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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$8K
DI
252
Disciplined Investments
Oklahoma
$7K +$5.59K +150 New
S
253
SignatureFD
Georgia
$6K
LWA
254
Lenox Wealth Advisors
New York
$5K -$6.74K -181 -63%
SWM
255
Sugarloaf Wealth Management
Georgia
$5K +$3.73K +100 New
ZB
256
Zions Bancorporation
Utah
$4K -$1.86K -50 -36%
WEC
257
Winslow Evans & Crocker
Massachusetts
$4K
PA
258
Parallel Advisors
California
$3K -$6.52K -175 -74%
GRP
259
Global Retirement Partners
California
$3K
PCG
260
Private Capital Group
Connecticut
$3K +$1.12K +30 +59%
IA
261
IFP Advisors
Florida
$3K +$2.57K +69 New
SBL
262
Sargent Bickham Lagudis
Colorado
$2K -$12.6K -337 -91%
BRC
263
Bell Rock Capital
Delaware
$2K
EARNEST Partners
264
EARNEST Partners
Georgia
$2K
AWM
265
Atticus Wealth Management
Florida
$2K +$1.53K +41 New
CMA
266
Cedar Mountain Advisors
Oregon
$2K +$1.75K +47 New
PA
267
PSI Advisors
Florida
$2K +$1.86K +50 New
TPCW
268
TD Private Client Wealth
New York
$1.93K +$1.56K +42 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1K -$857 -23 -42%
TFO
270
Tarbox Family Office
California
$1K
MAM
271
Meeder Asset Management
Ohio
$1K +$410 +11 +65%
OPS
272
Orion Portfolio Solutions
Nebraska
$1K +$1.04K +28 New
SWA
273
Sutton Wealth Advisors
Florida
$827 -$75 -2 -10%
AWA
274
Arkadios Wealth Advisors
Georgia
$362 +$261 +7 New
FCH
275
Freestone Capital Holdings
Washington
$217 +$176K +4,726 New

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.