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Zions Bancorporation

332 hedge funds and large institutions have $5.02B invested in Zions Bancorporation in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $87.2M | Put options by funds: $24.7M

70% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 89

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

5% more capital invested

Capital invested by funds: $4.78B → $5.02B (+$244M)

5% more funds holding

Funds holding: 317332 (+15)

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
9.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
151
Reduced
89
Closed
30
Calls
$87.2M
Puts
$24.7M
Net Calls
+$62.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
26
Fiduciary Management Inc
Wisconsin
$48.6M -$113K -3,905 -0.2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$47.6M +$2.32M +79,790 +5%
EAM
28
EverPoint Asset Management
Connecticut
$46.9M +$38.2M +1,315,000 +438%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$44.1M +$3.81M +131,407 +9%
GC
30
Guggenheim Capital
Illinois
$41.6M +$3.63M +125,085 +10%
RIM
31
RS Investment Management
California
$41.5M +$24M +825,025 +137%
Millennium Management
32
Millennium Management
New York
$39.1M -$12.1M -416,826 -24%
American Century Companies
33
American Century Companies
Missouri
$35.4M +$35.4M +1,218,094 New
MCM
34
Munder Capital Management
Michigan
$32.5M +$279K +9,623 +0.9%
Deutsche Bank
35
Deutsche Bank
Germany
$32.2M +$2.5M +85,968 +8%
EC
36
EJF Capital
Virginia
$29.1M +$10.2M +350,000 +54%
Two Sigma Investments
37
Two Sigma Investments
New York
$27.9M +$27.5M +947,846 +7,884%
PAM
38
Panagora Asset Management
Massachusetts
$27.7M -$9.72M -334,809 -26%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$26.6M +$613K +21,100 +2%
MAA
40
Managed Account Advisors
New Jersey
$25.1M +$6.6M +227,233 +36%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$24.9M +$24.7M +849,613 +11,083%
BG
42
BlackRock Group
United Kingdom
$24M +$854K +29,426 +4%
Legal & General Group
43
Legal & General Group
United Kingdom
$23.1M +$246K +8,462 +1%
Goldman Sachs
44
Goldman Sachs
New York
$22.9M -$5.7M -196,190 -20%
Citadel Advisors
45
Citadel Advisors
Florida
$22.8M +$5.16M +177,790 +29%
PRCM
46
Pine River Capital Management
Minnesota
$22.7M +$22.7M +780,400 New
HA
47
Heartland Advisors
Wisconsin
$22.7M +$959K +33,026 +4%
BCM
48
BBT Capital Management
Texas
$22.2M
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$20.1M +$17.2M +591,800 +600%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$19.2M -$66.8K -2,300 -0.3%

ZION Hedge Fund Activity: Q3 2014 in Review

332 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2014, worth a combined $5.02B — up 5.1% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ZION positions and 30 closed out — a net gain of 18 holders — while 151 added to existing stakes and 89 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $125M. The largest seller was Wells Fargo, cutting an estimated $266M.

  • 332 institutional investors held Zions Bancorporation (ZION) as of Q3 2014, up from 317 in Q2 2014.
  • Funds reported $5.02B of Zions Bancorporation stock for Q3 2014, up 5.1% quarter-over-quarter.
  • 48 funds opened new Zions Bancorporation positions in Q3 2014 and 30 closed out, a net change of +18 holders.
  • The largest Zions Bancorporation buyer in Q3 2014 was NWQ Investment Management Company, an estimated $125M added.
  • The largest Zions Bancorporation seller in Q3 2014 was Wells Fargo, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2014.