Zions Bancorporation
ZION
428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.
242% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 33
93.34% more ownership
Funds ownership: 0% → 93.34% (+93%)
72% more call options, than puts
Call options by funds: $273M | Put options by funds: $158M
48% more capital invested
Capital invested by funds: $5.51B → $8.18B (+$2.67B)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
21% more funds holding
Funds holding: 355 → 428 (+73)
8% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 146
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$60.6M |
| 2 |
Goldman Sachs
New York
|
+$59.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$52.2M |
| 4 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$39.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$36.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
451
Prelude Capital Management
New York
| – | -$72K | -2,313 | Closed |
|
452
Group One Trading
Chicago,
Illinois
| – | -$22.5K | -610 | Closed |
|
|
ATC
453
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$6K | -203 | Closed |
|
|
JFA
454
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$3K | -98 | Closed |
|
|
S
455
SignatureFD
Atlanta,
Georgia
| – | -$3K | -98 | Closed |
|
|
HCM
456
Herndon Capital Management
Atlanta,
Georgia
| – | -$1K | -19 | Closed |
|
|
CFD
457
Creative Financial Designs
Kokomo,
Indiana
| – | +$37 | +1 | New |
|
|
EA
458
Edge Advisors
Atlanta,
Georgia
| – | +$368 | +10 | New |
|
ZION Hedge Fund Activity: Q4 2016 in Review
428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.
The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.
- 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
- Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
- 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
- The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
- The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.
Based on aggregated 13F filings for Q4 2016.