Zions Bancorporation
ZION
310 hedge funds and large institutions have $4.87B invested in Zions Bancorporation in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 127 reducing their positions, and 40 closing their positions.
106% more call options, than puts
Call options by funds: $78.8M | Put options by funds: $38.2M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more capital invested
Capital invested by funds: $4.45B → $4.87B (+$418M)
3% less funds holding
Funds holding: 321 → 310 (-11)
14% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 127
23% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$113M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$69.7M |
| 3 |
SFM
Soros Fund Management
New York
|
+$34.3M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$29M |
| 5 |
BCM
Basswood Capital Management
New York
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$68.1M |
| 2 |
FAM
Fred Alger Management
New York
|
-$56M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$35M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.2M |
| 5 |
N
Natixis
Paris,
France
|
-$27.1M |
ZION Hedge Fund Activity: Q4 2013 in Review
310 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2013, worth a combined $4.87B — up 9.4% from $4.45B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of ZION and 31 opened new positions — a net loss of 9 holders — while 127 trimmed existing stakes and 109 added.
The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $68.1M sold.
- 310 institutional investors held Zions Bancorporation (ZION) as of Q4 2013, down from 321 in Q3 2013.
- Funds reported $4.87B of Zions Bancorporation stock for Q4 2013, up 9.4% quarter-over-quarter.
- 31 funds opened new Zions Bancorporation positions in Q4 2013 and 40 closed out, a net change of -9 holders.
- The largest Zions Bancorporation buyer in Q4 2013 was JP Morgan Chase, an estimated $113M added.
- The largest Zions Bancorporation seller in Q4 2013 was Systematic Financial Management, an estimated $68.1M sold.
Based on aggregated 13F filings for Q4 2013.