We are live on ! Find out more
ZION icon

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
ROC
176
River Oaks Capital
Minnesota
$3.49M +$2.98M +81,000 New
3C
177
361 Capital
Colorado
$3.48M +$2.98M +80,939 New
KBC Group
178
KBC Group
Belgium
$3.44M +$9.47K +257 +0.3%
GAMA
179
Graticule Asia Macro Advisors
New York
$3.44M +$2.95M +80,000 New
RHJA
180
Rice Hall James & Associates
California
$3.33M -$251K -6,820 -8%
AIG
181
American International Group
New York
$3.17M -$48.6K -1,319 -2%
VIA
182
Vident Investment Advisory
Georgia
$2.96M -$14.4K -390 -0.6%
SOMRS
183
State of Michigan Retirement System
Michigan
$2.87M -$182K -4,932 -7%
ARTA
184
A.R.T. Advisors
New York
$2.85M +$2.44M +66,200 New
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$2.82M +$2.42M +65,600 New
USAA
186
United Services Automobile Association
Texas
$2.71M -$43.6K -1,184 -2%
KHCM
187
Kettle Hill Capital Management
New York
$2.71M +$2.32M +62,843 New
ECM
188
Element Capital Management
New York
$2.67M +$2.29M +62,077 New
PI
189
Putnam Investments
Massachusetts
$2.65M -$66.3K -1,800 -3%
TPSF
190
Texas Permanent School Fund
Texas
$2.63M -$78.9K -2,141 -3%
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$2.6M +$2.23M +60,414 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$2.53M -$212K -5,750 -9%
TWA
193
TCI Wealth Advisors
Arizona
$2.4M -$184K -5,000 -8%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$2.37M +$62.1K +1,686 +3%
B
195
Barings
North Carolina
$2.37M – – –
ProShare Advisors
196
ProShare Advisors
Maryland
$2.31M +$209K +5,671 +12%
US Bancorp
197
US Bancorp
Minnesota
$2.3M +$28.6K +776 +1%
DIA
198
Denver Investment Advisors
Colorado
$2.21M +$308K +8,367 +20%
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
$2.19M +$120K +3,268 +7%
Comerica Bank
200
Comerica Bank
Texas
$2.18M -$70.7K -1,919 -4%
6 7
8
9 10

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.