We are live on ! Find out more
ZION icon

Zions Bancorporation
ZION

521 hedge funds and large institutions have $9.22B invested in Zions Bancorporation in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 217 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $222M | Put options by funds: $62.3M

0.22% less ownership

Funds ownership: 94.81% → 94.58% (-0.22%)

3% less funds holding

Funds holding: 539 → 521 (-18)

6% less capital invested

Capital invested by funds: $9.85B → $9.22B (-$628M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

24% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 217

Holders
521
Holders Change
-18
Holders Change %
-3.34%
% of All Funds
11.91%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
164
Reduced
217
Closed
62
Calls
$222M
Puts
$62.3M
Net Calls
+$160M
Net Calls Change
-$49.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77M
3
CVA
Ceredex Value Advisors
Florida
+$74.9M
4
PAM
Panagora Asset Management
Massachusetts
+$66.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$145M
2
American Century Companies
American Century Companies
Missouri
-$68.4M
3
Invesco
Invesco
Georgia
-$49.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
5
Ameriprise
Ameriprise
Minnesota
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAC
151
OMERS Administration Corp
Ontario, Canada
$4.93M -$1.11M -21,000 -18%
HIS
152
Horizon Investment Services
Indiana
$4.83M -$544K -10,298 -10%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$4.78M +$1.78M +33,636 +55%
SCM
154
Sitrin Capital Management
California
$4.78M +$107K +2,024 +2%
Aviva
155
Aviva
United Kingdom
$4.75M -$180K -3,408 -3%
BPIM
156
Brant Point Investment Management
New York
$4.65M -$1.58M -30,000 -24%
HCM
157
Harvey Capital Management
Florida
$4.64M -$285K -5,400 -6%
BCM
158
BlueMar Capital Management
Florida
$4.62M -$581K -11,000 -11%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$4.5M -$151K -2,857 -3%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$4.39M -$27.3M -517,927 -86%
JG
161
Jefferies Group
New York
$4.3M +$4.31M +81,691 +2,035%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$4.29M – – –
WBC
163
Westpac Banking Corp
Australia
$4.18M – – –
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$4.05M – – –
PI
165
PGGM Investments
Netherlands
$3.83M +$4.04M +76,441 New
CI
166
Cambiar Investors
Colorado
$3.83M -$51.4K -974 -1%
SI
167
Stephens Inc
Arkansas
$3.81M -$1.42M -26,899 -26%
GCM
168
Gator Capital Management
Florida
$3.72M +$190K +3,600 +5%
DCM
169
Daruma Capital Management
New York
$3.72M +$200K +3,783 +5%
EPCA
170
Elizabeth Park Capital Advisors
Ohio
$3.7M -$12.6M -238,017 -76%
Creative Planning
171
Creative Planning
Kansas
$3.67M +$2.58M +48,836 +200%
AIG
172
American International Group
New York
$3.53M +$191K +3,618 +5%
GC
173
Grace Capital
Massachusetts
$3.4M -$419K -7,935 -10%
SI
174
Sapience Investments
California
$3.33M +$3.5M +66,350 New
MIA
175
MainStreet Investment Advisors
Illinois
$3.3M +$66.2K +1,254 +2%
5 6
7
8 9

ZION Hedge Fund Activity: Q3 2018 in Review

521 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2018, worth a combined $9.22B — down 6.4% from $9.85B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ZION and 50 opened new positions — a net loss of 12 holders — while 217 trimmed existing stakes and 164 added.

The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Millennium Management, cutting an estimated $145M.

  • 521 institutional investors held Zions Bancorporation (ZION) as of Q3 2018, down from 539 in Q2 2018.
  • Funds reported $9.22B of Zions Bancorporation stock for Q3 2018, down 6.4% quarter-over-quarter.
  • 50 funds opened new Zions Bancorporation positions in Q3 2018 and 62 closed out, a net change of -12 holders.
  • The largest Zions Bancorporation buyer in Q3 2018 was Citadel Advisors, an estimated $171M added.
  • The largest Zions Bancorporation seller in Q3 2018 was Millennium Management, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2018.