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Zillow
Z

216 hedge funds and large institutions have $3.85B invested in Zillow in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

87.22% more ownership

Funds ownership: 0% → 87.22% (+87%)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

18% more call options, than puts

Call options by funds: $130M | Put options by funds: $110M

9% more funds holding

Funds holding: 199 → 216 (+17)

6% more capital invested

Capital invested by funds: $3.61B → $3.85B (+$234M)

Holders
216
Holders Change
+17
Holders Change %
+8.54%
% of All Funds
5.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
45
Increased
69
Reduced
57
Closed
22
Calls
$130M
Puts
$110M
Net Calls
+$19.6M
Net Calls Change
-$42.8M

Top Buyers

1
SIM
SRS Investment Management
New York
+$64.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.7M
3
MCG
Meru Capital Group
New York
+$12M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.2M
5
USAA
United Services Automobile Association
Texas
+$7.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$62.3M
2
TCM
Tybourne Capital Management
Hong Kong
-$37.6M
3
EAM
Eagle Asset Management
Florida
-$25.5M
4
UOC
UBS O'Connor
Illinois
-$18.6M
5
VCM
Valiant Capital Management
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
201
Zions Bancorporation
Utah
$6K – – –
TWA
202
TCI Wealth Advisors
Arizona
$5K +$4.93K +140 New
WTB
203
Washington Trust Bank
Washington
$3K – – –
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$3K +$2.71K +77 New
SPIA
205
Steward Partners Investment Advisory
New York
$3K +$3.52K +100 New
PWM
206
Perigon Wealth Management
California
$3K +$134K +3,795 New
BBHC
207
Brown Brothers Harriman & Co
New York
$2K – – –
GWM
208
Geneos Wealth Management
Colorado
$2K – – –
EARNEST Partners
209
EARNEST Partners
Georgia
$2K +$1.48K +42 New
MFS
210
MSI Financial Services
Massachusetts
$1K -$5.29K -150 -86%
IA
211
IFP Advisors
Florida
$1K -$3.59K -102 -82%
KT
212
Kanaly Trust
Texas
$1K – – –
QI
213
QS Investors
New York
$1K – – –
SF
214
Synovus Financial
Georgia
$1K +$1.06K +30 New
LS
215
Livforsakringsbolaget Skandia
Sweden
$554 +$536K +15,200 New
BFM
216
Boothbay Fund Management
New York
$231 +$223K +6,337 New
EAM
217
Eagle Asset Management
Florida
– -$25.5M -736,249 Closed
UOC
218
UBS O'Connor
Illinois
– -$18.6M -536,988 Closed
MTB
219
Mizuho Trust & Banking
Japan
– -$6.07M -175,108 Closed
Fidelity Investments
220
Fidelity Investments
Massachusetts
– -$5.82M -167,845 Closed
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
– -$5.07M -146,398 Closed
CCS
222
Crosspoint Capital Strategies
California
– -$3.53M -101,953 Closed
HS
223
HighVista Strategies
Massachusetts
– -$3.12M -90,000 Closed
UONDDL
224
University of Notre Dame du Lac
Indiana
– -$2.11M -60,893 Closed
BJL
225
Brighton Jones LLC
Washington
– -$686K -19,809 Closed
6 7 8
9
10

Z Hedge Fund Activity: Q4 2016 in Review

216 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q4 2016, worth a combined $3.85B — up 6.5% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new Z positions and 22 closed out — a net gain of 23 holders — while 69 added to existing stakes and 57 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $64.7M. The largest seller was Morgan Stanley, cutting an estimated $62.3M.

  • 216 institutional investors held Zillow (Z) as of Q4 2016, up from 199 in Q3 2016.
  • Funds reported $3.85B of Zillow stock for Q4 2016, up 6.5% quarter-over-quarter.
  • 45 funds opened new Zillow positions in Q4 2016 and 22 closed out, a net change of +23 holders.
  • The largest Zillow buyer in Q4 2016 was SRS Investment Management, an estimated $64.7M added.
  • The largest Zillow seller in Q4 2016 was Morgan Stanley, an estimated $62.3M sold.

Based on aggregated 13F filings for Q4 2016.