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Zions Bancorporation
ZION

Overview Fund Activity

467 hedge funds and large institutions have $5.29B invested in Zions Bancorporation in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+44
Holders Change %
+10.4%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
101
Increased
165
Reduced
145
Closed
50
Calls
$294M
Puts
$688M
Net Calls
-$394M
Net Calls Change
-$98.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$548M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$161M
4
Norges Bank
4
Norges Bank
Norway
$67.7M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$101M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$934K
4
Millennium Management
4
Millennium Management
New York
$785K
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
401
ICA Group Wealth Management
Colorado
$19.7K +$19.7K +449 New
ODG
402
O'Dell Group
Ohio
$18.9K +$18.9K +430 New
TCOV
403
Trust Company of Vermont
Vermont
$18.9K -$1.45K -33 -7%
MFC
404
Mechanics Financial Corp
Ohio
$17.5K – – –
EWA
405
EverSource Wealth Advisors
Alabama
$16.4K -$307 -7 -2%
CTC
406
Central Trust Company
Missouri
$16.2K +$16.2K +369 New
CFD
407
Creative Financial Designs
Indiana
$16.1K +$9.43K +215 +142%
TLA
408
Tanglewood Legacy Advisors
Texas
$15.9K – – –
BF
409
BOK Financial
Oklahoma
$15.5K +$14.9K +339 +2,421%
BCFD
410
Boit C.F. David
$15.1K – – –
MCM
411
MV Capital Management
Maryland
$15K +$834 +19 +6%
HI
412
Harbour Investments
Wisconsin
$14.8K – – –
BWL
413
Bogart Wealth LLC
Virginia
$14.2K – – –
MHR
414
Matthew Hamilton Rosenberg
$12.7K – – –
RIM
415
Rakuten Investment Management
Japan
$11.6K +$11.6K +260 New
UB
416
UMB Bank
Missouri
$11.5K -$2.9K -66 -20%
RG
417
Retirement Group
California
$11K – – –
KHC
418
Koesten Hirschmann & Crabtree
Kansas
$9.91K +$131 +3 +1%
RCM
419
Raleigh Capital Management
North Carolina
$9.62K +$3.56K +81 +59%
HNB
420
Huntington National Bank
Ohio
$7.9K -$570 -13 -7%
PWMG
421
Private Wealth Management Group
New Jersey
$7.9K +$7.9K +180 New
AF
422
Advisornet Financial
Minnesota
$7.72K +$439 +10 +6%
JWA
423
JFS Wealth Advisors
Pennsylvania
$7.24K +$1.23K +28 +20%
KWAG
424
Kiely Wealth Advisory Group
North Carolina
$6.63K +$6.63K +150 New
CJ
425
Caitlin John
Michigan
$6.45K +$6.45K +147 New
15 16
17
18 19