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Zions Bancorporation

502 hedge funds and large institutions have $7.91B invested in Zions Bancorporation in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 166 increasing their positions, 221 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $234M | Put options by funds: $102M

0.03% less ownership

Funds ownership: 94.52%94.49% (-0.03%)

1% less capital invested

Capital invested by funds: $7.98B → $7.91B (-$70.7M)

9% less funds holding

Funds holding: 554502 (-52)

25% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 221

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 80

Holders
502
Holders Change
-52
Holders Change %
-9.39%
% of All Funds
10.9%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
34
Increased
166
Reduced
221
Closed
80
Calls
$234M
Puts
$102M
Net Calls
+$133M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
476
Orrstown Financial Services
Pennsylvania
$5K
SIC
477
Salem Investment Counselors
North Carolina
$5K
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$5K +$324 +7 +7%
CFG
479
Citizens Financial Group
Rhode Island
$5K +$1.76K +38 +49%
BL
480
Balentine LLC
Georgia
$5K +$5.13K +111 New
FHA
481
Flagship Harbor Advisors
Massachusetts
$4K -$601 -13 -11%
LFG
482
LifePlan Financial Group
Ohio
$4K
SWA
483
Sutton Wealth Advisors
Florida
$4K
MWM
484
Meridian Wealth Management
Kentucky
$3.04K -$10.5K -226 -3%
CBT
485
Capital Bank & Trust
California
$3K
EARNEST Partners
486
EARNEST Partners
Georgia
$3K
SIA
487
Sit Investment Associates
Minnesota
$3K
WCM
488
Whitener Capital Management
North Carolina
$3K +$46 +1 +1%
WPA
489
West Paces Advisors
Georgia
$2.02K
EFSCE
490
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GSWM
491
Golden State Wealth Management
California
$2K
FGAM
492
Financial Gravity Asset Management
Texas
$1K -$1.67K -36 -65%
AC
493
Avestar Capital
New York
$1K
JIR
494
James Investment Research
Ohio
$1K
OAM
495
Oppenheimer Asset Management
New York
$1K
WCG
496
Weaver Consulting Group
California
$1K
GWS
497
Glassman Wealth Services
Virginia
$1K +$185 +4 +29%
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$555 +12 +300%
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$1K +$601 +13 New
FBT
500
First Bank & Trust
South Dakota
$1K +$1.06K +23 New

ZION Hedge Fund Activity: Q2 2019 in Review

502 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2019, worth a combined $7.91B — down 0.89% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of ZION and 34 opened new positions — a net loss of 46 holders — while 221 trimmed existing stakes and 166 added.

The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was American Century Companies, exiting entirely with an estimated $110M sold.

  • 502 institutional investors held Zions Bancorporation (ZION) as of Q2 2019, down from 554 in Q1 2019.
  • Funds reported $7.91B of Zions Bancorporation stock for Q2 2019, down 0.89% quarter-over-quarter.
  • 34 funds opened new Zions Bancorporation positions in Q2 2019 and 80 closed out, a net change of -46 holders.
  • The largest Zions Bancorporation buyer in Q2 2019 was Victory Capital Management, an estimated $148M added.
  • The largest Zions Bancorporation seller in Q2 2019 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2019.