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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
LCM
76
Laurion Capital Management
New York
$18.1M +$15M +408,036 +3,213%
JHIU
77
Janus Henderson Investors US
Colorado
$18M +$9.01M +244,500 +142%
BA
78
BlackRock Advisors
Delaware
$17.9M +$7.23M +196,160 +90%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$16.7M +$80K +2,170 +0.6%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$16.5M +$4.09M +111,079 +41%
Macquarie Group
81
Macquarie Group
Australia
$16.5M +$3.71M +100,800 +36%
Fidelity International
82
Fidelity International
Bermuda
$16.4M +$14M +380,690 New
NA
83
Neuburgh Advisers
California
$16.3M +$14M +379,830 New
SCA
84
Stieven Capital Advisors
Missouri
$16.3M -$391K -10,600 -3%
BCM
85
BBT Capital Management
Texas
$16M – – –
CS
86
Credit Suisse
Switzerland
$16M +$1.71M +46,510 +14%
Deutsche Bank
87
Deutsche Bank
Germany
$15.9M -$5.91M -160,422 -30%
EPCA
88
Elizabeth Park Capital Advisors
Ohio
$15.8M -$3.82M -103,580 -22%
SCM
89
Snow Capital Management
Pennsylvania
$15.6M +$8.45M +229,275 +173%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$15.5M +$3.23M +87,782 +32%
Massachusetts Financial Services
91
Massachusetts Financial Services
Massachusetts
$15.2M +$13M +352,808 New
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$15.1M +$920K +24,980 +8%
SG Americas Securities
93
SG Americas Securities
New York
$14.5M +$11.4M +309,030 +1,085%
Swiss National Bank
94
Swiss National Bank
Switzerland
$14.5M +$306K +8,300 +3%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$14.4M -$86.3K -2,342 -0.7%
SEI Investments
96
SEI Investments
Pennsylvania
$14.2M +$260K +7,060 +2%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$14.1M +$986K +26,768 +9%
DS
98
Dudley & Shanley
Florida
$14.1M -$2.11M -57,350 -15%
Principal Financial Group
99
Principal Financial Group
Iowa
$13.5M -$519K -14,098 -4%
Lord, Abbett & Co
100
Lord, Abbett & Co
New Jersey
$13M +$11.1M +301,309 New
2 3
4
5 6

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.