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Zions Bancorporation
ZION

428 hedge funds and large institutions have $8.18B invested in Zions Bancorporation in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 33

93.34% more ownership

Funds ownership: 0% → 93.34% (+93%)

72% more call options, than puts

Call options by funds: $273M | Put options by funds: $158M

48% more capital invested

Capital invested by funds: $5.51B → $8.18B (+$2.67B)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more funds holding

Funds holding: 355 → 428 (+73)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

Holders
428
Holders Change
+73
Holders Change %
+20.56%
% of All Funds
10.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.42%
New
113
Increased
134
Reduced
146
Closed
33
Calls
$273M
Puts
$158M
Net Calls
+$114M
Net Calls Change
+$59.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$60.6M
2
Goldman Sachs
Goldman Sachs
New York
+$59.6M
3
American Century Companies
American Century Companies
Missouri
+$52.2M
4
SP
Sarasin & Partners
United Kingdom
+$39.6M
5
State Street
State Street
Massachusetts
+$36.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
2
SFM
Systematic Financial Management
New Jersey
-$52.3M
3
Millennium Management
Millennium Management
New York
-$48M
4
TAM
Third Avenue Management
New York
-$47.5M
5
Wells Fargo
Wells Fargo
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$844M +$31.7M +860,817 +5%
Invesco
2
Invesco
Georgia
$605M +$60.6M +1,646,105 +13%
State Street
3
State Street
Massachusetts
$537M +$36.2M +982,580 +9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$294M -$9.89M -268,412 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$282M +$32.8M +890,091 +16%
American Century Companies
6
American Century Companies
Missouri
$255M +$52.2M +1,415,582 +31%
BIT
7
BlackRock Institutional Trust
California
$237M +$3.28M +89,148 +2%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$206M -$13.2M -358,630 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$205M -$24.3M -659,070 -12%
BFA
10
BlackRock Fund Advisors
California
$163M +$11.9M +321,872 +9%
Goldman Sachs
11
Goldman Sachs
New York
$160M +$59.6M +1,618,425 +77%
TCIM
12
TIAA CREF Investment Management
New York
$158M -$6.35M -172,361 -4%
TA
13
Teachers Advisors
New York
$147M -$36.7K -997 -0%
AllianceBernstein
14
AllianceBernstein
Tennessee
$137M -$7.32M -198,718 -6%
TG
15
TCW Group
California
$134M -$5.93M -160,869 -5%
AIM
16
Artemis Investment Management
United Kingdom
$133M +$29M +787,087 +34%
CA
17
Cortland Advisers
Delaware
$117M -$3.32M -89,999 -3%
Wells Fargo
18
Wells Fargo
California
$111M -$40M -1,086,375 -30%
Citadel Advisors
19
Citadel Advisors
Florida
$102M +$35.6M +966,849 +69%
Millennium Management
20
Millennium Management
New York
$86.1M -$48M -1,303,987 -39%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$84.9M +$3.47M +94,164 +5%
Northern Trust
22
Northern Trust
Illinois
$84.8M -$3.86M -104,693 -5%
AIM
23
abrdn Investment Management
United Kingdom
$82.1M +$8.29M +224,874 +13%
SP
24
Sarasin & Partners
United Kingdom
$79.2M +$39.6M +1,075,024 +141%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.4M +$631K +17,134 +0.9%
1
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ZION Hedge Fund Activity: Q4 2016 in Review

428 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2016, worth a combined $8.18B — up 48% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZION positions and 33 closed out — a net gain of 80 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Invesco, adding an estimated $60.6M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 428 institutional investors held Zions Bancorporation (ZION) as of Q4 2016, up from 355 in Q3 2016.
  • Funds reported $8.18B of Zions Bancorporation stock for Q4 2016, up 48% quarter-over-quarter.
  • 113 funds opened new Zions Bancorporation positions in Q4 2016 and 33 closed out, a net change of +80 holders.
  • The largest Zions Bancorporation buyer in Q4 2016 was Invesco, an estimated $60.6M added.
  • The largest Zions Bancorporation seller in Q4 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.