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Zions Bancorporation

442 hedge funds and large institutions have $8.15B invested in Zions Bancorporation in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

35% more call options, than puts

Call options by funds: $53.8M | Put options by funds: $39.8M

14% more capital invested

Capital invested by funds: $7.17B → $8.15B (+$986M)

3% more funds holding

Funds holding: 429442 (+13)

1.55% less ownership

Funds ownership: 82.86%81.31% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 172

Holders
442
Holders Change
+13
Holders Change %
+3.03%
% of All Funds
7.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
63
Increased
129
Reduced
172
Closed
45
Calls
$53.8M
Puts
$39.8M
Net Calls
+$14M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B -$6.51M -118,488 -0.6%
BlackRock
2
BlackRock
New York
$676M +$3.84M +69,919 +0.6%
Invesco
3
Invesco
Georgia
$529M -$57.9M -1,053,819 -11%
State Street
4
State Street
Massachusetts
$527M +$283K +5,146 +0.1%
Victory Capital Management
5
Victory Capital Management
Texas
$437M +$9.55M +173,819 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$422M -$43M -782,522 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$281M +$3.92M +71,343 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
$252M -$4.82M -87,798 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$226M -$2.33M -42,441 -1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$210M +$519K +9,456 +0.3%
JP Morgan Chase
11
JP Morgan Chase
New York
$204M -$2.88M -52,494 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$192M +$2.62M +47,735 +2%
Charles Schwab
13
Charles Schwab
California
$183M +$2.15M +39,224 +1%
Ameriprise
14
Ameriprise
Minnesota
$148M +$11M +199,759 +9%
PPA
15
Parametric Portfolio Associates
Washington
$136M +$1.37M +24,964 +1%
AllianceBernstein
16
AllianceBernstein
Tennessee
$121M -$2.93M -53,337 -3%
Wells Fargo
17
Wells Fargo
California
$116M -$12.7M -231,125 -11%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$113M +$2.63M +47,896 +3%
FMI
19
Fiduciary Management Inc
Wisconsin
$113M -$171K -3,114 -0.2%
Northern Trust
20
Northern Trust
Illinois
$99.1M -$3.74M -68,041 -4%
Norges Bank
21
Norges Bank
Norway
$95.6M -$6.73M -122,414 -7%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.9M -$1.76M -32,014 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$78.7M +$1.93M +35,213 +3%
Amundi
24
Amundi
France
$73.3M +$767K +13,959 +1%
AAM
25
Ardevora Asset Management
United Kingdom
$69.3M +$429K +7,800 +0.7%