Zions Bancorporation
ZION
493 hedge funds and large institutions have $5.97B invested in Zions Bancorporation in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 187 reducing their positions, and 56 closing their positions.
119% more call options, than puts
Call options by funds: $35.2M | Put options by funds: $16M
20% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 56
1% more funds holding
Funds holding: 490 → 493 (+3)
9% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 187
1.48% less ownership
Funds ownership: 82.74% → 81.26% (-1.5%)
6% less capital invested
Capital invested by funds: $6.33B → $5.97B (-$358M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$71.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.8M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$32.9M |
| 4 |
Goldman Sachs
New York
|
+$31.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$91.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$66.1M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$32M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.3M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$27.3M |
ZION Hedge Fund Activity: Q4 2022 in Review
493 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q4 2022, worth a combined $5.97B — down 5.6% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ZION positions and 56 closed out — a net gain of 11 holders — while 170 added to existing stakes and 187 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $71.9M. The largest seller was Invesco, cutting an estimated $91.2M.
- 493 institutional investors held Zions Bancorporation (ZION) as of Q4 2022, up from 490 in Q3 2022.
- Funds reported $5.97B of Zions Bancorporation stock for Q4 2022, down 5.6% quarter-over-quarter.
- 67 funds opened new Zions Bancorporation positions in Q4 2022 and 56 closed out, a net change of +11 holders.
- The largest Zions Bancorporation buyer in Q4 2022 was Loomis, Sayles & Company, an estimated $71.9M added.
- The largest Zions Bancorporation seller in Q4 2022 was Invesco, an estimated $91.2M sold.
Based on aggregated 13F filings for Q4 2022.