Zions Bancorporation
ZION
332 hedge funds and large institutions have $5.08B invested in Zions Bancorporation in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 89 reducing their positions, and 30 closing their positions.
253% more call options, than puts
Call options by funds: $87.2M | Put options by funds: $24.7M
70% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 89
60% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 30
6% more capital invested
Capital invested by funds: $4.78B → $5.08B (+$296M)
5% more funds holding
Funds holding: 317 → 332 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$125M |
| 2 |
TAM
Third Avenue Management
New York
|
+$63.4M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$58.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.3M |
| 5 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$266M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.6M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$35M |
| 4 |
JP Morgan Chase
New York
|
-$28.1M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$16.7M |
ZION Hedge Fund Activity: Q3 2014 in Review
332 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2014, worth a combined $5.08B — up 6.2% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ZION positions and 30 closed out — a net gain of 18 holders — while 151 added to existing stakes and 89 trimmed.
The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $125M. The largest seller was Wells Fargo, cutting an estimated $266M.
- 332 institutional investors held Zions Bancorporation (ZION) as of Q3 2014, up from 317 in Q2 2014.
- Funds reported $5.08B of Zions Bancorporation stock for Q3 2014, up 6.2% quarter-over-quarter.
- 48 funds opened new Zions Bancorporation positions in Q3 2014 and 30 closed out, a net change of +18 holders.
- The largest Zions Bancorporation buyer in Q3 2014 was NWQ Investment Management Company, an estimated $125M added.
- The largest Zions Bancorporation seller in Q3 2014 was Wells Fargo, an estimated $266M sold.
Based on aggregated 13F filings for Q3 2014.