We are live on ! Find out more
ZION icon

Zions Bancorporation

502 hedge funds and large institutions have $9.49B invested in Zions Bancorporation in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $397M | Put options by funds: $124M

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

14% more funds holding

Funds holding: 442502 (+60)

8% more capital invested

Capital invested by funds: $8.79B → $9.49B (+$695M)

1.31% more ownership

Funds ownership: 92.18%93.48% (+1.3%)

16% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 172

Holders
502
Holders Change
+60
Holders Change %
+13.57%
% of All Funds
11.39%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
104
Increased
144
Reduced
172
Closed
42
Calls
$397M
Puts
$124M
Net Calls
+$273M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
476
Whitener Capital Management
North Carolina
$5K +$4.79K +100 New
CTA
477
Carillon Tower Advisers
Florida
$4.46K +$4.21M +87,821 New
SWA
478
Sutton Wealth Advisors
Florida
$4.42K
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.01K +21 +32%
CBT
480
Capital Bank & Trust
California
$4K +$3.4K +71 New
EARNEST Partners
481
EARNEST Partners
Georgia
$4K +$3.59K +75 New
BTIS
482
BB&T Investment Services
North Carolina
$3K
SIA
483
Sit Investment Associates
Minnesota
$3K
TFO
484
Tarbox Family Office
California
$3K
PW
485
Price Wealth
Texas
$3K +$3.64K +76 New
WPA
486
West Paces Advisors
Georgia
$2.24K
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
IWM
488
IHT Wealth Management
Illinois
$2K
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
WAM
490
Watermark Asset Management
California
$2K
AWA
491
Acorn Wealth Advisors
Michigan
$2K +$1.72K +36 New
LFA
492
Legacy Financial Advisors
Kentucky
$2K +$2.11K +44 New
KF
493
Krilogy Financial
Missouri
$1K
GWS
494
Glassman Wealth Services
Virginia
$1K +$239 +5 +36%
FGC
495
Financial Gravity Companies
Texas
$1K +$623 +13 New
II
496
Inspire Investing
Idaho
$1K +$623 +13 New
TL
497
TrueWealth LLC
Georgia
$1K +$958 +20 New
AC
498
Avestar Capital
New York
$1K +$1.68K +35 New
PCG
499
Private Capital Group
Connecticut
$46 +$43.2K +902 New
Assenagon Asset Management
500
Assenagon Asset Management
Luxembourg
-$15.6M -330,035 Closed