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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
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$6.01K -206 -0.4%
CCMH
177
Cornerstone Capital Management Holdings
New York
$1.24M +$2.13K +73 +0.2%
CAM
178
Capstone Asset Management
Texas
$1.23M -$30.2K -1,036 -2%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.22M +$4.06K +139 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.21M -$126K -4,331 -9%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$1.2M +$19.7K +676 +2%
B
182
Baird
Wisconsin
$1.19M +$963K +32,999 +321%
PP
183
Paloma Partners
Connecticut
$1.16M +$435K +14,907 +55%
Federated Hermes
184
Federated Hermes
Pennsylvania
$1.15M -$11.5K -395 -0.9%
BIG
185
Blackthorn Investment Group
Kansas
$1.15M +$361K +12,373 +42%
William Blair & Company
186
William Blair & Company
Illinois
$1.14M +$313K +10,731 +35%
PIP
187
Palisades Investment Partners
California
$1.12M -$969K -33,200 -45%
CCM
188
Catapult Capital Management
New York
$1.11M +$476K +16,321 +68%
ERSOT
189
Employees Retirement System of Texas
Texas
$1.1M +$440K +15,060 +60%
US Bancorp
190
US Bancorp
Minnesota
$1.1M +$72.6K +2,486 +7%
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$1.07M +$262K +8,980 +30%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$4.9K +168 +0.4%
LMGAM
193
Liberty Mutual Group Asset Management
Massachusetts
$1.03M -$858K -29,406 -44%
AB
194
AT Bancorp
Iowa
$993K +$5.63K +193 +0.5%
NI
195
Numeric Investors
Massachusetts
$973K +$1.04M +35,500 New
Jane Street
196
Jane Street
New York
$959K +$1.02M +34,983 New
MSA
197
Mason Street Advisors
Wisconsin
$955K -$118K -4,048 -10%
RJFSA
198
Raymond James Financial Services Advisors
Florida
$952K -$5.58M -191,131 -85%
WAM
199
World Asset Management
Michigan
$924K -$112K -3,846 -10%
URS
200
Utah Retirement Systems
Utah
$897K -$8.76K -300 -0.9%
6 7
8
9 10

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.