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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
426
Monarch Partners Asset Management
Massachusetts
– -$12.9M -414,532 Closed
Hotchkis & Wiley Capital Management
427
Hotchkis & Wiley Capital Management
California
– -$8.48M -273,258 Closed
AC
428
Alpenglow Capital
California
– -$4.7M -151,600 Closed
CG
429
Clinton Group
New York
– -$3.12M -100,616 Closed
TA
430
Teton Advisors
New York
– -$2.96M -95,332 Closed
IP
431
Interval Partners
New York
– -$2.69M -86,767 Closed
GH
432
GAM Holding
Switzerland
– -$2.56M -82,460 Closed
CL
433
CPWM LLC
Washington
– -$1.97M -63,477 Closed
LPC
434
Loeb Partners Corp
New York
– -$1.82M -58,750 Closed
MHP
435
Manatuck Hill Partners
Connecticut
– -$1.55M -50,000 Closed
Capstone Investment Advisors
436
Capstone Investment Advisors
New York
– -$1.34M -43,245 Closed
BIM
437
Bogle Investment Management
Massachusetts
– -$1.1M -35,458 Closed
QC
438
Quadrature Capital
United Kingdom
– -$946K -30,500 Closed
IIC
439
Ironwood Investment Counsel
Arizona
– -$667K -25,805 Closed
BNP Paribas Asset Management
440
BNP Paribas Asset Management
France
– -$592K -19,074 Closed
SOADOR
441
State of Alaska Department of Revenue
Alaska
– -$530K -17,101 Closed
DRZID
442
DePrince Race & Zollo Inc (DRZ)
Florida
– -$527K -17,000 Closed
Two Sigma Investments
443
Two Sigma Investments
New York
– -$594K -16,134 Closed
CIM
444
CenturyLink Investment Management
Colorado
– -$380K -12,266 Closed
Skandinaviska Enskilda Banken (SEB)
445
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$339K -10,924 Closed
ECM
446
Everence Capital Management
Indiana
– -$283K -9,110 Closed
DC
447
Deere & Company
Illinois
– -$279K -8,983 Closed
QC
448
QCM Cayman
Texas
– -$201K -6,481 Closed
VF
449
Virtu Financial
New York
– -$200K -6,452 Closed
JWM
450
Jacobus Wealth Management
Wisconsin
– -$143K -4,600 Closed
15 16 17
18
19

ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.