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266 hedge funds and large institutions have $5.99B invested in Zillow in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $317M | Put options by funds: $168M

33% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 73

1.4% more ownership

Funds ownership: 113.76%115.16% (+1.4%)

3% less funds holding

Funds holding: 275266 (-9)

13% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 53

20% less capital invested

Capital invested by funds: $7.47B → $5.99B (-$1.48B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
266
Holders Change
-9
Holders Change %
-3.27%
% of All Funds
5.86%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.37%
New
46
Increased
97
Reduced
73
Closed
53
Calls
$317M
Puts
$168M
Net Calls
+$149M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$353K +$37.2K +805 +9%
GC
177
Guggenheim Capital
Illinois
$347K -$174K -3,771 -28%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$340K +$132K +2,863 +43%
SA
179
Sicart Associates
New York
$333K -$266K -5,750 -38%
Stifel Financial
180
Stifel Financial
Missouri
$327K -$1.39M -30,103 -77%
AG
181
Aperio Group
California
$326K +$10.8K +234 +3%
AQR Capital Management
182
AQR Capital Management
Connecticut
$325K +$417K +9,031 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$322K +$91.6K +1,983 +29%
MWA
184
Moser Wealth Advisors
Washington
$299K
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$280K -$97.5K -2,111 -21%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$278K -$47.5K -1,029 -10%
CL
187
CPWM LLC
Washington
$270K +$32.8K +710 +10%
Osaic Holdings
188
Osaic Holdings
Arizona
$267K +$338K +7,324 New
WBC
189
Westpac Banking Corp
Australia
$265K
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$256K -$12.1K -262 -4%
AIM
191
Axiom Investment Management
New York
$252K +$323K +7,000 New
PP
192
PagnatoKarp Partners
Virginia
$247K +$317K +6,869 New
Baird Financial Group
193
Baird Financial Group
Wisconsin
$229K +$20.8K +450 +8%
BJL
194
Brighton Jones LLC
Washington
$228K -$208K -4,503 -42%
VI
195
Vestcor Inc
New Brunswick, Canada
$227K
MAFM
196
Mid Atlantic Financial Management
Pennsylvania
$226K +$20.8K +450 +8%
Truist Financial
197
Truist Financial
North Carolina
$224K -$23.1K -501 -7%
HCM
198
HGI Capital Management
New York
$216K
FWC
199
First Washington Corp
Washington
$205K
SAM
200
Shell Asset Management
Netherlands
$203K

Z Hedge Fund Activity: Q1 2020 in Review

266 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q1 2020, worth a combined $5.99B — down 20% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of Z and 46 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 97 added.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $183M. The largest seller was Barclays, cutting an estimated $66.5M.

  • 266 institutional investors held Zillow (Z) as of Q1 2020, down from 275 in Q4 2019.
  • Funds reported $5.99B of Zillow stock for Q1 2020, down 20% quarter-over-quarter.
  • 46 funds opened new Zillow positions in Q1 2020 and 53 closed out, a net change of -7 holders.
  • The largest Zillow buyer in Q1 2020 was Sands Capital Management, an estimated $183M added.
  • The largest Zillow seller in Q1 2020 was Barclays, an estimated $66.5M sold.

Based on aggregated 13F filings for Q1 2020.