We are live on ! Find out more
ZION icon

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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$3.12M -$13.2K -452 -0.4%
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$3.12M +$3.32M +113,900 New
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$3.01M +$28.4K +973 +0.9%
PRC
129
Platte River Capital
Colorado
$2.95M -$161K -5,520 -5%
TAM
130
Tiverton Asset Management
Delaware
$2.74M – – –
LPL Financial
131
LPL Financial
California
$2.68M +$50.2K +1,719 +2%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$2.54M -$37.9K -1,300 -1%
CIP
133
Convergence Investment Partners
Florida
$2.53M +$2.69M +92,305 New
TPSF
134
Texas Permanent School Fund
Texas
$2.52M -$79.9K -2,737 -3%
BCM
135
Basswood Capital Management
New York
$2.51M – – –
TG
136
TCW Group
California
$2.5M +$23.4K +800 +0.9%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$2.41M -$828K -28,371 -24%
BGIM
138
Brandywine Global Investment Management
Pennsylvania
$2.39M -$11.2M -382,752 -81%
Canada Life
139
Canada Life
Manitoba, Canada
$2.38M +$2.52M +86,335 +11,542%
AC
140
Amici Capital
New York
$2.36M – – –
Comerica Bank
141
Comerica Bank
Texas
$2.35M +$2.51M +85,884 New
N
142
Nuveen
North Carolina
$2.3M +$171K +5,860 +8%
BCM
143
Buckhead Capital Management
Georgia
$2.2M -$945K -32,366 -29%
BA
144
Bridgewater Associates
Connecticut
$2.2M +$2.34M +80,200 New
SFP
145
Santa Fe Partners
New Mexico
$2.19M +$2.33M +79,880 New
NFA
146
Nationwide Fund Advisors
Ohio
$2.11M -$925K -31,687 -29%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.06M +$5.84K +200 +0.3%
IRF
148
IBM Retirement Fund
New York
$2.04M -$322K -11,041 -13%
MC
149
Middleton & Co
Massachusetts
$1.96M +$2.09M +71,445 New
EVM
150
Eaton Vance Management
Massachusetts
$1.95M +$117 +4 +0%
4 5
6
7 8

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.