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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
TA
26
Teachers Advisors
New York
$89.5M -$4.54M -86,028 -5%
Norges Bank
27
Norges Bank
Norway
$88.4M – – –
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$85.2M +$14.6M +276,393 +19%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$84.5M +$321K +6,088 +0.4%
Millennium Management
30
Millennium Management
New York
$77.1M -$145M -2,752,626 -64%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$76.3M +$77M +1,458,228 +2,309%
CVA
32
Ceredex Value Advisors
Florida
$71.2M +$74.9M +1,419,300 New
SP
33
Sarasin & Partners
United Kingdom
$70.4M +$1.81M +34,373 +3%
Goldman Sachs
34
Goldman Sachs
New York
$61.7M -$2.27M -43,008 -3%
Charles Schwab
35
Charles Schwab
California
$61M +$444K +8,408 +0.7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$60.6M -$501K -9,480 -0.8%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$55.5M +$3.03M +57,395 +5%
Victory Capital Management
38
Victory Capital Management
Texas
$54.6M -$16.6M -314,932 -22%
Legal & General Group
39
Legal & General Group
United Kingdom
$46.6M +$1.8M +34,171 +4%
FMI
40
Fiduciary Management Inc
Wisconsin
$43.9M -$1.08M -20,535 -2%
AAMU
41
AEGON Asset Management (UK)
United Kingdom
$42.7M -$6.53M -123,673 -13%
WHG
42
Westwood Holdings Group
Texas
$41.1M -$4.55M -86,231 -10%
BCM
43
Basswood Capital Management
New York
$39.7M +$12M +226,800 +40%
MCM
44
Maltese Capital Management
New York
$38.9M +$4.17M +78,974 +11%
Deutsche Bank
45
Deutsche Bank
Germany
$38.5M -$5.02M -95,056 -11%
PPA
46
Parametric Portfolio Associates
Washington
$37.7M -$1.12M -21,298 -3%
Morgan Stanley
47
Morgan Stanley
New York
$34.6M -$12.7M -241,274 -26%
EC
48
EJF Capital
Virginia
$34.2M +$22.2M +421,181 +161%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$33.8M +$1.27M +24,017 +4%
Calamos Advisors
50
Calamos Advisors
Illinois
$31.9M +$1.27M +24,084 +4%
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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.