Zions Bancorporation
ZION
430 hedge funds and large institutions have $7.48B invested in Zions Bancorporation in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 139 reducing their positions, and 59 closing their positions.
42% more call options, than puts
Call options by funds: $55.4M | Put options by funds: $39.1M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $5.98B → $7.48B (+$1.5B)
6% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 139
2% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 59
0.4% more ownership
Funds ownership: 82.87% → 83.27% (+0.4%)
0% less funds holding
Funds holding: 431 → 430 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$39.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$35.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$26.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$24.7M |
| 5 |
Morgan Stanley
New York
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$31.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$29.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$21.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$19.5M |
ZION Hedge Fund Activity: Q1 2021 in Review
430 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2021, worth a combined $7.48B — up 25% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ZION positions and 59 closed out — a net gain of 1 holder — while 147 added to existing stakes and 139 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $39.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $31.7M sold.
- 430 institutional investors held Zions Bancorporation (ZION) as of Q1 2021, down from 431 in Q4 2020.
- Funds reported $7.48B of Zions Bancorporation stock for Q1 2021, up 25% quarter-over-quarter.
- 60 funds opened new Zions Bancorporation positions in Q1 2021 and 59 closed out, a net change of +1 holder.
- The largest Zions Bancorporation buyer in Q1 2021 was Neuberger Berman Group, an estimated $39.6M added.
- The largest Zions Bancorporation seller in Q1 2021 was Balyasny Asset Management, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2021.