Zions Bancorporation
ZION
325 hedge funds and large institutions have $5.22B invested in Zions Bancorporation in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 119 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
194% more call options, than puts
Call options by funds: $74.5M | Put options by funds: $25.3M
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
7% more capital invested
Capital invested by funds: $4.87B → $5.22B (+$353M)
5% more funds holding
Funds holding: 310 → 325 (+15)
2% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$124M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$97.7M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$75.1M |
| 4 |
Millennium Management
New York
|
+$44.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$117M |
| 2 |
Goldman Sachs
New York
|
-$87.5M |
| 3 |
SFM
Soros Fund Management
New York
|
-$35.7M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$24.1M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$21.7M |
ZION Hedge Fund Activity: Q1 2014 in Review
325 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2014, worth a combined $5.22B — up 7.2% from $4.87B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ZION positions and 24 closed out — a net gain of 18 holders — while 121 added to existing stakes and 119 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $124M. The largest seller was JP Morgan Chase, cutting an estimated $117M.
- 325 institutional investors held Zions Bancorporation (ZION) as of Q1 2014, up from 310 in Q4 2013.
- Funds reported $5.22B of Zions Bancorporation stock for Q1 2014, up 7.2% quarter-over-quarter.
- 42 funds opened new Zions Bancorporation positions in Q1 2014 and 24 closed out, a net change of +18 holders.
- The largest Zions Bancorporation buyer in Q1 2014 was Perkins Investment Management, an estimated $124M added.
- The largest Zions Bancorporation seller in Q1 2014 was JP Morgan Chase, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2014.