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Zions Bancorporation

310 hedge funds and large institutions have $4.82B invested in Zions Bancorporation in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

9% more capital invested

Capital invested by funds: $4.41B → $4.82B (+$408M)

3% less funds holding

Funds holding: 321310 (-11)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
310
Holders Change
-11
Holders Change %
-3.43%
% of All Funds
9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
108
Reduced
127
Closed
40
Calls
$78.8M
Puts
$38.2M
Net Calls
+$40.6M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$441M +$69.7M +2,420,631 +20%
Wells Fargo
2
Wells Fargo
California
$426M -$3.54M -122,856 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$362M +$6.15M +213,574 +2%
State Street
4
State Street
Massachusetts
$308M +$11.3M +393,352 +4%
Invesco
5
Invesco
Georgia
$297M +$3.35M +116,526 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$236M +$113M +3,914,127 +99%
Ameriprise
7
Ameriprise
Minnesota
$198M +$2.13M +73,879 +1%
CA
8
Cortland Advisers
Delaware
$150M
BIT
9
BlackRock Institutional Trust
California
$144M -$240K -8,346 -0.2%
Goldman Sachs
10
Goldman Sachs
New York
$144M -$1.39M -48,380 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$112M +$9.08M +315,535 +9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$96.7M +$4.15M +144,337 +5%
BFA
13
BlackRock Fund Advisors
California
$75M +$115K +3,993 +0.2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$70.3M +$29M +1,007,799 +75%
SCP
15
Seizert Capital Partners
Michigan
$66.3M +$5.33M +185,319 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$63.5M -$153K -5,304 -0.2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$59.8M -$186K -6,460 -0.3%
PAM
18
Panagora Asset Management
Massachusetts
$56.1M +$7.88M +273,746 +17%
Northern Trust
19
Northern Trust
Illinois
$55.9M -$788K -27,388 -1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$54M -$31.2M -1,083,580 -38%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$52.7M +$4.31M +149,870 +9%
FMI
22
Fiduciary Management Inc
Wisconsin
$49.6M -$408K -14,185 -0.9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$41.6M +$2.58M +89,696 +7%
GC
24
Guggenheim Capital
Illinois
$36.8M -$8.09M -281,069 -19%
SFM
25
Soros Fund Management
New York
$35.7M +$34.3M +1,192,100 New