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Zions Bancorporation

474 hedge funds and large institutions have $8.49B invested in Zions Bancorporation in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 199 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

59% more call options, than puts

Call options by funds: $127M | Put options by funds: $79.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $7.38B → $8.49B (+$1.11B)

7% more funds holding

Funds holding: 441474 (+33)

2.33% more ownership

Funds ownership: 93.7%96.03% (+2.3%)

38% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 199

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
81
Increased
123
Reduced
199
Closed
38
Calls
$127M
Puts
$79.7M
Net Calls
+$46.8M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B -$40.1M -825,268 -4%
BlackRock
2
BlackRock
New York
$668M -$51.1M -1,053,549 -8%
Invesco
3
Invesco
Georgia
$558M -$2.31M -47,574 -0.4%
State Street
4
State Street
Massachusetts
$485M -$14.1M -289,445 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$369M -$5.04M -103,770 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$320M +$53.5M +1,101,108 +22%
LSV Asset Management
7
LSV Asset Management
Illinois
$271M -$1.09M -22,516 -0.4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$249M -$18.1M -373,883 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$199M +$2.3M +47,467 +1%
Wells Fargo
10
Wells Fargo
California
$198M +$25.8M +531,074 +16%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$196M +$3.24M +66,704 +2%
Goldman Sachs
12
Goldman Sachs
New York
$186M -$30.9M -635,663 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$148M -$4.09M -84,183 -3%
CVA
14
Ceredex Value Advisors
Florida
$111M +$4.92M +101,400 +5%
Northern Trust
15
Northern Trust
Illinois
$102M -$4.51M -92,807 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$101M +$63.3M +1,304,819 +201%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$100M +$4.03M +83,078 +4%
Parnassus Investments
18
Parnassus Investments
California
$100M +$26.7M +550,503 +40%
JP Morgan Chase
19
JP Morgan Chase
New York
$98.7M -$7.78M -160,259 -8%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.4M -$8.64M -177,920 -9%
FMI
21
Fiduciary Management Inc
Wisconsin
$96.8M +$1.05M +21,634 +1%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$91.8M +$85.8M +1,768,401 New
Norges Bank
23
Norges Bank
Norway
$89.7M
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$87M +$324K +6,682 +0.4%
PPA
25
Parametric Portfolio Associates
Washington
$72.8M -$1.94M -39,959 -3%