Zions Bancorporation
ZION
432 hedge funds and large institutions have $5.9B invested in Zions Bancorporation in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 94 increasing their positions, 186 reducing their positions, and 68 closing their positions.
46% more capital invested
Capital invested by funds: $4.05B → $5.9B (+$1.85B)
45% more call options, than puts
Call options by funds: $48.7M | Put options by funds: $33.7M
41% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 68
6% more funds holding
Funds holding: 406 → 432 (+26)
1.76% less ownership
Funds ownership: 84.5% → 82.74% (-1.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
49% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$111M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$91.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$72.7M |
| 2 |
Holocene Advisors
New York
|
-$36M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$23.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$22.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$21.8M |
ZION Hedge Fund Activity: Q4 2020 in Review
432 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2020, worth a combined $5.9B — up 46% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new ZION positions and 68 closed out — a net gain of 28 holders — while 94 added to existing stakes and 186 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $111M. The largest seller was BlackRock, cutting an estimated $72.7M.
- 432 institutional investors held Zions Bancorporation (ZION) as of Q4 2020, up from 406 in Q3 2020.
- Funds reported $5.9B of Zions Bancorporation stock for Q4 2020, up 46% quarter-over-quarter.
- 96 funds opened new Zions Bancorporation positions in Q4 2020 and 68 closed out, a net change of +28 holders.
- The largest Zions Bancorporation buyer in Q4 2020 was Massachusetts Financial Services, an estimated $111M added.
- The largest Zions Bancorporation seller in Q4 2020 was BlackRock, an estimated $72.7M sold.
Based on aggregated 13F filings for Q4 2020.