Zions Bancorporation
ZION
422 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, 147 reducing their positions, and 92 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 147
5.74% less ownership
Funds ownership: 86.38% → 80.64% (-5.7%)
6% less funds holding
Funds holding: 449 → 422 (-27)
14% less capital invested
Capital invested by funds: $3.74B → $3.21B (-$528M)
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: 2 → 1 (-1)
71% less call options, than puts
Call options by funds: $104M | Put options by funds: $362M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$55.2M |
| 2 |
Two Sigma Advisers
New York
|
+$51.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$30.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$28.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$153M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$108M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$42.8M |
| 5 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$40.3M |
ZION Hedge Fund Activity: Q2 2023 in Review
422 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q2 2023, worth a combined $3.21B — down 14% from $3.74B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of ZION and 65 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 166 added.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $55.2M. The largest seller was EP Wealth Advisors, cutting an estimated $153M.
- 422 institutional investors held Zions Bancorporation (ZION) as of Q2 2023, down from 449 in Q1 2023.
- Funds reported $3.21B of Zions Bancorporation stock for Q2 2023, down 14% quarter-over-quarter.
- 65 funds opened new Zions Bancorporation positions in Q2 2023 and 92 closed out, a net change of -27 holders.
- The largest Zions Bancorporation buyer in Q2 2023 was Fuller & Thaler Asset Management, an estimated $55.2M added.
- The largest Zions Bancorporation seller in Q2 2023 was EP Wealth Advisors, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2023.