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Zions Bancorporation
ZION

Overview Fund Activity

518 hedge funds and large institutions have $7.11B invested in Zions Bancorporation in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 159 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
11.56%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
91
Increased
159
Reduced
210
Closed
88
Calls
$281M
Puts
$49.7M
Net Calls
+$231M
Net Calls Change
+$70.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$102M
2
Millennium Management
Millennium Management
New York
+$96.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.7M
4
CC
Carlson Capital
Texas
+$43.5M
5
N
Natixis
France
+$26M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$296M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$122M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$60.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
501
Tarbox Family Office
California
$3K +$435 +10 +17%
GWS
502
Glassman Wealth Services
Virginia
$3K +$2.11K +45 +237%
CFA
503
Clarfeld Financial Advisors
New York
$3K +$3K +78 New
RA
504
Rational Advisors
New York
$2K -$60.7K -1,213 -97%
SIA
505
Sit Investment Associates
Minnesota
$2K -$98 -3 -5%
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TRCT
507
Tower Research Capital (TRC)
New York
$2K +$1.29K +33 +183%
PWM
508
PRW Wealth Management
Massachusetts
$2K +$2K +41 New
AIA
509
Alera Investment Advisors
Illinois
$2K +$2K +42 New
WPA
510
West Paces Advisors
Georgia
$1.79K – – –
AC
511
Avestar Capital
New York
$1K -$164 -9 -14%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
WAM
513
Watermark Asset Management
California
$1K – – –
PCP
514
Proficio Capital Partners
Massachusetts
$1K +$67 +2 +7%
VNA
515
Valley National Advisers
Pennsylvania
$1K +$1K +15 New
BCA
516
Berman Capital Advisors
Georgia
$1K +$1K +28 New
PWMG
517
Prestige Wealth Management Group
New Jersey
$1K +$1K +36 New
Capital Research Global Investors
518
Capital Research Global Investors
California
– -$296M -5,908,001 Closed
AAMU
519
AEGON Asset Management (UK)
United Kingdom
– -$42.7M -851,574 Closed
CCI
520
Columbus Circle Investors
– -$29.3M -585,135 Closed
TAM
521
Third Avenue Management
New York
– -$28.3M -563,711 Closed
BCM
522
BBT Capital Management
Texas
– -$16.4M -327,816 Closed
State of Wisconsin Investment Board
523
State of Wisconsin Investment Board
Wisconsin
– -$10.7M -214,280 Closed
PAM
524
Premier Asset Management
Illinois
– -$10.7M -213,330 Closed
KHCM
525
Kettle Hill Capital Management
New York
– -$10M -199,576 Closed
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