We are live on ! Find out more
ZION icon

Zions Bancorporation

469 hedge funds and large institutions have $5.3B invested in Zions Bancorporation in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

68% more call options, than puts

Call options by funds: $189M | Put options by funds: $113M

9% more funds holding

Funds holding: 430469 (+39)

7% more capital invested

Capital invested by funds: $4.96B → $5.3B (+$332M)

1.59% less ownership

Funds ownership: 77.54%75.95% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 165

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
469
Holders Change
+39
Holders Change %
+9.07%
% of All Funds
6.73%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
82
Increased
147
Reduced
165
Closed
41
Calls
$189M
Puts
$113M
Net Calls
+$76.2M
Net Calls Change
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
201
Halbert Hargrove Global Advisors
California
$902K
Creative Planning
202
Creative Planning
Kansas
$884K -$63.7K -1,346 -7%
KPWS
203
Kestra Private Wealth Services
Texas
$879K -$157K -3,325 -15%
DADC
204
D.A. Davidson & Co
Montana
$858K +$45.7K +965 +6%
LCM
205
Landscape Capital Management
New Jersey
$844K +$267K +5,644 +46%
VI
206
Versor Investments
New York
$823K +$825K +17,427 New
SSA
207
Sierra Summit Advisors
Nevada
$812K +$158K +3,327 +24%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$810K +$54.9K +1,160 +7%
CCIA
209
Campbell & Co Investment Adviser
Maryland
$809K +$811K +17,138 New
CIM
210
Contravisory Investment Management
Massachusetts
$803K +$994 +21 +0.1%
NA
211
NewEdge Advisors
Louisiana
$803K +$9.42K +199 +1%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$793K +$795K +16,785 New
EWA
213
EP Wealth Advisors
California
$788K +$384K +8,106 +94%
ACM
214
Aster Capital Management
United Arab Emirates
$784K +$786K +16,600 New
IMRF
215
Illinois Municipal Retirement Fund
Illinois
$782K
FFA
216
Farther Finance Advisors
California
$774K -$41.3K -872 -5%
US Bancorp
217
US Bancorp
Minnesota
$772K +$30.7K +649 +4%
Lazard Asset Management
218
Lazard Asset Management
New York
$754K +$756K +15,972 New
DFCM
219
Dark Forest Capital Management
Puerto Rico
$754K +$756K +15,965 New
TC
220
Taika Capital
Florida
$752K +$754K +15,931 New
X
221
Xponance
Pennsylvania
$747K +$2.13K +45 +0.3%
Federated Hermes
222
Federated Hermes
Pennsylvania
$741K -$25K -528 -3%
ZB
223
Zions Bancorporation
Utah
$740K
SIA
224
Soltis Investment Advisors
Utah
$736K -$851K -17,967 -54%
EMFAT
225
Emerald Mutual Fund Advisers Trust
Pennsylvania
$711K