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Zions Bancorporation

460 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $211M | Put options by funds: $174M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

2% less funds holding

Funds holding: 470460 (-10)

5.18% less ownership

Funds ownership: 81.44%76.25% (-5.2%)

7% less capital invested

Capital invested by funds: $5.29B → $4.9B (-$392M)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

Holders
460
Holders Change
-10
Holders Change %
-2.13%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
164
Reduced
172
Closed
77
Calls
$211M
Puts
$174M
Net Calls
+$36.8M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Cetera Advisors
Colorado
$878K +$834K +20,229 New
Creative Planning
202
Creative Planning
Kansas
$854K +$17.5K +425 +2%
MCM
203
MAI Capital Management
Ohio
$849K +$330 +8 +0%
CAMG
204
CWA Asset Management Group
Florida
$848K +$806K +19,545 New
HHGA
205
Halbert Hargrove Global Advisors
California
$829K -$4.12K -100 -0.5%
IMC Chicago
206
IMC Chicago
Illinois
$827K -$696K -16,875 -47%
Stifel Financial
207
Stifel Financial
Missouri
$827K -$39.6K -961 -5%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$797K +$4.45K +108 +0.6%
CC
209
Centiva Capital
New York
$794K +$754K +18,287 New
PP
210
PDT Partners
New York
$777K +$738K +17,900 New
DADC
211
D.A. Davidson & Co
Montana
$777K -$723K -17,533 -49%
EP
212
Edgestream Partners
New Jersey
$770K +$732K +17,742 New
X
213
Xponance
Pennsylvania
$759K -$62.9K -1,524 -8%
VOYA Investment Management
214
VOYA Investment Management
Georgia
$756K -$1.62M -39,288 -69%
Federated Hermes
215
Federated Hermes
Pennsylvania
$742K +$678K +16,445 +2,550%
CIM
216
Contravisory Investment Management
Massachusetts
$741K +$704K +17,066 New
IFG
217
Independent Financial Group
California
$739K -$118K -2,862 -14%
NA
218
NewEdge Advisors
Louisiana
$727K +$60.7K +1,472 +10%
ZB
219
Zions Bancorporation
Utah
$709K
US Bancorp
220
US Bancorp
Minnesota
$702K -$39K -946 -6%
FFA
221
Farther Finance Advisors
California
$699K +$38.4K +931 +6%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$694K
WG
223
Winton Group
United Kingdom
$684K +$17K +413 +3%
Verition Fund Management
224
Verition Fund Management
Connecticut
$657K +$142K +3,432 +29%
EMFAT
225
Emerald Mutual Fund Advisers Trust
Pennsylvania
$653K -$718K -17,404 -54%