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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
FGAM
451
Financial Gravity Asset Management
Texas
$889 +$825 +20 New
OWA
452
Opal Wealth Advisors
New York
$825 +$784 +19 New
GI
453
Gradient Investments
Minnesota
$738
AWM
454
Abound Wealth Management
Tennessee
$695
DF
455
Dunhill Financial
United Kingdom
$671 +$82 +2 +15%
S
456
Sachetta
Massachusetts
$615
BF
457
BOK Financial
Oklahoma
$258 -$14.3K -347 -98%
LFG
458
Larson Financial Group
Missouri
$207 -$18.8K -455 -99%
YAL
459
Your Advocates Ltd
Texas
$175 -$619 -15 -79%
CPG
460
Cornerstone Planning Group
New Jersey
$175 +$165 +4 New
TWP
461
TFO Wealth Partners
Ohio
$174
Lord, Abbett & Co
462
Lord, Abbett & Co
New Jersey
-$49.9M -1,138,500 Closed
Massachusetts Financial Services
463
Massachusetts Financial Services
Massachusetts
-$28.6M -651,599 Closed
Calamos Advisors
464
Calamos Advisors
Illinois
-$11.3M -256,984 Closed
SVBP
465
Strategic Value Bank Partners
Ohio
-$9.27M -211,282 Closed
LAM
466
LifePro Asset Management
California
-$3.71M -84,613 Closed
Chevy Chase Trust
467
Chevy Chase Trust
Maryland
-$3.63M -82,756 Closed
DA
468
Duality Advisers
Florida
-$2.92M -66,630 Closed
IWS
469
Insight Wealth Strategies
California
-$1.84M -41,850 Closed
Wellington Management Group
470
Wellington Management Group
Massachusetts
-$1.66M -37,847 Closed
TCM
471
Teza Capital Management
Illinois
-$1.66M -37,759 Closed
TD Asset Management
472
TD Asset Management
Ontario, Canada
-$1.44M -32,926 Closed
CG
473
Cutler Group
California
-$1.26M -30,582 Closed
CWM
474
CIBC World Markets
New York
-$1.33M -30,233 Closed
HIIFS
475
Harel Insurance Investments & Financial Services
Israel
-$1.27M -28,400 Closed