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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$72.9M -$919K -24,943 -1%
EC
27
EJF Capital
Virginia
$70.4M +$23.4M +635,001 +64%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$68.2M +$18.1M +492,315 +45%
WHG
29
Westwood Holdings Group
Texas
$68.2M -$5.14M -139,526 -8%
GC
30
Guggenheim Capital
Illinois
$67.3M -$8.89M -241,345 -13%
SFM
31
Systematic Financial Management
New Jersey
$63.3M -$52.3M -1,418,528 -49%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$61.4M -$355K -9,622 -0.7%
SCP
33
Seizert Capital Partners
Michigan
$60.1M -$13.9M -376,383 -21%
Ameriprise
34
Ameriprise
Minnesota
$59.2M +$2.2M +59,612 +5%
FMI
35
Fiduciary Management Inc
Wisconsin
$57.4M +$1.38M +37,470 +3%
VFA
36
Virtus Fund Advisers
Connecticut
$47.5M -$31.9M -864,500 -44%
Morgan Stanley
37
Morgan Stanley
New York
$47.5M +$20.5M +555,692 +101%
Norges Bank
38
Norges Bank
Norway
$45.9M +$9.73M +264,072 +33%
BG
39
BlackRock Group
United Kingdom
$44.8M +$5.42M +147,019 +16%
Charles Schwab
40
Charles Schwab
California
$43.4M +$1.7M +46,115 +5%
CCI
41
Columbus Circle Investors
$39.9M +$24.1M +653,327 +239%
PPA
42
Parametric Portfolio Associates
Washington
$37.5M +$6.39M +173,381 +25%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$37.5M -$12.4M -336,318 -28%
TCM
44
Tetrem Capital Management
Manitoba, Canada
$34.9M +$29.9M +811,450 New
Legal & General Group
45
Legal & General Group
United Kingdom
$34.8M -$153K -4,147 -0.5%
Barclays
46
Barclays
United Kingdom
$32.5M +$21.5M +583,663 +343%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$31.9M +$14.1M +383,829 +108%
LSV Asset Management
48
LSV Asset Management
Illinois
$31.5M +$4.99M +135,400 +23%
Bank of America
49
Bank of America
North Carolina
$31M +$2.34M +63,441 +10%
AQR Capital Management
50
AQR Capital Management
Connecticut
$30.2M +$25.3M +685,353 +4,376%
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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.