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Zions Bancorporation

409 hedge funds and large institutions have $4.91B 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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $4.25B → $4.91B (+$657M)

2% less funds holding

Funds holding: 418409 (-9)

8.43% less ownership

Funds ownership: 96.66%88.23% (-8.4%)

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

Holders
409
Holders Change
-9
Holders Change %
-2.15%
% of All Funds
8.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
62
Increased
114
Reduced
178
Closed
69
Calls
$28.1M
Puts
$40.1M
Net Calls
-$12M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$671M -$34.8M -1,098,317 -5%
BlackRock
2
BlackRock
New York
$424M -$35.9M -1,134,800 -8%
Invesco
3
Invesco
Georgia
$351M -$6.1M -192,714 -2%
State Street
4
State Street
Massachusetts
$288M -$8.11M -256,001 -3%
Victory Capital Management
5
Victory Capital Management
Texas
$224M -$197M -6,215,077 -49%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$218M +$8.49M +268,220 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$186M +$10.1M +318,632 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$165M +$16.5M +521,776 +12%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$121M -$4.6M -145,337 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$120M +$10.9M +343,756 +11%
Wells Fargo
11
Wells Fargo
California
$115M -$34.8K -1,099 -0%
JP Morgan Chase
12
JP Morgan Chase
New York
$101M -$7.81M -246,551 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$100M -$974K -30,776 -1%
FMI
14
Fiduciary Management Inc
Wisconsin
$79M -$1.55M -49,097 -2%
Charles Schwab
15
Charles Schwab
California
$77.8M +$36.8M +1,161,597 +103%
PPA
16
Parametric Portfolio Associates
Washington
$73.7M +$21.6M +683,613 +46%
Northern Trust
17
Northern Trust
Illinois
$67.6M -$2.77M -87,612 -4%
CVA
18
Ceredex Value Advisors
Florida
$65.5M -$25M -789,800 -29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61.8M -$894K -28,249 -2%
Norges Bank
20
Norges Bank
Norway
$61.2M +$4.92M +155,485 +9%
Deutsche Bank
21
Deutsche Bank
Germany
$60.7M +$21.9M +692,839 +63%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56M +$229K +7,225 +0.4%
Goldman Sachs
23
Goldman Sachs
New York
$55.2M -$44.3M -1,397,718 -46%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$47.1M -$6.67M -210,743 -13%
Legal & General Group
25
Legal & General Group
United Kingdom
$33.1M -$4.57M -144,371 -13%