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Zions Bancorporation
ZION

321 hedge funds and large institutions have $4.41B invested in Zions Bancorporation in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

82% more call options, than puts

Call options by funds: $60M | Put options by funds: $32.9M

7% more funds holding

Funds holding: 299 → 321 (+22)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

6% less capital invested

Capital invested by funds: $4.67B → $4.41B (-$257M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
321
Holders Change
+22
Holders Change %
+7.36%
% of All Funds
10.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
107
Reduced
118
Closed
29
Calls
$60M
Puts
$32.9M
Net Calls
+$27.1M
Net Calls Change
+$10.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.6M
2
Wells Fargo
Wells Fargo
California
+$79.8M
3
Millennium Management
Millennium Management
New York
+$35M
4
N
Natixis
France
+$28.8M
5
STMM
South Texas Money Management
Texas
+$15.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$70.5M
2
SFM
Systematic Financial Management
New Jersey
-$37.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.9M
4
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$27.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$4.58M +$2.42M +82,883 +99%
Credit Agricole
102
Credit Agricole
France
$4.44M +$4.72M +161,865 New
UOC
103
UBS O'Connor
Illinois
$4.41M -$5.52M -189,017 -54%
WCM
104
Winton Capital Management
United Kingdom
$4.41M +$1.14M +38,905 +32%
Swiss National Bank
105
Swiss National Bank
Switzerland
$4.38M -$231K -7,900 -5%
PI
106
Placemark Investments
Illinois
$4.27M -$99.8K -3,419 -2%
Bessemer Group
107
Bessemer Group
New Jersey
$4.22M +$546K +18,692 +14%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$4.03M +$4.28M +146,809 New
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$4.02M -$114K -3,900 -3%
VOAM
110
Vertex One Asset Management
British Columbia, Canada
$4M +$96.3K +3,300 +2%
EAM
111
Eagle Asset Management
Florida
$3.99M -$227K -7,770 -5%
SG Americas Securities
112
SG Americas Securities
New York
$3.88M +$2.08M +71,349 +101%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$3.71M -$306K -10,500 -7%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$3.55M +$94.5K +3,237 +3%
SCM
115
Stevens Capital Management
Pennsylvania
$3.55M +$3.78M +129,355 New
Nomura Holdings
116
Nomura Holdings
Japan
$3.51M +$3.3M +113,055 +795%
SAM
117
Sentinel Asset Management
Vermont
$3.47M -$12K -410 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.45M -$242K -8,300 -6%
TIM
119
Thompson Investment Management
Wisconsin
$3.27M +$67.9K +2,325 +2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$3.27M +$633K +21,675 +22%
RIM
121
Ranger Investment Management
Texas
$3.24M -$409K -14,014 -11%
PP
122
PDT Partners
New York
$3.24M +$1.67M +57,300 +94%
HCS
123
Harvest Capital Strategies
California
$3.18M +$292K +10,000 +9%
3NC
124
300 North Capital
California
$3.18M +$3.38M +115,909 New
Citigroup
125
Citigroup
New York
$3.13M -$629K -21,559 -16%
3 4
5
6 7

ZION Hedge Fund Activity: Q3 2013 in Review

321 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2013, worth a combined $4.41B — down 5.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ZION positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $91.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.5M.

  • 321 institutional investors held Zions Bancorporation (ZION) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $4.41B of Zions Bancorporation stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 57 funds opened new Zions Bancorporation positions in Q3 2013 and 29 closed out, a net change of +28 holders.
  • The largest Zions Bancorporation buyer in Q3 2013 was Wellington Management Group, an estimated $91.6M added.
  • The largest Zions Bancorporation seller in Q3 2013 was Lord, Abbett & Co, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2013.