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Zions Bancorporation

418 hedge funds and large institutions have $4.25B invested in Zions Bancorporation in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 165 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 96.03%96.66% (+0.63%)

12% less funds holding

Funds holding: 474418 (-56)

17% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 165

46% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 111

50% less capital invested

Capital invested by funds: $8.49B → $4.25B (-$4.24B)

52% less call options, than puts

Call options by funds: $33.2M | Put options by funds: $69.2M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
418
Holders Change
-56
Holders Change %
-11.81%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
137
Reduced
165
Closed
111
Calls
$33.2M
Puts
$69.2M
Net Calls
-$36M
Net Calls Change
-$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$558M +$9.88M +239,785 +1%
BlackRock
2
BlackRock
New York
$364M +$30.2M +732,772 +6%
Victory Capital Management
3
Victory Capital Management
Texas
$343M +$274M +6,652,742 +108%
Invesco
4
Invesco
Georgia
$282M -$8.91M -216,264 -2%
State Street
5
State Street
Massachusetts
$234M -$24.6M -597,925 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$165M -$39.4M -957,587 -13%
LSV Asset Management
7
LSV Asset Management
Illinois
$138M -$2.19M -53,255 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$116M +$20.3M +493,690 +13%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$99.3M -$2.68M -65,062 -2%
Wells Fargo
10
Wells Fargo
California
$90.9M -$16.8M -408,405 -11%
JP Morgan Chase
11
JP Morgan Chase
New York
$85.8M +$53.8M +1,306,565 +69%
AllianceBernstein
12
AllianceBernstein
Tennessee
$85.5M -$65.8M -1,598,035 -33%
Goldman Sachs
13
Goldman Sachs
New York
$80.9M -$22.8M -553,574 -15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$79.7M +$5.13M +124,628 +4%
CVA
15
Ceredex Value Advisors
Florida
$72.7M +$23.5M +571,200 +27%
FMI
16
Fiduciary Management Inc
Wisconsin
$63.5M +$21M +509,307 +27%
Northern Trust
17
Northern Trust
Illinois
$55.5M +$4.73M +114,885 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$49.4M -$3.42M -83,040 -4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.1M -$7.81M -189,686 -10%
Norges Bank
20
Norges Bank
Norway
$44M -$3.37M -81,944 -5%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$42.7M -$3.3M -80,167 -5%
PPA
22
Parametric Portfolio Associates
Washington
$39.7M +$3.33M +80,738 +6%
Bank of America
23
Bank of America
North Carolina
$31.6M +$4.32M +104,870 +10%
N
24
Natixis
France
$30.4M +$2.83M +68,757 +6%
Charles Schwab
25
Charles Schwab
California
$30.2M -$7.84M -190,452 -14%