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Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$38.8M -$27.9M -957,122 -40%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$36.7M -$17.5M -600,700 -31%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$35.6M +$1.38M +47,272 +4%
PIM
29
Perkins Investment Management
Illinois
$32.4M -$8.77M -300,429 -20%
N
30
Natixis
France
$27.1M +$28.8M +986,780 New
Deutsche Bank
31
Deutsche Bank
Germany
$24.9M -$17.4M -596,031 -40%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$24.7M +$6.07M +208,084 +30%
Capital World Investors
33
Capital World Investors
California
$24.2M -$3.57M -122,162 -12%
MCM
34
Munder Capital Management
Michigan
$23.8M -$869K -29,773 -3%
Legal & General Group
35
Legal & General Group
United Kingdom
$23.1M +$32.4K +1,111 +0.1%
PI
36
Putnam Investments
Massachusetts
$22.4M +$11.4M +390,577 +92%
PCM
37
Penn Capital Management
Pennsylvania
$21.6M +$2.05M +70,168 +10%
BCM
38
BBT Capital Management
Texas
$20.9M – – –
BG
39
BlackRock Group
United Kingdom
$20.7M -$5.1M -174,615 -19%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$19.1M -$1.13M -38,590 -5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$19M +$234K +8,020 +1%
CIP
42
Chartwell Investment Partners
Pennsylvania
$18.5M -$1.34M -46,055 -6%
RIM
43
RS Investment Management
California
$18.1M +$7.56M +259,134 +64%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.1M -$6.36M -217,977 -25%
Morgan Stanley
45
Morgan Stanley
New York
$16.3M +$9.22M +316,036 +114%
BA
46
Broadview Advisors
Wisconsin
$15.2M – – –
KeyBank National Association
47
KeyBank National Association
Ohio
$14.8M +$809K +27,720 +5%
Citadel Advisors
48
Citadel Advisors
Florida
$14.7M -$21.3M -730,750 -58%
STMM
49
South Texas Money Management
Texas
$14.6M +$15.6M +533,422 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$14.4M – – –
1
2
3 4 5

ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.