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Zions Bancorporation

502 hedge funds and large institutions have $7.91B invested in Zions Bancorporation in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 166 increasing their positions, 221 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $234M | Put options by funds: $102M

0.03% less ownership

Funds ownership: 94.52%94.49% (-0.03%)

1% less capital invested

Capital invested by funds: $7.98B → $7.91B (-$70.7M)

9% less funds holding

Funds holding: 554502 (-52)

25% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 221

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 80

Holders
502
Holders Change
-52
Holders Change %
-9.39%
% of All Funds
10.9%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
34
Increased
166
Reduced
221
Closed
80
Calls
$234M
Puts
$102M
Net Calls
+$133M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
426
Amica Retiree Medical Trust
Rhode Island
$39K +$39.2K +848 New
DWM
427
Doyle Wealth Management
Florida
$38K +$38.3K +827 New
MS
428
Mizuho Securities
Japan
$37K -$32.4K -700 -47%
DOA
429
D'Orazio & Associates
Virginia
$37K
SPIA
430
Steward Partners Investment Advisory
New York
$35K +$35.9K +775 New
CAW
431
Cornerstone Advisors (Washington)
Washington
$33K +$1.62K +35 +5%
SGAM
432
Smith Group Asset Management
Texas
$29K -$925 -20 -3%
FCA
433
FinTrust Capital Advisors
South Carolina
$28K
RWA
434
Ropes Wealth Advisors
Massachusetts
$28K
FIB
435
First Interstate Bank
Montana
$27K
SFSIG
436
San Francisco Sentry Investment Group
California
$27K
HPC
437
HM Payson & Co
Maine
$26K +$26.4K +570 New
PCG
438
Private Capital Group
Connecticut
$25K -$32.1K -694 -59%
GLI
439
Guardian Life Insurance
New York
$25K
TCOV
440
Trust Company of Vermont
Vermont
$25K +$3.47K +75 +16%
ASN
441
Advisory Services Network
Georgia
$23K -$27.5K -594 -54%
RFA
442
Reilly Financial Advisors
California
$23K
NFG
443
Next Financial Group
Texas
$23K +$22.8K +493 New
PA
444
Parallel Advisors
California
$22K
TF
445
TimeScale Financial
Massachusetts
$20K +$20.2K +436 New
LC
446
Lindbrook Capital
California
$19K
IFAM
447
Institutional & Family Asset Management
Colorado
$15K
AIM
448
Advantage Investment Management
Iowa
$14K
OIA
449
OneDigital Investment Advisors
Kansas
$14K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$13K -$4.63K -100 -26%

ZION Hedge Fund Activity: Q2 2019 in Review

502 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2019, worth a combined $7.91B — down 0.89% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of ZION and 34 opened new positions — a net loss of 46 holders — while 221 trimmed existing stakes and 166 added.

The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was American Century Companies, exiting entirely with an estimated $110M sold.

  • 502 institutional investors held Zions Bancorporation (ZION) as of Q2 2019, down from 554 in Q1 2019.
  • Funds reported $7.91B of Zions Bancorporation stock for Q2 2019, down 0.89% quarter-over-quarter.
  • 34 funds opened new Zions Bancorporation positions in Q2 2019 and 80 closed out, a net change of -46 holders.
  • The largest Zions Bancorporation buyer in Q2 2019 was Victory Capital Management, an estimated $148M added.
  • The largest Zions Bancorporation seller in Q2 2019 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2019.