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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
SCC
551
Spring Creek Capital
Kansas
– -$605K -11,475 Closed
LP
552
LMR Partners
United Kingdom
– -$555K -10,531 Closed
3C
553
361 Capital
Colorado
– -$495K -9,400 Closed
William Blair Investment Management
554
William Blair Investment Management
Illinois
– -$487K -9,239 Closed
BAM
555
Belpointe Asset Management
Nevada
– -$462K -8,760 Closed
WG
556
Winton Group
United Kingdom
– -$416K -7,904 Closed
CIC
557
Cornercap Investment Counsel
Georgia
– -$413K -7,830 Closed
CA
558
Cynosure Advisors
Utah
– -$405K -7,680 Closed
VF
559
Virtu Financial
New York
– -$320K -6,078 Closed
FRM
560
Fox Run Management
Connecticut
– -$315K -5,980 Closed
EAM
561
Eagle Asset Management
Florida
– -$290K -5,510 Closed
MF
562
Magnetar Financial
Illinois
– -$280K -5,308 Closed
RIL
563
Rothschild Investment LLC
Illinois
– -$277K -5,261 Closed
ECM
564
Element Capital Management
New York
– -$235K -4,468 Closed
EMG
565
Ellington Management Group
Connecticut
– -$232K -4,400 Closed
PWPS
566
Pinnacle Wealth Planning Services
Ohio
– -$228K -4,320 Closed
QAM
567
Quantres Asset Management
Cayman Islands
– -$227K -4,300 Closed
FWM
568
Frontier Wealth Management
Missouri
– -$205K -3,882 Closed
NIT
569
NumerixS Investment Technologies
British Columbia, Canada
– -$158K -2,967 Closed
PIA
570
Piedmont Investment Advisors
North Carolina
– -$122K -2,309 Closed
Qube Research & Technologies (QRT)
571
Qube Research & Technologies (QRT)
United Kingdom
– -$96K -1,826 Closed
PCM
572
Prelude Capital Management
New York
– -$79K -1,490 Closed
PHK
573
Point72 Hong Kong
Hong Kong
– -$54K -1,022 Closed
PCM
574
Penserra Capital Management
California
– -$23K -440 Closed
IF
575
Ironwood Financial
Arizona
– -$6K -122 Closed
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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.