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Zions Bancorporation

325 hedge funds and large institutions have $5.17B invested in Zions Bancorporation in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $23.7M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $4.82B → $5.17B (+$351M)

5% more funds holding

Funds holding: 310325 (+15)

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 118

Holders
325
Holders Change
+15
Holders Change %
+4.84%
% of All Funds
9.39%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
42
Increased
121
Reduced
118
Closed
24
Calls
$73.6M
Puts
$23.7M
Net Calls
+$49.9M
Net Calls Change
+$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$555M +$97.7M +3,214,729 +22%
Wells Fargo
2
Wells Fargo
California
$440M -$687K -22,604 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$382M +$7.96M +261,856 +2%
Invesco
4
Invesco
Georgia
$346M +$38.7M +1,272,717 +13%
State Street
5
State Street
Massachusetts
$300M -$18.6M -613,468 -6%
Ameriprise
6
Ameriprise
Minnesota
$204M -$1.27M -41,721 -0.6%
PIM
7
Perkins Investment Management
Illinois
$163M +$124M +4,079,361 +347%
CA
8
Cortland Advisers
Delaware
$155M
BIT
9
BlackRock Institutional Trust
California
$150M +$525K +17,283 +0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$124M -$117M -3,853,074 -49%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$116M +$349K +11,498 +0.3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$91.4M -$8.41M -276,781 -9%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$79.7M +$24.7M +813,318 +46%
BFA
14
BlackRock Fund Advisors
California
$78.1M +$545K +17,949 +0.7%
Millennium Management
15
Millennium Management
New York
$77.4M +$44.3M +1,459,048 +140%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$76.9M +$4.14M +136,200 +6%
DCM
17
Discovery Capital Management
Connecticut
$76.6M +$75.1M +2,472,000 New
SCP
18
Seizert Capital Partners
Michigan
$69.5M +$936K +30,793 +1%
Northern Trust
19
Northern Trust
Illinois
$62.2M +$4.26M +140,093 +8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$62.1M -$3.5M -115,066 -5%
Goldman Sachs
21
Goldman Sachs
New York
$59.4M -$87.5M -2,880,083 -60%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$51.9M -$3.88M -127,810 -7%
FMI
23
Fiduciary Management Inc
Wisconsin
$51M -$257K -8,443 -0.5%
PAM
24
Panagora Asset Management
Massachusetts
$50.7M -$7.2M -236,898 -13%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$48.2M -$13.3M -439,417 -22%