 +341%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$4.04K – – –
ME
407
McIlrath & Eck
Washington
$3.74K – – –
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.59K – – –
BWA
409
BDO Wealth Advisors
Florida
$3.08K – – –
FRA
410
Front Row Advisors
California
$3K – – –
HCM
411
Hollencrest Capital Management
California
$2.99K -$1.8K -60 -38%
CFD
412
Creative Financial Designs
Indiana
$2.69K +$2.69K +90 New
EARNEST Partners
413
EARNEST Partners
Georgia
$2.25K – – –
FSWA
414
Financial Synergies Wealth Advisors
Texas
$2.2K +$2.2K +73 New
BSB
415
Bangor Savings Bank
Maine
$2.16K – – –
BFEC
416
Benjamin F. Edwards & Company
Missouri
$2K – – –
RI
417
Ridgewood Investments
New Jersey
$1.96K +$1.96K +65 New
CFGS
418
Concourse Financial Group Securities
Alabama
$1.95K -$3.83K -128 -66%
AWM
419
Atticus Wealth Management
Florida
$1.71K +$1.71K +57 New
CIA
420
Cape Investment Advisory
Georgia
$1.5K +$1.5K +50 New
BBHC
421
Brown Brothers Harriman & Co
New York
$1.47K – – –
VCM
422
Versant Capital Management
Arizona
$1.44K – – –
CTC
423
Central Trust Company
Missouri
$1.2K – – –
CTA
424
Colonial Trust Advisors
South Carolina
$1.08K -$90 -3 -8%
WT
425
Washington Trust
Rhode Island
$1.08K -$30 -1 -3%
15 16
17
18 19