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Zions Bancorporation

430 hedge funds and large institutions have $4.96B invested in Zions Bancorporation in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 177 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

1.29% more ownership

Funds ownership: 76.25%77.54% (+1.3%)

1% more capital invested

Capital invested by funds: $4.9B → $4.96B (+$63.8M)

7% less funds holding

Funds holding: 460430 (-30)

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 177

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

Holders
430
Holders Change
-30
Holders Change %
-6.52%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
43
Increased
146
Reduced
177
Closed
67
Calls
$181M
Puts
$150M
Net Calls
+$31.1M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
401
Valued Wealth Advisors
Utah
$3.8K +$591 +14 +19%
PWMG
402
Prestige Wealth Management Group
New Jersey
$3.64K
BGAI
403
Bruce G. Allen Investments
Colorado
$3.04K +$84 +2 +3%
RI
404
Ridgewood Investments
New Jersey
$2.36K +$2.28K +54 New
FRA
405
Front Row Advisors
California
$2.21K
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$2.17K -$4.77K -113 -69%
CIA
407
Cape Investment Advisory
Georgia
$2.17K
PCMC
408
Planning Capital Management Corporation
Pennsylvania
$2.04K
VNA
409
Valley National Advisers
Pennsylvania
$2K -$844 -20 -25%
CAL
410
Capital Advisors Ltd
Ohio
$2K -$84 -2 -5%
AAP
411
Arax Advisory Partners
Colorado
$1.86K +$1.81K +43 New
CSC
412
Caldwell Sutter Capital
California
$1.69K
AF
413
Advisornet Financial
Minnesota
$1.56K
SIC
414
SJS Investment Consulting
Ohio
$1.48K
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$1.3K +$211 +5 +20%
Toronto Dominion Bank
416
Toronto Dominion Bank
Ontario, Canada
$1.17K
TCA
417
Trifecta Capital Advisors
Illinois
$1.13K -$253 -6 -19%
FW
418
Fairway Wealth
Ohio
$1.04K +$1.01K +24 New
AW
419
Avion Wealth
Texas
$1K
GKIM
420
GW&K Investment Management
Massachusetts
$1K
TFA
421
Transamerica Financial Advisors
Florida
$1K
LC
422
Lindbrook Capital
California
$911 -$1.6K -38 -64%
SFC
423
Strategic Financial Concepts
Texas
$849 +$1.86M +44,060 New
OWA
424
Opal Wealth Advisors
New York
$825
S
425
Sachetta
Massachusetts
$727