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494 hedge funds and large institutions have $24.4B invested in Zillow in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 173 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 126

31% more capital invested

Capital invested by funds: $18.7B → $24.4B (+$5.77B)

29% more call options, than puts

Call options by funds: $2.06B | Put options by funds: $1.6B

20% more funds holding

Funds holding: 412494 (+82)

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

1.16% less ownership

Funds ownership: 114.49%113.33% (-1.2%)

Holders
494
Holders Change
+82
Holders Change %
+19.9%
% of All Funds
8.74%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
137
Increased
173
Reduced
126
Closed
50
Calls
$2.06B
Puts
$1.6B
Net Calls
+$462M
Net Calls Change
-$310M
Name Holding Trade Value Shares
Change
Change in
Stake
TAA
151
TB Alternative Assets
Cayman Islands
$6.67M +$5.69M +51,400 New
IECM
152
Intrinsic Edge Capital Management
Illinois
$6.64M -$2.21M -20,000 -28%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$6.59M -$13.4K -121 -0.2%
BFIC
154
Bedell Frazier Investment Counselling
California
$6.46M -$1.95M -17,633 -26%
MS
155
Maven Securities
Jersey
$6.29M +$5.33M +48,225 New
Aviva
156
Aviva
United Kingdom
$6.18M +$359K +3,242 +7%
PMAM
157
Picton Mahoney Asset Management
Ontario, Canada
$6.17M -$299K -2,700 -5%
BAWC
158
Black-and-white Capital
California
$6.05M +$5.16M +46,610 New
SOMRS
159
State of Michigan Retirement System
Michigan
$6.04M +$124K +1,120 +2%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$5.99M -$8.82M -79,747 -63%
Lazard Asset Management
161
Lazard Asset Management
New York
$5.98M +$3.55M +32,075 +229%
Twin Tree Management
162
Twin Tree Management
Texas
$5.96M +$2.62M +23,709 +107%
AP
163
Atlas Principals
North Carolina
$5.84M -$6.08M -55,000 -55%
VM
164
Venator Management
Pennsylvania
$5.69M +$4.85M +43,823 New
JAMONY
165
Jacob Asset Management of New York
California
$5.67M +$4.83M +43,675 New
Truist Financial
166
Truist Financial
North Carolina
$5.54M +$4.4M +39,782 +1,380%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$5.53M +$4.25M +38,448 +930%
ASRS
168
Arizona State Retirement System
Arizona
$5.38M -$113K -1,022 -2%
EWM
169
Empirical Wealth Management
Washington
$5.28M -$2.21M -19,957 -33%
SG Americas Securities
170
SG Americas Securities
New York
$5.04M -$5.92M -53,549 -58%
Korea Investment Corp
171
Korea Investment Corp
South Korea
$4.89M +$4M +36,200 +2,413%
FAF
172
Första AP-fonden
Sweden
$4.76M +$4.06M +36,700 New
SEI Investments
173
SEI Investments
Pennsylvania
$4.56M +$1.34M +12,095 +52%
JF
174
Jump Financial
Illinois
$4.55M +$2M +18,056 +106%
LPL Financial
175
LPL Financial
California
$4.49M +$2.29M +20,725 +150%

Z Hedge Fund Activity: Q4 2020 in Review

494 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q4 2020, worth a combined $24.4B — up 31% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new Z positions and 50 closed out — a net gain of 87 holders — while 173 added to existing stakes and 126 trimmed.

The largest buyer was Coatue Management, adding an estimated $262M. The largest seller was Baillie Gifford & Co, cutting an estimated $400M.

  • 494 institutional investors held Zillow (Z) as of Q4 2020, up from 412 in Q3 2020.
  • Funds reported $24.4B of Zillow stock for Q4 2020, up 31% quarter-over-quarter.
  • 137 funds opened new Zillow positions in Q4 2020 and 50 closed out, a net change of +87 holders.
  • The largest Zillow buyer in Q4 2020 was Coatue Management, an estimated $262M added.
  • The largest Zillow seller in Q4 2020 was Baillie Gifford & Co, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2020.