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242 hedge funds and large institutions have $5.98B invested in Zillow in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

31% more capital invested

Capital invested by funds: $4.56B → $5.98B (+$1.42B)

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

21% more funds holding

Funds holding: 200242 (+42)

17% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $45.5M

1% less ownership

Funds ownership: 88.15%87.15% (-1%)

Holders
242
Holders Change
+42
Holders Change %
+21%
% of All Funds
5.55%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.37%
New
54
Increased
77
Reduced
62
Closed
12
Calls
$53.1M
Puts
$45.5M
Net Calls
+$7.66M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
201
Sargent Bickham Lagudis
Colorado
$54K
DSN
202
D. Scott Neal
Kentucky
$46K
TCM
203
TD Capital Management
Tennessee
$27K
LWA
204
Lenox Wealth Advisors
New York
$27K +$19.1K +395 +373%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$24K +$289 +6 +1%
BWP
206
Baldwin Wealth Partners
Massachusetts
$19K
PCTC
207
Perkins Coie Trust Company
Washington
$19K
JP Morgan Chase
208
JP Morgan Chase
New York
$17K -$3.67K -76 -19%
CBOA
209
Commonwealth Bank of Australia
Australia
$16K
MSA
210
Marino Stram & Associates
Massachusetts
$16K
SWA
211
Sutton Wealth Advisors
Florida
$13.5K +$12.1K +251 New
KCPG
212
Kavar Capital Partners Group
Kansas
$11K +$9.65K +200 New
SIM
213
Sonora Investment Management
Arizona
$10.8K
SEI Investments
214
SEI Investments
Pennsylvania
$10K -$16.4K -339 -66%
SPIA
215
Steward Partners Investment Advisory
New York
$10K
VFA
216
Valeo Financial Advisors
Indiana
$10K
Nomura Holdings
217
Nomura Holdings
Japan
$9.48K -$159K -3,296 -2%
PAM
218
Panagora Asset Management
Massachusetts
$8K -$17.5K -363 -72%
ASN
219
Advisory Services Network
Georgia
$8K
PA
220
Parallel Advisors
California
$8K +$7.24K +150 New
WC
221
Whitney & Co
New York
$8K +$7.24K +150 New
PHK
222
Point72 Hong Kong
Hong Kong
$8K +$7.48K +155 New
ZB
223
Zions Bancorporation
Utah
$8K +$7.52K +156 New
PWM
224
Perigon Wealth Management
California
$6K
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.7K +56 +114%

Z Hedge Fund Activity: Q1 2018 in Review

242 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q1 2018, worth a combined $5.98B — up 31% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new Z positions and 12 closed out — a net gain of 42 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $81.3M. The largest seller was Wellington Management Group, cutting an estimated $156M.

  • 242 institutional investors held Zillow (Z) as of Q1 2018, up from 200 in Q4 2017.
  • Funds reported $5.98B of Zillow stock for Q1 2018, up 31% quarter-over-quarter.
  • 54 funds opened new Zillow positions in Q1 2018 and 12 closed out, a net change of +42 holders.
  • The largest Zillow buyer in Q1 2018 was Caledonia Investments (Australia), an estimated $81.3M added.
  • The largest Zillow seller in Q1 2018 was Wellington Management Group, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2018.