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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$12.6M +$10.3K +279 +0.1%
ECA
102
Endeavour Capital Advisors
Connecticut
$12.5M -$23M -625,244 -68%
Prudential Financial
103
Prudential Financial
New Jersey
$12.5M +$470K +12,760 +5%
MCIM
104
Meadow Creek Investment Management
Georgia
$11.9M +$10.2M +276,240 New
BlackRock
105
BlackRock
New York
$11.1M +$265K +7,204 +3%
First Trust Advisors
106
First Trust Advisors
Illinois
$10.2M -$92.8K -2,518 -1%
CS
107
Candriam SCA
Luxembourg
$9.86M -$4.9M -133,030 -37%
DLA
108
Douglas Lane & Associates
New York
$9.48M +$8.12M +220,279 New
EDRH
109
Edmond de Rothschild Holding
Switzerland
$9.47M -$2.95M -80,000 -27%
MTIP
110
Magee Thomson Investment Partners
California
$8.88M +$7.6M +206,400 New
N
111
Natixis
France
$8.85M +$7.57M +205,584 New
PAM
112
Panagora Asset Management
Massachusetts
$8.73M +$4.87M +132,300 +187%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$8.58M -$14.3M -386,869 -66%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$8.5M +$2.75M +74,506 +54%
VOAM
115
Vertex One Asset Management
British Columbia, Canada
$8.42M -$1.01M -27,400 -12%
ERSOT
116
Employees Retirement System of Texas
Texas
$8.18M -$1.99M -54,000 -22%
Federated Hermes
117
Federated Hermes
Pennsylvania
$8.13M -$7.78M -211,070 -53%
EVM
118
Eaton Vance Management
Massachusetts
$7.89M +$1.2M +32,615 +22%
Calamos Advisors
119
Calamos Advisors
Illinois
$7.78M +$6.66M +180,736 New
FHC
120
Forest Hill Capital
Arkansas
$7.75M +$6.63M +180,000 New
MI
121
M3F Inc
Utah
$7.7M -$3.06M -83,000 -32%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$7.33M -$34.3K -931 -0.5%
CFG
123
Cambridge Financial Group
Ohio
$7.15M +$6.12M +166,138 New
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.88M +$1.08M +29,202 +23%
UBS AM
125
UBS AM
Illinois
$6.6M -$3.68M -99,767 -39%
3 4
5
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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.