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Zions Bancorporation

317 hedge funds and large institutions have $4.78B invested in Zions Bancorporation in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $18.2M

2% less funds holding

Funds holding: 325317 (-8)

8% less capital invested

Capital invested by funds: $5.17B → $4.78B (-$394M)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 131

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
317
Holders Change
-8
Holders Change %
-2.46%
% of All Funds
9.11%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
99
Reduced
131
Closed
38
Calls
$70.1M
Puts
$18.2M
Net Calls
+$51.9M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M -$31.2M -1,062,065 -6%
Wells Fargo
2
Wells Fargo
California
$389M -$30.1M -1,024,077 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$374M +$10.6M +360,703 +3%
Invesco
4
Invesco
Georgia
$372M +$42.7M +1,450,863 +13%
State Street
5
State Street
Massachusetts
$284M -$1.1M -37,400 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$150M -$43.9M -1,491,500 -23%
CA
7
Cortland Advisers
Delaware
$147M
BIT
8
BlackRock Institutional Trust
California
$142M +$941 +32 +0%
PIM
9
Perkins Investment Management
Illinois
$134M -$21M -713,753 -14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$111M +$985K +33,490 +0.9%
JP Morgan Chase
11
JP Morgan Chase
New York
$103M -$15.4M -522,591 -13%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$91.4M +$18.2M +618,400 +25%
AllianceBernstein
13
AllianceBernstein
Tennessee
$88.1M +$1.16M +39,615 +1%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$78M +$2.26M +76,805 +3%
BFA
15
BlackRock Fund Advisors
California
$76.6M +$2.29M +77,744 +3%
SCP
16
Seizert Capital Partners
Michigan
$66.3M +$227K +7,729 +0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.4M -$631K -21,444 -1%
Northern Trust
18
Northern Trust
Illinois
$57.3M -$1.84M -62,681 -3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53M +$6.04M +205,479 +13%
Millennium Management
20
Millennium Management
New York
$51.9M -$21.7M -737,046 -29%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$51.3M +$1.88M +64,000 +4%
VFA
22
Virtus Fund Advisers
Connecticut
$51.2M +$51.1M +1,737,255 New
FMI
23
Fiduciary Management Inc
Wisconsin
$49.4M +$906K +30,815 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$45.9M +$25K +850 +0.1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$40.8M -$629K -21,391 -2%

ZION Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2014, worth a combined $4.78B — down 7.6% from $5.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ZION and 33 opened new positions — a net loss of 5 holders — while 131 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $42.7M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $76.6M sold.

  • 317 institutional investors held Zions Bancorporation (ZION) as of Q2 2014, down from 325 in Q1 2014.
  • Funds reported $4.78B of Zions Bancorporation stock for Q2 2014, down 7.6% quarter-over-quarter.
  • 33 funds opened new Zions Bancorporation positions in Q2 2014 and 38 closed out, a net change of -5 holders.
  • The largest Zions Bancorporation buyer in Q2 2014 was Invesco, an estimated $42.7M added.
  • The largest Zions Bancorporation seller in Q2 2014 was Discovery Capital Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2014.