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258 hedge funds and large institutions have $2.06B invested in Zillow in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $1.47B → $2.06B (+$590M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

1% more funds holding

Funds holding: 255258 (+3)

0.18% more ownership

Funds ownership: 81.46%81.64% (+0.18%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

39% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $37.4M

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
4.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
71
Reduced
91
Closed
43
Calls
$22.9M
Puts
$37.4M
Net Calls
-$14.5M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$6.55K
FCA
227
Fortis Capital Advisors
Kansas
$4.37K
SWM
228
Spire Wealth Management
Virginia
$4.37K +$4.16K +100 New
BIA
229
Bell Investment Advisors
California
$4.07K +$499 +12 +15%
HFS
230
HBC Financial Services
Washington
$4K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$3.85K
GWSG
232
GPS Wealth Strategies Group
Colorado
$2.62K +$2.5K +60 New
2L
233
25 LLC
Missouri
$2.56K +$2.25K +54 New
SIC
234
SJS Investment Consulting
Ohio
$2.32K -$42 -1 -2%
IGWM
235
ICA Group Wealth Management
Colorado
$2.19K
MFT
236
Moisand Fitzgerald Tamayo
Florida
$1.44K +$1.37K +33 New
BCM
237
Bourgeon Capital Management
Connecticut
$1.4K
GRP
238
Global Retirement Partners
California
$1.16K +$832 +20 +250%
GWS
239
Glassman Wealth Services
Virginia
$1.14K +$166 +4 +18%
SC
240
Schubert & Co
Texas
$1.01K +$250 +6 +35%
VF
241
VitalStone Financial
Texas
$1K
PS
242
PayPay Securities
Japan
$874 -$707 -17 -46%
EARNEST Partners
243
EARNEST Partners
Georgia
$787
JWA
244
JFS Wealth Advisors
Pennsylvania
$787 +$83 +2 +13%
BWM
245
BerganKDV Wealth Management
Minnesota
$569
FFA
246
Farther Finance Advisors
California
$437 +$416 +10 New
GWMI
247
Guardian Wealth Management (Illinois)
Illinois
$393
SJIM
248
St. Johns Investment Management
Florida
$350
HCP
249
Hexagon Capital Partners
Arkansas
$350 +$333 +8 New
TWA
250
TCI Wealth Advisors
Arizona
$306 +$250 +6 +600%

ZG Hedge Fund Activity: Q1 2023 in Review

258 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q1 2023, worth a combined $2.06B — up 40% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ZG positions and 43 closed out — a net gain of 5 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Scout Investments, opening a new position worth an estimated $17.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $16.7M.

  • 258 institutional investors held Zillow (ZG) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $2.06B of Zillow stock for Q1 2023, up 40% quarter-over-quarter.
  • 48 funds opened new Zillow positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Zillow buyer in Q1 2023 was Scout Investments, an estimated $17.9M added.
  • The largest Zillow seller in Q1 2023 was Jacobs Levy Equity Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2023.