Zions Bancorporation
ZION
334 hedge funds and large institutions have $4.48B invested in Zions Bancorporation in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 124 reducing their positions, and 41 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 124
0% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 41
0% less funds holding
Funds holding: 335 → 334 (-1)
6% less call options, than puts
Call options by funds: $45.7M | Put options by funds: $48.9M
12% less capital invested
Capital invested by funds: $5.08B → $4.48B (-$603M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$60.4M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$46.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$33.9M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$21.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$54.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$49.4M |
| 3 |
State Street
Boston,
Massachusetts
|
-$45.1M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$40.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.7M |
ZION Hedge Fund Activity: Q1 2016 in Review
334 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q1 2016, worth a combined $4.48B — down 12% from $5.08B a quarter earlier.
Fund positioning in ZION was balanced in Q1 2016: 41 funds opened new positions, 41 closed out, 135 added to existing stakes and 124 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $60.4M. The largest seller was OppenheimerFunds, cutting an estimated $54.4M.
- 334 institutional investors held Zions Bancorporation (ZION) as of Q1 2016, down from 335 in Q4 2015.
- Funds reported $4.48B of Zions Bancorporation stock for Q1 2016, down 12% quarter-over-quarter.
- 41 funds opened new Zions Bancorporation positions in Q1 2016 and 41 closed out, a net change of 0 holders.
- The largest Zions Bancorporation buyer in Q1 2016 was JP Morgan Chase, an estimated $60.4M added.
- The largest Zions Bancorporation seller in Q1 2016 was OppenheimerFunds, an estimated $54.4M sold.
Based on aggregated 13F filings for Q1 2016.