We are live on ! Find out more
ZION icon

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
Wells Fargo
1
Wells Fargo
California
$394M +$79.8M +2,733,837 +24%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M +$91.6M +3,137,231 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M +$5.4M +184,969 +2%
State Street
4
State Street
Massachusetts
$271M +$431K +14,770 +0.1%
Invesco
5
Invesco
Georgia
$268M -$3.9M -133,552 -1%
Ameriprise
6
Ameriprise
Minnesota
$180M -$14.8M -506,728 -7%
CA
7
Cortland Advisers
Delaware
$137M – – –
Goldman Sachs
8
Goldman Sachs
New York
$133M -$2.74M -93,920 -2%
BIT
9
BlackRock Institutional Trust
California
$132M -$3.07M -105,217 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$108M -$7.32M -250,881 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$93.8M +$996K +34,127 +1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$84.5M +$609K +20,859 +0.7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$79.2M -$17.6M -601,700 -17%
BFA
14
BlackRock Fund Advisors
California
$68.5M +$2.85M +97,798 +4%
SFM
15
Systematic Financial Management
New Jersey
$68.1M -$37.2M -1,272,883 -34%
FAM
16
Fred Alger Management
New York
$59.5M -$16.2M -555,312 -20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.3M +$1.3M +44,515 +2%
SCP
18
Seizert Capital Partners
Michigan
$55.6M -$4.16M -142,440 -7%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$54.9M -$6.47M -221,800 -10%
Northern Trust
20
Northern Trust
Illinois
$51.9M -$2.21M -75,854 -4%
Millennium Management
21
Millennium Management
New York
$48.4M +$35M +1,197,606 +210%
FMI
22
Fiduciary Management Inc
Wisconsin
$45.8M +$13M +446,265 +37%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$44.1M -$196K -6,727 -0.4%
PAM
24
Panagora Asset Management
Massachusetts
$43.8M -$2.06M -70,651 -4%
GC
25
Guggenheim Capital
Illinois
$41.3M +$4.25M +145,531 +11%
1
2 3 4 5

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.