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Zions Bancorporation
ZION

Overview Fund Activity

444 hedge funds and large institutions have $3.74B invested in Zions Bancorporation in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 183 increasing their positions, 150 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-46
Holders Change %
-9.39%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
183
Reduced
150
Closed
107
Calls
$97.9M
Puts
$110M
Net Calls
-$12.2M
Net Calls Change
-$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
EWA
2
EP Wealth Advisors
California
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$118M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$42.8M
5
State Street
5
State Street
Massachusetts
$247M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$108M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.24M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
5NCM
4
59 North Capital Management
Texas
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
426
Transamerica Financial Advisors
Florida
$1K – – –
ONST
427
Old North State Trust
North Carolina
$1K – – –
DI
428
Disciplined Investments
Oklahoma
$988 +$180 +6 +22%
PWMG
429
Prestige Wealth Management Group
New Jersey
$928 -$838 -28 -47%
Commonwealth Equity Services
430
Commonwealth Equity Services
Massachusetts
$913 +$630 +21,079 +223%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$838 – – –
IG
432
ING Group
Netherlands
$718 -$760K -25,415 -100%
WTC
433
WhitTier Trust Company
Nevada
$688 – – –
BWM
434
BerganKDV Wealth Management
Minnesota
$638 -$273 -9 -30%
JWA
435
JFS Wealth Advisors
Pennsylvania
$629 -$2.16K -72 -77%
CAC
436
Core Alternative Capital
Georgia
$389 +$389 +13 New
NSIM
437
North Star Investment Management
Illinois
$329 -$5.92K -198 -95%
GI
438
Gradient Investments
Minnesota
$299 +$150 +5 +100%
JWM
439
Janiczek Wealth Management
Colorado
$240 -$240 -8 -50%
AssetMark Inc
440
AssetMark Inc
California
$210 +$210 +7 New
SC
441
Schubert & Co
Texas
$180 -$1.11K -37 -86%
SIC
442
SJS Investment Consulting
Ohio
$180 -$990 -33 -85%
FGAM
443
Financial Gravity Asset Management
Texas
$180 -$114 -19 -39%
TWP
444
TFO Wealth Partners
Ohio
$120 +$90 +3 +300%
HCP
445
Hexagon Capital Partners
Arkansas
$30 -$780 -26 -96%
Marshall Wace
446
Marshall Wace
United Kingdom
– -$68.9M -1,401,957 Closed
5NCM
447
59 North Capital Management
Texas
– -$35.9M -731,032 Closed
TAM
448
Todd Asset Management
Kentucky
– -$28.7M -583,396 Closed
SSA
449
Schonfeld Strategic Advisors
New York
– -$24.4M -495,680 Closed
BC
450
Brookfield Corp
Ontario, Canada
– -$16.4M -332,727 Closed
16 17
18
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