We are live on ! Find out more
ZION icon

Zions Bancorporation

421 hedge funds and large institutions have $3.21B invested in Zions Bancorporation in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

5.74% less ownership

Funds ownership: 86.37%80.63% (-5.7%)

6% less funds holding

Funds holding: 448421 (-27)

14% less capital invested

Capital invested by funds: $3.74B → $3.21B (-$527M)

29% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $104M | Put options by funds: $362M

Holders
421
Holders Change
-27
Holders Change %
-6.03%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
166
Reduced
148
Closed
92
Calls
$104M
Puts
$362M
Net Calls
-$258M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$542M -$51.7M -1,865,256 -8%
BlackRock
2
BlackRock
New York
$281M +$912K +32,883 +0.3%
State Street
3
State Street
Massachusetts
$220M -$2.43M -87,577 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M +$25.3M +911,350 +21%
LSV Asset Management
5
LSV Asset Management
Illinois
$126M +$225K +8,100 +0.2%
Invesco
6
Invesco
Georgia
$105M +$28.4M +1,023,942 +35%
Morgan Stanley
7
Morgan Stanley
New York
$101M -$4.8M -173,060 -4%
Charles Schwab
8
Charles Schwab
California
$97.2M +$4.82M +173,631 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$96.2M -$6.84M -246,581 -6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$93.1M +$30.8M +1,111,507 +47%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$89.1M +$1.31M +47,341 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$80.9M +$940K +33,904 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$75M -$4.63M -166,806 -6%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$63.5M +$51.2M +1,847,600 +358%
Goldman Sachs
15
Goldman Sachs
New York
$61.9M +$21.9M +788,253 +52%
AllianceBernstein
16
AllianceBernstein
Tennessee
$60.5M -$2.44M -87,891 -4%
FMI
17
Fiduciary Management Inc
Wisconsin
$57.1M +$3.25M +117,129 +6%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$53.5M +$55.2M +1,990,077 New
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$38.2M -$7.82M -282,007 -17%
Northern Trust
20
Northern Trust
Illinois
$37.3M -$521K -18,768 -1%
First Trust Advisors
21
First Trust Advisors
Illinois
$36.3M +$20M +721,999 +114%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$34.6M -$2.58M -93,019 -7%
Millennium Management
23
Millennium Management
New York
$30.5M -$28.4M -1,023,581 -47%
Norges Bank
24
Norges Bank
Norway
$25.9M -$11.9M -428,120 -31%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.3M -$638K -22,997 -2%