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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
CIA
1
Caledonia Investments (Australia)
Australia
$1.63B +$81.3M +1,684,867 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$478M +$7.31M +151,557 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$433M -$156M -3,228,658 -29%
Morgan Stanley
4
Morgan Stanley
New York
$392M +$21.3M +441,086 +6%
BlackRock
5
BlackRock
New York
$285M +$3.93M +81,473 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$265M +$38.2M +791,979 +19%
PCM
7
PAR Capital Management
Massachusetts
$209M
SA
8
SPO Advisory
California
$182M
SIM
9
SRS Investment Management
New York
$152M
Goldman Sachs
10
Goldman Sachs
New York
$106M +$19.3M +399,220 +25%
ZCI
11
Zevenbergen Capital Investments
Washington
$103M -$2.22M -46,015 -2%
State Street
12
State Street
Massachusetts
$101M -$1.15M -23,850 -1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$95.5M -$52.5M -1,089,091 -38%
HAM
14
HHR Asset Management
New Jersey
$76.9M -$17.3M -357,850 -20%
RP
15
Regal Partners
Australia
$68.2M -$18.2M -378,090 -23%
Coatue Management
16
Coatue Management
New York
$64.4M +$41.4M +859,001 +255%
ClearBridge Investments
17
ClearBridge Investments
New York
$63.9M +$68.5K +1,420 +0.1%
VCM
18
Valiant Capital Management
California
$56.5M
GGHC
19
Gilder Gagnon Howe & Co
New York
$51.3M -$22.1K -459 -0%
EA
20
Echinus Advisors
New York
$49.6M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$49M +$579K +11,998 +1%
Norges Bank
22
Norges Bank
Norway
$48.2M
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$42.3M
BAMCO Inc
24
BAMCO Inc
New York
$39.4M -$511K -10,590 -1%
Northern Trust
25
Northern Trust
Illinois
$37.9M +$1.84M +38,170 +6%

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.