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Zions Bancorporation

430 hedge funds and large institutions have $4.96B invested in Zions Bancorporation in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 177 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

1.29% more ownership

Funds ownership: 76.25%77.54% (+1.3%)

1% more capital invested

Capital invested by funds: $4.9B → $4.96B (+$63.8M)

7% less funds holding

Funds holding: 460430 (-30)

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 177

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

Holders
430
Holders Change
-30
Holders Change %
-6.52%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
43
Increased
146
Reduced
177
Closed
67
Calls
$181M
Puts
$150M
Net Calls
+$31.1M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
476
Baird Financial Group
Wisconsin
-$227K -5,219 Closed
EF
477
Empirical Finance
Pennsylvania
-$226K -5,205 Closed
SAM
478
Shikiar Asset Management
New York
-$217K -5,000 Closed
FT
479
Fiduciary Trust
Massachusetts
-$212K -4,886 Closed
NRI
480
NFP Retirement Inc
California
-$205K -4,714 Closed
WS
481
Wedbush Securities
California
-$200K -4,617 Closed
MAM
482
Meeder Asset Management
Ohio
-$31.4K -724 Closed
Jones Financial Companies
483
Jones Financial Companies
Missouri
-$17.7K -408 Closed
TLA
484
Tanglewood Legacy Advisors
Texas
-$15.8K -363 Closed
OPTFSNA
485
Old Point Trust & Financial Services N A
Virginia
-$10.8K -250 Closed
CA
486
CoreCap Advisors
Michigan
-$10.6K -244 Closed
CWP
487
Concord Wealth Partners
Virginia
-$6.51K -150 Closed
CJ
488
Caitlin John
Michigan
-$6.38K -147 Closed
FSWA
489
Financial Synergies Wealth Advisors
Texas
-$3.19K -73 Closed
LF
490
LifeSteps Financial
California
-$1.87K -43 Closed
WT
491
Whittier Trust
California
-$1.74K -40 Closed
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.65K -38 Closed
CTA
493
Colonial Trust Advisors
South Carolina
-$1.04K -24 Closed
FGAM
494
Financial Gravity Asset Management
Texas
-$889 -20 Closed
AWM
495
Abound Wealth Management
Tennessee
-$695 -16 Closed
CPG
496
Cornerstone Planning Group
New Jersey
-$175 -4 Closed
TWP
497
TFO Wealth Partners
Ohio
-$174 -4 Closed
CS
498
Candriam SCA
Luxembourg
-$298K