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275 hedge funds and large institutions have $7.47B invested in Zillow in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $448M | Put options by funds: $165M

70% more capital invested

Capital invested by funds: $4.39B → $7.47B (+$3.09B)

34% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 70

32% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 47

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10.76% more ownership

Funds ownership: 103%113.76% (+11%)

5% more funds holding

Funds holding: 261275 (+14)

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
5.42%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.45%
New
62
Increased
94
Reduced
70
Closed
47
Calls
$448M
Puts
$165M
Net Calls
+$283M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
226
Livforsakringsbolaget Skandia
Sweden
$74K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$69K +$49.2K +1,320 +754%
AG
228
Advisor Group
Arizona
$65K -$13.9K -374 -21%
FHA
229
Flagship Harbor Advisors
Massachusetts
$61K -$43.4K -1,165 -47%
VCP
230
Verus Capital Partners
Arizona
$51K +$41.7K +1,120 New
OAM
231
Oppenheimer Asset Management
New York
$29K +$23K +617 +2,373%
BEI
232
Benjamin Edwards Inc
Missouri
$26K +$2.83K +76 +15%
ASN
233
Advisory Services Network
Georgia
$26K +$15.8K +425 +280%
SFS
234
Sowell Financial Services
Arkansas
$25K +$7.45K +200 +58%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$23K -$11K -296 -37%
TCM
236
TD Capital Management
Tennessee
$23K
BWA
237
BDO Wealth Advisors
Florida
$21K -$7.04K -189 -29%
EWM
238
EPG Wealth Management
Georgia
$21K +$17.1K +458 New
CIA
239
CSat Investment Advisory
Michigan
$20K +$1.94K +52 +14%
TCWM
240
Total Clarity Wealth Management
Illinois
$19K +$15.6K +420 New
BWP
241
Baldwin Wealth Partners
Massachusetts
$16K
PCTC
242
Perkins Coie Trust Company
Washington
$16K
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$15K
HNB
244
Huntington National Bank
Ohio
$14K +$11.5K +310 New
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$13K +$10.5K +281 New
SF
246
Synovus Financial
Georgia
$10K -$14.9K -400 -64%
SIM
247
Sonora Investment Management
Arizona
$9K
HFS
248
HBC Financial Services
Washington
$9K +$7.45K +200 New
APA
249
American Portfolios Advisors
New York
$8.04K
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$8K

Z Hedge Fund Activity: Q4 2019 in Review

275 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q4 2019, worth a combined $7.47B — up 70% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new Z positions and 47 closed out — a net gain of 15 holders — while 94 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $293M. The largest seller was ARK Investment Management, exiting entirely with an estimated $69.7M sold.

  • 275 institutional investors held Zillow (Z) as of Q4 2019, up from 261 in Q3 2019.
  • Funds reported $7.47B of Zillow stock for Q4 2019, up 70% quarter-over-quarter.
  • 62 funds opened new Zillow positions in Q4 2019 and 47 closed out, a net change of +15 holders.
  • The largest Zillow buyer in Q4 2019 was Morgan Stanley, an estimated $293M added.
  • The largest Zillow seller in Q4 2019 was ARK Investment Management, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.