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391 hedge funds and large institutions have $5.56B invested in Zillow in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% more ownership

Funds ownership: 97.61%97.96% (+0.36%)

13% less funds holding

Funds holding: 449391 (-58)

14% less call options, than puts

Call options by funds: $750M | Put options by funds: $868M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

21% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 156

37% less capital invested

Capital invested by funds: $8.82B → $5.56B (-$3.26B)

55% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 91

Holders
391
Holders Change
-58
Holders Change %
-12.92%
% of All Funds
6.59%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
41
Increased
123
Reduced
156
Closed
91
Calls
$750M
Puts
$868M
Net Calls
-$118M
Net Calls Change
+$363M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$1.16B
Vanguard Group
2
Vanguard Group
Pennsylvania
$729M -$28.2M -702,466 -3%
IFP
3
Independent Franchise Partners
United Kingdom
$438M +$130M +3,227,434 +31%
BlackRock
4
BlackRock
New York
$283M +$5.54M +137,809 +2%
EC
5
Eminence Capital
New York
$123M -$22.9M -568,983 -13%
SCA
6
Southpoint Capital Advisors
New York
$114M -$56.2M -1,400,000 -28%
State Street
7
State Street
Massachusetts
$112M -$3.8M -94,607 -3%
TCMI
8
Technology Crossover Management IX
California
$96.8M
Morgan Stanley
9
Morgan Stanley
New York
$93.5M +$33.8M +841,172 +40%
TCMV
10
Technology Crossover Management VIII
California
$86.8M
DCM
11
Dorsal Capital Management
California
$82.5M -$10M -250,000 -9%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$79.9M -$2.02M -50,274 -2%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$78.2M -$14.6M -363,552 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$76M -$469K -11,666 -0.5%
Coatue Management
15
Coatue Management
New York
$74.9M
Millennium Management
16
Millennium Management
New York
$69.9M +$61.6M +1,532,272 +228%
Citigroup
17
Citigroup
New York
$68.4M +$69.9M +1,739,618 +421%
Goldman Sachs
18
Goldman Sachs
New York
$67.1M +$4.96M +123,436 +6%
NAMA
19
Nikko Asset Management Americas
New York
$61M -$15.4M -383,962 -16%
Norges Bank
20
Norges Bank
Norway
$56.1M +$63M +1,567,716 +792%
Barclays
21
Barclays
United Kingdom
$48.6M -$1.86M -46,210 -3%
ZCI
22
Zevenbergen Capital Investments
Washington
$47.2M -$5.02M -124,967 -8%
First Trust Advisors
23
First Trust Advisors
Illinois
$42.1M -$6.03M -150,026 -10%
ACM
24
Ashe Capital Management
New Jersey
$40.1M
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$39.7M +$46.4M +1,154,454 +1,198%

Z Hedge Fund Activity: Q2 2022 in Review

391 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zillow (Z) for Q2 2022, worth a combined $5.56B — down 37% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of Z and 41 opened new positions — a net loss of 50 holders — while 156 trimmed existing stakes and 123 added.

The largest buyer was Independent Franchise Partners, adding an estimated $130M. The largest seller was SRS Investment Management, exiting entirely with an estimated $177M sold.

  • 391 institutional investors held Zillow (Z) as of Q2 2022, down from 449 in Q1 2022.
  • Funds reported $5.56B of Zillow stock for Q2 2022, down 37% quarter-over-quarter.
  • 41 funds opened new Zillow positions in Q2 2022 and 91 closed out, a net change of -50 holders.
  • The largest Zillow buyer in Q2 2022 was Independent Franchise Partners, an estimated $130M added.
  • The largest Zillow seller in Q2 2022 was SRS Investment Management, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2022.