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Zions Bancorporation

460 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $211M | Put options by funds: $174M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

2% less funds holding

Funds holding: 470460 (-10)

5.18% less ownership

Funds ownership: 81.44%76.25% (-5.2%)

7% less capital invested

Capital invested by funds: $5.29B → $4.9B (-$392M)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

Holders
460
Holders Change
-10
Holders Change %
-2.13%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
164
Reduced
172
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
401
Rogco LP
Oklahoma
$10.8K -$12.2K -296 -54%
RG
402
Retirement Group
California
$10.8K
OPTFSNA
403
Old Point Trust & Financial Services N A
Virginia
$10.8K +$10.3K +250 New
CA
404
CoreCap Advisors
Michigan
$10.6K +$10.1K +244 New
KHC
405
Koesten Hirschmann & Crabtree
Kansas
$9.9K +$82 +2 +0.9%
ACA
406
American Capital Advisory
Idaho
$9.82K -$21K -510 -61%
HNB
407
Huntington National Bank
Ohio
$8.46K +$619 +15 +8%
PWMG
408
Private Wealth Management Group
New Jersey
$7.81K
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$7.07K +$1.16K +28 +21%
MA
410
MCF Advisors
Kentucky
$6.58K +$6.27K +152 New
CFD
411
Creative Financial Designs
Indiana
$6.55K -$8.87K -215 -59%
RIL
412
Rothschild Investment LLC
Illinois
$6.55K +$1.44K +35 +30%
CWP
413
Concord Wealth Partners
Virginia
$6.51K +$6.19K +150 New
CJ
414
Caitlin John
Michigan
$6.38K
KWAG
415
Kiely Wealth Advisory Group
North Carolina
$6.27K
BIA
416
Bell Investment Advisors
California
$6.03K
JWA
417
JFS Wealth Advisors
Pennsylvania
$5.86K -$1.24K -30 -18%
BONH
418
Bank of New Hampshire
New Hampshire
$5.42K
FFO
419
Fortitude Family Office
Arizona
$5.12K
LWCFA
420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.96K
PTC
421
Private Trust Company
Ohio
$4.82K
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
$4.6K -$3.73M -90,469 -100%
HCM
423
Hollencrest Capital Management
California
$4.34K
AEPWM
424
Atlantic Edge Private Wealth Management
Florida
$3.99K
ETC
425
Exchange Traded Concepts
Oklahoma
$3.95K +$3.75K +91 New