Zions Bancorporation
ZION
428 hedge funds and large institutions have $4.1B invested in Zions Bancorporation in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 169 reducing their positions, and 54 closing their positions.
28% more capital invested
Capital invested by funds: $3.21B → $4.1B (+$890M)
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
1% more funds holding
Funds holding: 422 → 428 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.31% less ownership
Funds ownership: 80.64% → 79.33% (-1.3%)
21% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 169
59% less call options, than puts
Call options by funds: $208M | Put options by funds: $504M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$80.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$59.2M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$50.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$37.6M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$100M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$38.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$34.3M |
| 4 |
BlackRock
New York
|
-$33.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$26.1M |
ZION Hedge Fund Activity: Q3 2023 in Review
428 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Zions Bancorporation (ZION) for Q3 2023, worth a combined $4.1B — up 28% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ZION positions and 54 closed out — a net gain of 9 holders — while 133 added to existing stakes and 169 trimmed.
The largest buyer was State Street, adding an estimated $80.4M. The largest seller was Fidelity Investments, cutting an estimated $100M.
- 428 institutional investors held Zions Bancorporation (ZION) as of Q3 2023, up from 422 in Q2 2023.
- Funds reported $4.1B of Zions Bancorporation stock for Q3 2023, up 28% quarter-over-quarter.
- 63 funds opened new Zions Bancorporation positions in Q3 2023 and 54 closed out, a net change of +9 holders.
- The largest Zions Bancorporation buyer in Q3 2023 was State Street, an estimated $80.4M added.
- The largest Zions Bancorporation seller in Q3 2023 was Fidelity Investments, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2023.