Zillow
449 hedge funds and large institutions have $8.82B invested in Zillow in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 93 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 136
4% less funds holding
Funds holding: 469 → 449 (-20)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
4.58% less ownership
Funds ownership: 102.18% → 97.61% (-4.6%)
15% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 93
28% less capital invested
Capital invested by funds: $12.2B → $8.82B (-$3.39B)
30% less call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.61B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$108M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$102M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$98.8M |
| 4 |
Coatue Management
New York
|
+$56.7M |
| 5 |
Renaissance Technologies
New York
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$496M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$416M |
| 3 |
Barclays
London,
United Kingdom
|
-$84.6M |
| 4 |
SIM
SRS Investment Management
New York
|
-$81.2M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$80.3M |
Z Hedge Fund Activity: Q1 2022 in Review
449 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q1 2022, worth a combined $8.82B — down 28% from $12.2B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of Z and 79 opened new positions — a net loss of 14 holders — while 136 trimmed existing stakes and 157 added.
The largest buyer was Southpoint Capital Advisors, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $496M.
- 449 institutional investors held Zillow (Z) as of Q1 2022, down from 469 in Q4 2021.
- Funds reported $8.82B of Zillow stock for Q1 2022, down 28% quarter-over-quarter.
- 79 funds opened new Zillow positions in Q1 2022 and 93 closed out, a net change of -14 holders.
- The largest Zillow buyer in Q1 2022 was Southpoint Capital Advisors, an estimated $108M added.
- The largest Zillow seller in Q1 2022 was Morgan Stanley, an estimated $496M sold.
Based on aggregated 13F filings for Q1 2022.