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528 hedge funds and large institutions have $25.4B invested in Zillow in 2021 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 211 increasing their positions, 151 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 71

40% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 151

7% more funds holding

Funds holding: 494528 (+34)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

4% more capital invested

Capital invested by funds: $24.4B → $25.4B (+$962M)

0.35% less ownership

Funds ownership: 113.33%112.98% (-0.35%)

47% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.56B

Holders
528
Holders Change
+34
Holders Change %
+6.88%
% of All Funds
9.27%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.58%
New
109
Increased
211
Reduced
151
Closed
71
Calls
$1.36B
Puts
$2.56B
Net Calls
-$1.2B
Net Calls Change
-$1.66B
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
426
Cerity Partners
New York
$223K +$256K +1,724 New
PFO
427
Pathstone Family Office
New Jersey
$219K +$22.6K +152 +10%
DADC
428
D.A. Davidson & Co
Montana
$214K -$19.3K -130 -7%
IAA
429
Independent Advisor Alliance
North Carolina
$214K +$244K +1,647 New
WG
430
Winton Group
United Kingdom
$207K -$712K -4,797 -75%
LS
431
Livforsakringsbolaget Skandia
Sweden
$207K
CWP
432
Concord Wealth Partners
Virginia
$207K +$233K +1,569 +6,538%
UCFA
433
United Capital Financial Advisors
Texas
$202K -$14.7K -99 -6%
HAFS
434
Hapanowicz & Associates Financial Services
Pennsylvania
$201K -$210K -1,412 -48%
S
435
SignatureFD
Georgia
$181K +$126K +849 +154%
MHR
436
Matthew Hamilton Rosenberg
$178K
RA
437
Resolute Advisors
California
$167K +$191K +1,290 New
GWM
438
Geneos Wealth Management
Colorado
$151K -$14.1K -95 -8%
PA
439
Parallel Advisors
California
$148K +$35.2K +237 +26%
QP
440
Quilter Plc
United Kingdom
$146K +$167K +1,125 New
AP
441
Arlington Partners
Alabama
$140K
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$138K -$3.71K -25 -2%
SGDR
443
SPX Gestao de Recursos
Brazil
$130K -$12.6M -84,670 -99%
FWM
444
Focused Wealth Management
New York
$117K -$32.6K -220 -20%
OIA
445
Optimum Investment Advisors
Illinois
$117K -$22.3K -150 -14%
BCA
446
Berman Capital Advisors
Georgia
$117K +$97.6K +658 +260%
SWM
447
Spire Wealth Management
Virginia
$117K +$134K +905 New
BAM
448
Belpointe Asset Management
Nevada
$107K +$122K +823 New
MCM
449
Manchester Capital Management
Vermont
$106K +$122K +819 New
SAM
450
Shell Asset Management
Netherlands
$100K -$42.1K -284 -27%

Z Hedge Fund Activity: Q1 2021 in Review

528 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q1 2021, worth a combined $25.4B — up 3.9% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new Z positions and 71 closed out — a net gain of 38 holders — while 211 added to existing stakes and 151 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $527M. The largest seller was Citadel Advisors, cutting an estimated $246M.

  • 528 institutional investors held Zillow (Z) as of Q1 2021, up from 494 in Q4 2020.
  • Funds reported $25.4B of Zillow stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 109 funds opened new Zillow positions in Q1 2021 and 71 closed out, a net change of +38 holders.
  • The largest Zillow buyer in Q1 2021 was ARK Investment Management, an estimated $527M added.
  • The largest Zillow seller in Q1 2021 was Citadel Advisors, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2021.