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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
ASRS
201
Arizona State Retirement System
Arizona
$2.17M -$7.37K -200 -0.4%
PCM
202
Penn Capital Management
Pennsylvania
$2.17M +$825K +22,379 New
VKH
203
Virtu KCG Holdings
New York
$2.16M +$407K +11,037 +28%
TI
204
Turner Investments
Pennsylvania
$2.04M +$1.75M +47,460 New
EIM
205
ExxonMobil Investment Management
Texas
$2.03M -$192K -5,218 -10%
PP
206
Paloma Partners
Connecticut
$1.98M +$560K +15,208 +49%
VWA
207
V Wealth Advisors
Kansas
$1.95M +$109K +2,970 +7%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M +$3.68K +100 +0.2%
Jane Street
209
Jane Street
New York
$1.88M +$1.03M +28,013 +179%
DWA
210
Dorsey Wright & Associates
California
$1.88M +$1.61M +43,615 New
MA
211
MUFG Americas
New York
$1.87M -$71.7K -1,945 -4%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$1.86M -$43.1K -1,171 -3%
CG
213
Cutler Group
California
$1.82M +$1.36M +36,903 +683%
MFIMFI
214
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.82M -$496K -13,475 -24%
Franklin Resources
215
Franklin Resources
California
$1.81M +$1.55M +42,000 New
JC
216
JCSD Capital
California
$1.72M – – –
LTI
217
Laffer Tengler Investments
Tennessee
$1.67M +$1.43M +38,765 New
WBC
218
Westpac Banking Corp
Australia
$1.65M – – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1.65M +$1.41M +38,253 New
Bessemer Group
220
Bessemer Group
New Jersey
$1.63M -$417K -11,324 -23%
CEP
221
Chicago Equity Partners
Illinois
$1.63M +$6.26K +170 +0.5%
LP
222
LMR Partners
United Kingdom
$1.63M +$883K +23,975 +174%
URS
223
Utah Retirement Systems
Utah
$1.58M +$3.68K +100 +0.3%
SAM
224
Shell Asset Management
Netherlands
$1.57M +$1.35M +36,559 New
PAMU
225
Pictet Asset Management (UK)
United Kingdom
$1.57M – – –
7 8
9
10 11

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.