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266 hedge funds and large institutions have $5.99B invested in Zillow in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $317M | Put options by funds: $168M

33% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 73

1.4% more ownership

Funds ownership: 113.76%115.16% (+1.4%)

3% less funds holding

Funds holding: 275266 (-9)

13% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 53

20% less capital invested

Capital invested by funds: $7.47B → $5.99B (-$1.48B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
5.86%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.37%
New
46
Increased
97
Reduced
73
Closed
53
Calls
$317M
Puts
$168M
Net Calls
+$149M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
TD Capital Management
Tennessee
$18K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
227
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18K +$23K +499 New
CA
228
Clearstead Advisors
Ohio
$18K +$23.1K +500 New
ASN
229
Advisory Services Network
Georgia
$17K -$4.8K -104 -18%
BWA
230
BDO Wealth Advisors
Florida
$17K +$277 +6 +1%
OAM
231
Oppenheimer Asset Management
New York
$16K -$9.75K -211 -33%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$15K -$4.07K -88 -17%
APA
233
American Portfolios Advisors
New York
$14.2K +$10.2K +220 +126%
SFS
234
Sowell Financial Services
Arkansas
$14K -$6.7K -145 -27%
BWP
235
Baldwin Wealth Partners
Massachusetts
$13K
PCTC
236
Perkins Coie Trust Company
Washington
$13K
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$12K
SIM
238
Sonora Investment Management
Arizona
$7K
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$6K
HFS
240
HBC Financial Services
Washington
$6K
LIA
241
LS Investment Advisors
Michigan
$5K -$109K -2,351 -94%
DI
242
Disciplined Investments
Oklahoma
$5K
S
243
SignatureFD
Georgia
$5K
LWA
244
Lenox Wealth Advisors
New York
$4K
SWM
245
Sugarloaf Wealth Management
Georgia
$4K
PCG
246
Private Capital Group
Connecticut
$4K +$1.02K +22 +27%
SBL
247
Sargent Bickham Lagudis
Colorado
$4K +$3.05K +66 +194%
JPLA
248
Joseph P. Lucia & Associates
New York
$4K +$4.62K +100 New
RWML
249
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.75K +$4.8K +104 New
ZB
250
Zions Bancorporation
Utah
$3K

Z Hedge Fund Activity: Q1 2020 in Review

266 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q1 2020, worth a combined $5.99B — down 20% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of Z and 46 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 97 added.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $183M. The largest seller was Barclays, cutting an estimated $66.5M.

  • 266 institutional investors held Zillow (Z) as of Q1 2020, down from 275 in Q4 2019.
  • Funds reported $5.99B of Zillow stock for Q1 2020, down 20% quarter-over-quarter.
  • 46 funds opened new Zillow positions in Q1 2020 and 53 closed out, a net change of -7 holders.
  • The largest Zillow buyer in Q1 2020 was Sands Capital Management, an estimated $183M added.
  • The largest Zillow seller in Q1 2020 was Barclays, an estimated $66.5M sold.

Based on aggregated 13F filings for Q1 2020.