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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
AIA
176
Avalon Investment & Advisory
Texas
$3.24M +$235K +4,449 +7%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$3.19M +$52.2K +989 +2%
SEC
178
Seven Eight Capital
New York
$3.17M +$3.34M +63,312 New
Citigroup
179
Citigroup
New York
$3.15M +$175K +3,309 +6%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$3.13M – – –
MAM
181
Majedie Asset Management
United Kingdom
$3.12M -$547K -10,351 -14%
Impax Asset Management Group
182
Impax Asset Management Group
United Kingdom
$3.01M +$3.17M +60,000 New
FAF
183
Fjarde Ap-fonden
Sweden
$3M -$60.4K -1,143 -2%
Nordea Investment Management
184
Nordea Investment Management
Sweden
$2.97M – – –
CSM
185
CAMG Solamere Management
North Carolina
$2.91M -$764K -14,471 -20%
Korea Investment Corp
186
Korea Investment Corp
South Korea
$2.91M -$5.33M -101,000 -64%
SOMRS
187
State of Michigan Retirement System
Michigan
$2.9M -$26.4K -500 -0.9%
CL
188
CPWM LLC
Washington
$2.9M -$228K -4,320 -7%
VRS
189
Virginia Retirement Systems
Virginia
$2.89M -$1.05M -19,800 -26%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$2.88M +$33.6K +637 +1%
TD Asset Management
191
TD Asset Management
Ontario, Canada
$2.84M +$13.6K +258 +0.5%
MIM
192
MetLife Investment Management
New Jersey
$2.84M -$78K -1,478 -3%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$2.81M -$2.11K -40 -0.1%
AQR Capital Management
194
AQR Capital Management
Connecticut
$2.73M -$1.83M -34,588 -39%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$2.7M -$360K -6,814 -11%
ZIM
196
Zacks Investment Management
Illinois
$2.68M +$146K +2,766 +5%
UFF
197
USA Financial Formulas
Michigan
$2.56M -$1.05M -19,965 -29%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$2.56M +$371K +7,024 +16%
DILIC
199
Dai-ichi Life Insurance Company
Japan
$2.54M -$5.08M -96,265 -65%
TWA
200
TCI Wealth Advisors
Arizona
$2.54M -$13.2K -250 -0.5%
6 7
8
9 10

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.