Zions Bancorporation
ZION
410 hedge funds and large institutions have $4.9B invested in Zions Bancorporation in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 69 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $4.08B → $4.9B (+$823M)
2% less funds holding
Funds holding: 419 → 410 (-9)
4.61% less ownership
Funds ownership: 92.75% → 88.15% (-4.6%)
10% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 69
30% less call options, than puts
Call options by funds: $28.1M | Put options by funds: $40.1M
36% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$36.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$21.9M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$21.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.5M |
| 5 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$44.3M |
| 2 |
BlackRock
New York
|
-$35.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.8M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$25M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$25M |
ZION Hedge Fund Activity: Q2 2020 in Review
410 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2020, worth a combined $4.9B — up 20% from $4.08B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of ZION and 62 opened new positions — a net loss of 7 holders — while 178 trimmed existing stakes and 114 added.
The largest buyer was Charles Schwab, adding an estimated $36.8M. The largest seller was Goldman Sachs, cutting an estimated $44.3M.
- 410 institutional investors held Zions Bancorporation (ZION) as of Q2 2020, down from 419 in Q1 2020.
- Funds reported $4.9B of Zions Bancorporation stock for Q2 2020, up 20% quarter-over-quarter.
- 62 funds opened new Zions Bancorporation positions in Q2 2020 and 69 closed out, a net change of -7 holders.
- The largest Zions Bancorporation buyer in Q2 2020 was Charles Schwab, an estimated $36.8M added.
- The largest Zions Bancorporation seller in Q2 2020 was Goldman Sachs, an estimated $44.3M sold.
Based on aggregated 13F filings for Q2 2020.