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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$28.6M -$8.65M -234,651 -26%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$27M -$538K -14,600 -2%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$26.5M -$3.3M -89,564 -13%
RCAMU
54
Rothschild & Co Asset Management US
Connecticut
$26.2M +$3.91M +106,083 +21%
TAM
55
Third Avenue Management
New York
$26.1M -$47.5M -1,289,300 -68%
BA
56
Broadview Advisors
Wisconsin
$26M -$1.51M -40,950 -6%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$25.8M +$12M +326,900 +85%
FCM
58
Flinton Capital Management
Pennsylvania
$25.3M +$21.6M +587,010 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$24.9M -$68M -1,844,357 -76%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$24.6M +$11.8M +319,005 +126%
Axa
61
Axa
France
$24.6M -$265K -7,200 -1%
HA
62
Heartland Advisors
Wisconsin
$24M +$26.2K +712 +0.1%
KCM
63
Kennedy Capital Management
Missouri
$23.2M -$5.15M -139,663 -21%
KeyBank National Association
64
KeyBank National Association
Ohio
$22.8M +$477K +12,954 +3%
CRM
65
Cramer Rosenthal McGlynn
Connecticut
$21.9M +$224K +6,075 +1%
BIM
66
BlackRock Investment Management
Delaware
$21.4M +$759K +20,607 +4%
BCM
67
Basswood Capital Management
New York
$21.2M -$1.33M -36,152 -7%
TAM
68
Tyers Asset Management
Texas
$20.8M +$17.8M +483,420 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$20M +$867K +23,531 +5%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$19.5M +$16.8M +455,307 New
MCM
71
Maltese Capital Management
New York
$19.1M -$4.07M -110,600 -20%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$18.8M +$1.69M +46,000 +12%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$18.5M -$405K -11,000 -2%
RI
74
Redwood Investments
Massachusetts
$18.4M -$4.09M -111,099 -21%
ZDA
75
Zweig-DiMenna Associates
New York
$18.2M +$2.29M +62,033 +17%
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ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.