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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
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$886K +$943K +32,300 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$857K +$188K +6,451 +26%
AG
203
Aperio Group
California
$816K +$22.3K +765 +3%
CG
204
Clinton Group
New York
$807K +$859K +29,415 New
WPC
205
White Pine Capital
Minnesota
$799K +$851K +29,150 New
LMF
206
LMR Master Fund
Cayman Islands
$790K -$24.1K -825 -3%
BAM
207
Berkshire Asset Management
Pennsylvania
$781K +$482K +16,500 +138%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$765K -$18.1K -621 -2%
STC
209
SEI Trust Company
Pennsylvania
$731K +$567K +19,429 +269%
Truist Financial
210
Truist Financial
North Carolina
$701K +$11.1K +380 +2%
ZTNA
211
Zions Trust National Association
Utah
$693K -$57.4K -1,965 -7%
Lazard Asset Management
212
Lazard Asset Management
New York
$690K -$29.2K -1,000 -4%
GH
213
GAM Holding
Switzerland
$686K – – –
IC
214
IKOS CIF
Cyprus
$670K +$698K +23,899 New
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$668K -$45.7K -1,565 -6%
B
216
Barings
North Carolina
$662K -$298K -10,200 -30%
VIP
217
Vantage Investment Partners
Missouri
$644K – – –
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$644K +$319K +10,935 +87%
PAMU
219
Pictet Asset Management (UK)
United Kingdom
$642K – – –
HCM
220
Highbridge Capital Management
New York
$633K +$673K +23,072 New
ICM
221
IMS Capital Management
Oregon
$631K +$672K +23,010 New
FCBT
222
First Citizens Bank & Trust
North Carolina
$629K -$160K -5,469 -19%
VKH
223
Virtu KCG Holdings
New York
$592K +$630K +21,593 New
GIA
224
Gateway Investment Advisers
Ohio
$581K +$41.1K +1,407 +7%
FAAS
225
First Allied Advisory Services
California
$564K – – –
7 8
9
10 11

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.