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Zions Bancorporation

502 hedge funds and large institutions have $9.49B invested in Zions Bancorporation in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $397M | Put options by funds: $124M

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

14% more funds holding

Funds holding: 442502 (+60)

8% more capital invested

Capital invested by funds: $8.79B → $9.49B (+$695M)

1.31% more ownership

Funds ownership: 92.18%93.48% (+1.3%)

16% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 172

Holders
502
Holders Change
+60
Holders Change %
+13.57%
% of All Funds
11.39%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
104
Increased
144
Reduced
172
Closed
42
Calls
$397M
Puts
$124M
Net Calls
+$273M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
426
Ledyard National Bank
$47K
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$46K +$12K +251 +38%
BWM
428
Baystate Wealth Management
Massachusetts
$45K
MA
429
MCF Advisors
Kentucky
$45K
CBOA
430
Commonwealth Bank of Australia
Australia
$43K
DOA
431
D'Orazio & Associates
Virginia
$41K +$14.4K +300 +60%
VFA
432
Valeo Financial Advisors
Indiana
$38K +$36.2K +755 New
Acadian Asset Management
433
Acadian Asset Management
Massachusetts
$37K
RWA
434
Ropes Wealth Advisors
Massachusetts
$33K
GLI
435
Guardian Life Insurance
New York
$33K +$9.2K +192 +41%
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$32K +$29.8K +622 New
RFA
437
Reilly Financial Advisors
California
$30K
POIA
438
Pin Oak Investment Advisors
Texas
$30K +$28.7K +600 New
SFSIG
439
San Francisco Sentry Investment Group
California
$29K -$239 -5 -0.9%
RFS
440
Rockefeller Financial Services
New York
$28K
PA
441
Parallel Advisors
California
$27K -$7.9K -165 -24%
FCM
442
Frontier Capital Management
Massachusetts
$27K +$25.6K +535 New
NIM
443
NuWave Investment Management
New Jersey
$26K +$24.6K +514 New
PFBT
444
Parkside Financial Bank & Trust
Missouri
$25K
SLF
445
Sun Life Financial
Ontario, Canada
$22K -$50K -1,045 -70%
WT
446
Whittier Trust
California
$21K
GAM
447
Gemmer Asset Management
California
$20K
VCM
448
Versant Capital Management
Arizona
$19K
MIFH
449
Migdal Insurance & Financial Holdings
Israel
$19K +$18.2K +379 New
CAW
450
Cornerstone Advisors (Washington)
Washington
$17K