We are live on ! Find out more
ZION icon

Zions Bancorporation

441 hedge funds and large institutions have $7.38B invested in Zions Bancorporation in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 212 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $308M | Put options by funds: $65.2M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.79% less ownership

Funds ownership: 94.49%93.7% (-0.79%)

7% less capital invested

Capital invested by funds: $7.91B → $7.38B (-$532M)

12% less funds holding

Funds holding: 502441 (-61)

43% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 212

61% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 99

Holders
441
Holders Change
-61
Holders Change %
-12.15%
% of All Funds
9.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
120
Reduced
212
Closed
99
Calls
$308M
Puts
$65.2M
Net Calls
+$242M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
426
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GSWM
427
Golden State Wealth Management
California
$2K +$43 +1 +2%
AIC
428
Ameritas Investment Company
Nebraska
$2K +$1.95K +45 New
WPA
429
West Paces Advisors
Georgia
$1.96K
BL
430
Balentine LLC
Georgia
$1K -$3.54K -82 -74%
JIR
431
James Investment Research
Ohio
$1K
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$1K
WCG
433
Weaver Consulting Group
California
$1K
GWS
434
Glassman Wealth Services
Virginia
$1K +$259 +6 +33%
EI
435
Ellevest Inc
New York
$1K +$519 +12 New
LFG
436
Larson Financial Group
Missouri
$1K +$778 +18 New
WWM
437
Willingdon Wealth Management
North Carolina
$1K +$1.38K +32 New
GT
438
Glenmede Trust
Pennsylvania
$124 -$9.96M -230,546 -99%
AIM
439
Artemis Investment Management
United Kingdom
-$85M -1,853,673 Closed
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
-$44.9M -976,952 Closed
SP
441
Sarasin & Partners
United Kingdom
-$21.2M -460,174 Closed
CCMG
442
Clark Capital Management Group
Pennsylvania
-$18M -391,228 Closed
GC
443
Gillson Capital
Illinois
-$11.6M -252,230 Closed
CAM
444
Centre Asset Management
New York
-$8.35M -181,520 Closed
CFG
445
Cambridge Financial Group
Ohio
-$5.83M -126,738 Closed
OAC
446
OMERS Administration Corp
Ontario, Canada
-$5.89M -126,300 Closed
Los Angeles Capital Management
447
Los Angeles Capital Management
California
-$5.25M -114,170 Closed
BCM
448
BlueMar Capital Management
Florida
-$5.16M -112,202 Closed
CEP
449
Chicago Equity Partners
Illinois
-$4.09M -88,885 Closed
USAA
450
United Services Automobile Association
Texas
-$3.5M -76,202 Closed

ZION Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2019, worth a combined $7.38B — down 6.7% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of ZION and 39 opened new positions — a net loss of 60 holders — while 212 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $93.8M.

  • 441 institutional investors held Zions Bancorporation (ZION) as of Q3 2019, down from 502 in Q2 2019.
  • Funds reported $7.38B of Zions Bancorporation stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 39 funds opened new Zions Bancorporation positions in Q3 2019 and 99 closed out, a net change of -60 holders.
  • The largest Zions Bancorporation buyer in Q3 2019 was Wellington Management Group, an estimated $162M added.
  • The largest Zions Bancorporation seller in Q3 2019 was Millennium Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2019.