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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
TAM
126
Tiverton Asset Management
Delaware
$6.33M +$2.04M +55,399 +60%
HighTower Advisors
127
HighTower Advisors
Illinois
$6.29M -$287K -7,785 -5%
SCP
128
Siena Capital Partners
Illinois
$6.24M +$5.34M +145,000 New
DILIC
129
Dai-ichi Life Insurance Company
Japan
$6.22M +$5.33M +144,608 New
CAM
130
Centre Asset Management
New York
$6.12M +$5.24M +142,210 New
Citigroup
131
Citigroup
New York
$6.07M -$2.04M -55,295 -28%
SI
132
Stephens Inc
Arkansas
$5.94M -$104K -2,835 -2%
Aviva
133
Aviva
United Kingdom
$5.75M +$200K +5,429 +4%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$5.68M +$39.8K +1,080 +0.8%
HIS
135
Horizon Investment Services
Indiana
$5.6M +$1.77M +48,041 +58%
HC
136
Hawkins Capital
Texas
$5.59M -$2.95M -80,000 -38%
RGI
137
River Global Investors
United Kingdom
$5.53M +$249K +6,750 +6%
TCM
138
Twin Capital Management
Pennsylvania
$5.43M -$1.84K -50 -0%
SCM
139
Sitrin Capital Management
California
$5.41M +$4.63M +125,773 New
SI
140
Sapience Investments
California
$5.4M +$4.62M +125,475 New
ACI
141
AMP Capital Investors
Australia
$5.17M – – –
UBS Group
142
UBS Group
Switzerland
$5.17M -$788K -21,381 -15%
BCM
143
BlueMar Capital Management
Florida
$5.16M +$1.09M +29,500 +33%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$4.97M -$162K -4,386 -4%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$4.8M +$189K +5,130 +5%
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.77M -$917K -24,895 -18%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$4.73M -$699K -18,974 -15%
TIM
148
Thompson Investment Management
Wisconsin
$4.72M -$979K -26,581 -20%
PI
149
PineBridge Investments
New York
$4.7M +$3.86M +104,696 +2,383%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$4.66M -$672K -18,234 -14%
4 5
6
7 8

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.