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Zions Bancorporation
ZION

521 hedge funds and large institutions have $9.22B invested in Zions Bancorporation in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 217 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $222M | Put options by funds: $62.3M

0.22% less ownership

Funds ownership: 94.81% → 94.58% (-0.22%)

3% less funds holding

Funds holding: 539 → 521 (-18)

6% less capital invested

Capital invested by funds: $9.85B → $9.22B (-$628M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

24% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 217

Holders
521
Holders Change
-18
Holders Change %
-3.34%
% of All Funds
11.91%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
164
Reduced
217
Closed
62
Calls
$222M
Puts
$62.3M
Net Calls
+$160M
Net Calls Change
-$49.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77M
3
CVA
Ceredex Value Advisors
Florida
+$74.9M
4
PAM
Panagora Asset Management
Massachusetts
+$66.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$145M
2
American Century Companies
American Century Companies
Missouri
-$68.4M
3
Invesco
Invesco
Georgia
-$49.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
5
Ameriprise
Ameriprise
Minnesota
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$28K -$26.1K -494 -45%
PA
452
Parallel Advisors
California
$28K -$6.28K -119 -18%
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$28K – – –
GLI
454
Guardian Life Insurance
New York
$28K +$475 +9 +2%
FHA
455
Flagship Harbor Advisors
Massachusetts
$27K +$53 +1 +0.2%
SLF
456
Sun Life Financial
Ontario, Canada
$27K +$211 +4 +0.7%
KA
457
Kaizen Advisory
Illinois
$26K – – –
PAM
458
Paradigm Asset Management
New York
$25.1K -$108K -2,050 -80%
RFA
459
Reilly Financial Advisors
California
$25K – – –
AIL
460
AGF Investments LLC
Ontario, Canada
$24K -$9.35K -177 -26%
CG
461
Cutler Group
California
$24K +$12.7K +240 +100%
PCG
462
Private Capital Group
Connecticut
$23K – – –
CIA
463
CSat Investment Advisory
Michigan
$19K +$5.97K +113 +42%
IFAM
464
Institutional & Family Asset Management
Colorado
$17K – – –
OIA
465
OneDigital Investment Advisors
Kansas
$16K – – –
FANJ
466
Financial Architects (New Jersey)
New Jersey
$15K -$211 -4 -1%
AIM
467
Advantage Investment Management
Iowa
$15K – – –
VCM
468
Versant Capital Management
Arizona
$15K – – –
FGAM
469
Financial Gravity Asset Management
Texas
$15K +$317 +6 +2%
RCAG
470
Rehmann Capital Advisory Group
Michigan
$14.1K – – –
ICM
471
IMS Capital Management
Oregon
$13K +$13.2K +250 New
APP
472
Avantax Planning Partners
Iowa
$13K +$14K +265 New
ED
473
Exane Derivatives
France
$12.4K +$53 +1 +0.4%
CCMW
474
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
SFM
475
Signet Financial Management
New Jersey
$12K +$10.6K +200 +541%
17 18
19
20 21

ZION Hedge Fund Activity: Q3 2018 in Review

521 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2018, worth a combined $9.22B — down 6.4% from $9.85B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ZION and 50 opened new positions — a net loss of 12 holders — while 217 trimmed existing stakes and 164 added.

The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Millennium Management, cutting an estimated $145M.

  • 521 institutional investors held Zions Bancorporation (ZION) as of Q3 2018, down from 539 in Q2 2018.
  • Funds reported $9.22B of Zions Bancorporation stock for Q3 2018, down 6.4% quarter-over-quarter.
  • 50 funds opened new Zions Bancorporation positions in Q3 2018 and 62 closed out, a net change of -12 holders.
  • The largest Zions Bancorporation buyer in Q3 2018 was Citadel Advisors, an estimated $171M added.
  • The largest Zions Bancorporation seller in Q3 2018 was Millennium Management, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2018.