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249 hedge funds and large institutions have $4.34B invested in Zillow in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $187M | Put options by funds: $64.2M

38% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 68

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

7.48% more ownership

Funds ownership: 91.37%98.85% (+7.5%)

2% more funds holding

Funds holding: 244249 (+5)

22% less capital invested

Capital invested by funds: $5.59B → $4.34B (-$1.25B)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
5.55%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
53
Increased
94
Reduced
68
Closed
46
Calls
$187M
Puts
$64.2M
Net Calls
+$123M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
201
Simon Quick Advisors
New Jersey
$43K -$48K -1,352 -50%
WAM
202
Wolverine Asset Management
Illinois
$41K +$47K +1,323 New
SO
203
STRS Ohio
Ohio
$39K -$210K -5,917 -83%
SBL
204
Sargent Bickham Lagudis
Colorado
$39K +$4.97K +140 +13%
IA
205
IFP Advisors
Florida
$33K +$31.6K +889 +523%
MCM
206
McKinley Capital Management
Alaska
$28K +$32K +900 New
PFO
207
Pathstone Family Office
New Jersey
$19K
BWA
208
BDO Wealth Advisors
Florida
$19K +$21.7K +612 New
TCM
209
TD Capital Management
Tennessee
$16K
LWA
210
Lenox Wealth Advisors
New York
$14K
BWP
211
Baldwin Wealth Partners
Massachusetts
$11K
PCTC
212
Perkins Coie Trust Company
Washington
$11K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$11K +$4.47K +126 +53%
QCG
214
Quadrant Capital Group
Ohio
$10K +$14K +393 New
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$9K
PRC
216
Pearl River Capital
Michigan
$8K +$9.2K +259 New
CBOA
217
Commonwealth Bank of Australia
Australia
$6K
SIM
218
Sonora Investment Management
Arizona
$6K
PA
219
Parallel Advisors
California
$6K +$2.13K +60 +40%
MIM
220
MetLife Investment Management
New Jersey
$5.24K -$36 -1 -0.6%
ASN
221
Advisory Services Network
Georgia
$5K -$9.77K -275 -64%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$5K +$4.19K +118 +219%
NSIM
223
North Star Investment Management
Illinois
$4K
S
224
SignatureFD
Georgia
$4K
WA
225
WealthTrust-Arizona
Arizona
$4K

Z Hedge Fund Activity: Q4 2018 in Review

249 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q4 2018, worth a combined $4.34B — down 22% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new Z positions and 46 closed out — a net gain of 7 holders — while 94 added to existing stakes and 68 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $165M. The largest seller was SPO Advisory, cutting an estimated $218M.

  • 249 institutional investors held Zillow (Z) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $4.34B of Zillow stock for Q4 2018, down 22% quarter-over-quarter.
  • 53 funds opened new Zillow positions in Q4 2018 and 46 closed out, a net change of +7 holders.
  • The largest Zillow buyer in Q4 2018 was Viking Global Investors, an estimated $165M added.
  • The largest Zillow seller in Q4 2018 was SPO Advisory, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.