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201 hedge funds and large institutions have $4.43B invested in Zillow in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 50

0.05% more ownership

Funds ownership: 87.99%88.05% (+0.05%)

1% less call options, than puts

Call options by funds: $51.3M | Put options by funds: $51.9M

3% less funds holding

Funds holding: 208201 (-7)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

16% less capital invested

Capital invested by funds: $5.3B → $4.43B (-$873M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
5.01%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
29
Increased
75
Reduced
50
Closed
34
Calls
$51.3M
Puts
$51.9M
Net Calls
-$675K
Net Calls Change
+$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DSN
176
D. Scott Neal
Kentucky
$34K
SA
177
SpiderRock Advisors
Delaware
$34K
CG
178
Cutler Group
California
$33K -$354K -8,388 -91%
MIC
179
MU Investments Company
Japan
$26K +$27.4K +650 New
AG
180
Advisor Group
Arizona
$22K
SEI Investments
181
SEI Investments
Pennsylvania
$21K +$422 +10 +2%
TDC
182
Thompson Davis & Co
Virginia
$20K -$23.2K -550 -52%
PAM
183
Panagora Asset Management
Massachusetts
$20K
TCM
184
TD Capital Management
Tennessee
$20K
SWA
185
Sutton Wealth Advisors
Florida
$18.7K
BWP
186
Baldwin Wealth Partners
Massachusetts
$14K
PCTC
187
Perkins Coie Trust Company
Washington
$14K
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$9K
SIM
189
Sonora Investment Management
Arizona
$8.04K
CBOA
190
Commonwealth Bank of Australia
Australia
$8K -$59.1K -1,400 -88%
WA
191
WealthTrust-Arizona
Arizona
$8K
VFA
192
Valeo Financial Advisors
Indiana
$8K +$7.98K +189 New
ASN
193
Advisory Services Network
Georgia
$6K
ZB
194
Zions Bancorporation
Utah
$6K +$5.66K +134 +609%
PWM
195
Perigon Wealth Management
California
$5K +$844 +20 +21%
SFSIG
196
San Francisco Sentry Investment Group
California
$4K
RE
197
RBC Europe
United Kingdom
$3.1K +$3.25K +77 New
IA
198
IFP Advisors
Florida
$2K +$844 +20 +91%
OAM
199
Oppenheimer Asset Management
New York
$1K
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$1K +$380 +9 +41%

Z Hedge Fund Activity: Q3 2017 in Review

201 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q3 2017, worth a combined $4.43B — down 16% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of Z and 29 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $123M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $175M sold.

  • 201 institutional investors held Zillow (Z) as of Q3 2017, down from 208 in Q2 2017.
  • Funds reported $4.43B of Zillow stock for Q3 2017, down 16% quarter-over-quarter.
  • 29 funds opened new Zillow positions in Q3 2017 and 34 closed out, a net change of -5 holders.
  • The largest Zillow buyer in Q3 2017 was Morgan Stanley, an estimated $123M added.
  • The largest Zillow seller in Q3 2017 was Tybourne Capital Management, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2017.