Zions Bancorporation
ZION
472 hedge funds and large institutions have $7.81B invested in Zions Bancorporation in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 135 increasing their positions, 187 reducing their positions, and 45 closing their positions.
84% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 45
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 442 → 472 (+30)
4% less capital invested
Capital invested by funds: $8.15B → $7.81B (-$340M)
1.34% less ownership
Funds ownership: 81.31% → 79.98% (-1.3%)
24% less call options, than puts
Call options by funds: $37.7M | Put options by funds: $49.4M
28% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$25.3M |
| 2 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$23M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$14.6M |
| 5 |
Bank of New York Mellon
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$124M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$97.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$91M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$38.2M |
ZION Hedge Fund Activity: Q4 2021 in Review
472 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2021, worth a combined $7.81B — down 4.2% from $8.15B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new ZION positions and 45 closed out — a net gain of 38 holders — while 135 added to existing stakes and 187 trimmed.
The largest buyer was Todd Asset Management, adding an estimated $25.3M. The largest seller was Ameriprise, cutting an estimated $124M.
- 472 institutional investors held Zions Bancorporation (ZION) as of Q4 2021, up from 442 in Q3 2021.
- Funds reported $7.81B of Zions Bancorporation stock for Q4 2021, down 4.2% quarter-over-quarter.
- 83 funds opened new Zions Bancorporation positions in Q4 2021 and 45 closed out, a net change of +38 holders.
- The largest Zions Bancorporation buyer in Q4 2021 was Todd Asset Management, an estimated $25.3M added.
- The largest Zions Bancorporation seller in Q4 2021 was Ameriprise, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2021.