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Zions Bancorporation
ZION

Overview Fund Activity

467 hedge funds and large institutions have $5.29B invested in Zions Bancorporation in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+44
Holders Change %
+10.4%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
101
Increased
165
Reduced
145
Closed
50
Calls
$294M
Puts
$688M
Net Calls
-$394M
Net Calls Change
-$98.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$548M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$161M
4
Norges Bank
4
Norges Bank
Norway
$67.7M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$101M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$934K
4
Millennium Management
4
Millennium Management
New York
$785K
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
426
Bell Investment Advisors
California
$6.1K -$1.49K -34 -20%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$5.92K – – –
SFA
428
Semmax Financial Advisors
North Carolina
$5.78K +$5.78K +147 New
BONH
429
Bank of New Hampshire
New Hampshire
$5.48K -$7.68K -175 -58%
FFO
430
Fortitude Family Office
Arizona
$5.18K +$5.18K +118 New
RIL
431
Rothschild Investment LLC
Illinois
$5.09K +$5.09K +116 New
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.03K – – –
PTC
433
Private Trust Company
Ohio
$4.87K – – –
HCM
434
Hollencrest Capital Management
California
$4.39K – – –
AEPWM
435
Atlantic Edge Private Wealth Management
Florida
$4.04K +$4.04K +92 New
RS
436
Rakuten Securities
Japan
$3.77K +$3.77K +86 New
PWMG
437
Prestige Wealth Management Group
New Jersey
$3.69K – – –
WT
438
Whittier Trust
California
$3.51K -$3.64K -83 -51%
VWM
439
Venturi Wealth Management
Texas
$3.25K -$2.81K -64 -46%
LIWM
440
Long Island Wealth Management
New York
$3K +$3K +60 New
LF
441
Lee Financial
Texas
$2.98K +$2.98K +68 New
VWA
442
Valued Wealth Advisors
Utah
$2.86K +$2.86K +82 New
CIA
443
Cape Investment Advisory
Georgia
$2.19K – – –
BGAI
444
Bruce G. Allen Investments
Colorado
$2.06K +$2.06K +47 New
PCMC
445
Planning Capital Management Corporation
Pennsylvania
$2.06K +$2.06K +47 New
VNA
446
Valley National Advisers
Pennsylvania
$2K +$2K +55 New
CTA
447
Colonial Trust Advisors
South Carolina
$1.97K – – –
CSC
448
Caldwell Sutter Capital
California
$1.71K – – –
LC
449
Lindbrook Capital
California
$1.67K – – –
BWM
450
Baystate Wealth Management
Massachusetts
$1.57K – – –
16 17
18
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