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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
CMBA
151
C.M. Bidwell & Associates
Hawaii
$4.55M -$866K -23,500 -18%
CIP
152
Convergence Investment Partners
Florida
$4.47M -$693K -18,808 -15%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$4.43M -$117K -3,169 -3%
Capital Fund Management (CFM)
154
Capital Fund Management (CFM)
France
$4.39M -$3.01M -81,586 -44%
CCM
155
Castine Capital Management
Massachusetts
$4.3M -$496K -13,449 -12%
CANY
156
Caxton Associates (New York)
New York
$4.3M +$3.68M +100,000 New
SPPAM
157
Summit Partners Public Asset Management
Massachusetts
$4.3M +$3.68M +100,000 New
Canada Life
158
Canada Life
Manitoba, Canada
$4.29M -$375K -10,172 -9%
MME
159
Meag Munich Ergo
Germany
$4.17M -$7.26M -196,969 -67%
Retirement Systems of Alabama
160
Retirement Systems of Alabama
Alabama
$4.16M -$265K -7,183 -7%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.05M +$904K +24,545 +35%
NFA
162
Nationwide Fund Advisors
Ohio
$4.03M -$151K -4,087 -4%
GC
163
Grace Capital
Massachusetts
$4.01M +$3.43M +93,090 New
AIA
164
Affinity Investment Advisors
California
$3.96M -$1.42M -38,560 -30%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$3.93M +$3.36M +91,234 New
CI
166
Cambiar Investors
Colorado
$3.92M -$1.16M -31,565 -26%
CCS
167
Crosspoint Capital Strategies
California
$3.92M +$3.36M +91,084 New
EAM
168
Eagle Asset Management
Florida
$3.92M -$134K -3,642 -4%
WI
169
Wafra Inc
New York
$3.78M +$3.24M +87,902 New
GLA
170
Great Lakes Advisors
Illinois
$3.7M +$1.59M +43,198 +101%
AP
171
AHL Partners
United Kingdom
$3.67M -$2.2M -59,721 -41%
AG
172
Aperio Group
California
$3.66M +$69.7K +1,892 +2%
BCM
173
BlueCrest Capital Management
Jersey
$3.63M +$3.11M +84,375 New
UFF
174
USA Financial Formulas
Michigan
$3.58M +$3.06M +83,119 New
MPA
175
Marvin & Palmer Associates
Delaware
$3.52M +$3.01M +81,830 New
5 6
7
8 9

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.