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Zions Bancorporation

460 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $211M | Put options by funds: $174M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

2% less funds holding

Funds holding: 470460 (-10)

5.18% less ownership

Funds ownership: 81.44%76.25% (-5.2%)

7% less capital invested

Capital invested by funds: $5.29B → $4.9B (-$392M)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

Holders
460
Holders Change
-10
Holders Change %
-2.13%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
164
Reduced
172
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
426
Prestige Wealth Management Group
New Jersey
$3.65K
VWA
427
Valued Wealth Advisors
Utah
$3.21K -$330 -8 -10%
FSWA
428
Financial Synergies Wealth Advisors
Texas
$3.19K +$3.01K +73 New
VNA
429
Valley National Advisers
Pennsylvania
$3K +$1.03K +25 +45%
SPIA
430
Steward Partners Investment Advisory
New York
$3K -$99K -2,400 -97%
BGAI
431
Bruce G. Allen Investments
Colorado
$2.95K +$866 +21 +45%
LC
432
Lindbrook Capital
California
$2.56K +$866 +21 +55%
FRA
433
Front Row Advisors
California
$2.21K +$2.1K +51 New
CIA
434
Cape Investment Advisory
Georgia
$2.17K
PCMC
435
Planning Capital Management Corporation
Pennsylvania
$2.04K
AW
436
Avion Wealth
Texas
$2K
CAL
437
Capital Advisors Ltd
Ohio
$2K +$866 +21 +105%
LF
438
LifeSteps Financial
California
$1.87K +$1.77K +43 New
WT
439
Whittier Trust
California
$1.74K -$1.65K -40 -50%
CSC
440
Caldwell Sutter Capital
California
$1.69K
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.65K -$104K -2,530 -99%
AF
442
Advisornet Financial
Minnesota
$1.56K -$5.77K -140 -80%
SIC
443
SJS Investment Consulting
Ohio
$1.48K +$247 +6 +21%
TCA
444
Trifecta Capital Advisors
Illinois
$1.39K
Toronto Dominion Bank
445
Toronto Dominion Bank
Ontario, Canada
$1.17K -$2.58M -62,615 -100%
Kayne Anderson Rudnick Investment Management
446
Kayne Anderson Rudnick Investment Management
California
$1.08K
CTA
447
Colonial Trust Advisors
South Carolina
$1.04K -$866 -21 -47%
TFM
448
TFC Financial Management
Massachusetts
$1.04K +$990 +24 New
GKIM
449
GW&K Investment Management
Massachusetts
$1K -$371 -9 -27%
TFA
450
Transamerica Financial Advisors
Florida
$1K