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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
SIA
501
Sit Investment Associates
Minnesota
$3K -$211 -4 -6%
TFO
502
Tarbox Family Office
California
$3K – – –
IDBONY
503
Israel Discount Bank of New York
New York
$3K +$2.9K +55 New
CAG
504
Csenge Advisory Group
Florida
$3K +$3.75K +71 New
WPA
505
West Paces Advisors
Georgia
$2.21K – – –
JA
506
JOYN Advisors
Georgia
$2K -$10.1K -191 -83%
AC
507
Avestar Capital
New York
$2K – – –
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
WAM
510
Watermark Asset Management
California
$2K – – –
TPWA
511
TRUE Private Wealth Advisors
Oregon
$1.75K +$1.85K +35 New
TRCT
512
Tower Research Capital (TRC)
New York
$1K -$183K -3,457 -99%
GWS
513
Glassman Wealth Services
Virginia
$1K -$686 -13 -41%
PCP
514
Proficio Capital Partners
Massachusetts
$1K -$53 -1 -3%
TL
515
TrueWealth LLC
Georgia
$1K – – –
Fidelity International
516
Fidelity International
Bermuda
$1K +$1.32K +25 New
CF
517
Centaurus Financial
California
$101 -$106K -2,005 -100%
FRA
518
Front Row Advisors
California
$5 – – –
CAM
519
ClariVest Asset Management
California
– -$17.5M -332,675 Closed
Squarepoint
520
Squarepoint
New York
– -$13M -246,056 Closed
JAM
521
Jupiter Asset Management
United Kingdom
– -$11.9M -225,140 Closed
UOC
522
UBS O'Connor
Illinois
– -$9.22M -175,000 Closed
ZIG
523
Zurich Insurance Group
Switzerland
– -$6.77M -128,523 Closed
SAM
524
Stansberry Asset Management
Texas
– -$5.58M -105,830 Closed
CCMG
525
Clark Capital Management Group
Pennsylvania
– -$5.55M -105,431 Closed
19 20
21
22 23

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.