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Zions Bancorporation

421 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

5.74% less ownership

Funds ownership: 86.37%80.63% (-5.7%)

6% less funds holding

Funds holding: 448421 (-27)

14% less capital invested

Capital invested by funds: $3.74B → $3.21B (-$527M)

29% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $104M | Put options by funds: $362M

Holders
421
Holders Change
-27
Holders Change %
-6.03%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
166
Reduced
148
Closed
92
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Cape Investment Advisory
Georgia
$1.34K
VCM
402
Versant Capital Management
Arizona
$1.21K -$83 -3 -6%
CTA
403
Colonial Trust Advisors
South Carolina
$1.21K +$250 +9 +25%
CSC
404
Caldwell Sutter Capital
California
$1.05K +$1.08K +39 New
LC
405
Lindbrook Capital
California
$1.02K -$15.2K -548 -94%
WT
406
Washington Trust
Rhode Island
$1.02K +$55 +2 +6%
FRA
407
Front Row Advisors
California
$1K -$999 -36 -41%
TFA
408
Transamerica Financial Advisors
Florida
$1K
CAL
409
Capital Advisors Ltd
Ohio
$1K +$555 +20 New
SIA
410
SkyView Investment Advisors
New Jersey
$1K +$583 +21 New
BG
411
Bollard Group
Massachusetts
$1K +$1.39K +50 New
TCA
412
Trifecta Capital Advisors
Illinois
$860 +$888 +32 New
BBHC
413
Brown Brothers Harriman & Co
New York
$645 -$693 -25 -51%
GCS
414
Gordian Capital (Singapore)
Singapore
$564 +$583 +21 New
SIC
415
SJS Investment Consulting
Ohio
$484 +$333 +12 +200%
YAL
416
Your Advocates Ltd
Texas
$403 +$416 +15 New
NSIM
417
North Star Investment Management
Illinois
$295
BAAM
418
Baker Avenue Asset Management
California
$295 +$305 +11 New
OP
419
ORG Partners
Indiana
$200 +$194 +7 New
TWP
420
TFO Wealth Partners
Ohio
$107
JWA
421
JFS Wealth Advisors
Pennsylvania
$27 -$555 -20 -95%
Victory Capital Management
422
Victory Capital Management
Texas
-$108M -3,602,715 Closed
Voloridge Investment Management
423
Voloridge Investment Management
Florida
-$42.8M -1,429,007 Closed
AAM
424
Ardevora Asset Management
United Kingdom
-$40.3M -1,347,703 Closed
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
-$21M -756,696 Closed