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Zions Bancorporation

317 hedge funds and large institutions have $4.78B invested in Zions Bancorporation in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $18.2M

2% less funds holding

Funds holding: 325317 (-8)

8% less capital invested

Capital invested by funds: $5.17B → $4.78B (-$394M)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 131

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
317
Holders Change
-8
Holders Change %
-2.46%
% of All Funds
9.11%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
99
Reduced
131
Closed
38
Calls
$70.1M
Puts
$18.2M
Net Calls
+$51.9M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$7M -$7.33M -249,133 -51%
FMT
77
First Mercantile Trust
Tennessee
$6.71M +$54.1K +1,839 +0.8%
KBC Group
78
KBC Group
Belgium
$6.61M -$598K -20,337 -8%
Principal Financial Group
79
Principal Financial Group
Iowa
$6.49M -$35.7K -1,215 -0.5%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$6.41M -$1.49M -50,659 -19%
SCM
81
Sterling Capital Management
North Carolina
$6.28M +$1.2M +40,762 +24%
TA
82
Teton Advisors
New York
$6.24M -$331K -11,262 -5%
WRF
83
Waddell & Reed Financial
Kansas
$6.2M
Fidelity Investments
84
Fidelity Investments
Massachusetts
$6.18M +$743K +25,257 +14%
RIM
85
Ranger Investment Management
Texas
$6.08M -$1.17M -39,852 -16%
Aviva
86
Aviva
United Kingdom
$6.04M +$3.83M +130,140 +174%
Swiss National Bank
87
Swiss National Bank
Switzerland
$6.03M -$29.4K -1,000 -0.5%
WG
88
Winton Group
United Kingdom
$5.74M +$5.72M +194,697 New
BA
89
BlackRock Advisors
Delaware
$5.49M +$706K +24,000 +15%
RFC
90
Russell Frank Company
Washington
$5.47M +$169K +5,761 +3%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$5.2M +$5.19M +176,400 New
VOAM
92
Vertex One Asset Management
British Columbia, Canada
$5.1M
Macquarie Group
93
Macquarie Group
Australia
$5.01M +$2.94K +100 +0.1%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$4.94M -$54K -1,836 -1%
DCM
95
Decade Capital Management
New York
$4.91M +$1.57M +53,468 +47%
UOC
96
UBS O'Connor
Illinois
$4.84M +$4.83M +164,251 New
Bessemer Group
97
Bessemer Group
New Jersey
$4.8M
DRZID
98
DePrince Race & Zollo Inc (DRZ)
Florida
$4.54M -$3.85M -130,900 -46%
PI
99
Placemark Investments
Illinois
$4.33M -$147K -4,996 -3%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$3.98M +$98.2K +3,340 +3%

ZION Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2014, worth a combined $4.78B — down 7.6% from $5.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ZION and 33 opened new positions — a net loss of 5 holders — while 131 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $42.7M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $76.6M sold.

  • 317 institutional investors held Zions Bancorporation (ZION) as of Q2 2014, down from 325 in Q1 2014.
  • Funds reported $4.78B of Zions Bancorporation stock for Q2 2014, down 7.6% quarter-over-quarter.
  • 33 funds opened new Zions Bancorporation positions in Q2 2014 and 38 closed out, a net change of -5 holders.
  • The largest Zions Bancorporation buyer in Q2 2014 was Invesco, an estimated $42.7M added.
  • The largest Zions Bancorporation seller in Q2 2014 was Discovery Capital Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2014.