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260 hedge funds and large institutions have $2.08B invested in Zillow in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% more ownership

Funds ownership: 80.63%81.76% (+1.1%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 266260 (-6)

8% less capital invested

Capital invested by funds: $2.27B → $2.08B (-$185M)

22% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 95

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $24.1M | Put options by funds: $67.9M

Holders
260
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
34
Increased
74
Reduced
95
Closed
36
Calls
$24.1M
Puts
$67.9M
Net Calls
-$43.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Provenance Wealth Advisors
Florida
$22.4K +$25.1K +500 New
GWM
202
Geneos Wealth Management
Colorado
$21.5K
AIG
203
American International Group
New York
$20.9K -$1.36K -27 -5%
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$19.8K -$1.1K -22 -5%
AF
205
Allworth Financial
California
$19.6K +$251 +5 +1%
RTC
206
Riverview Trust Company
Washington
$18.8K
MCM
207
Manchester Capital Management
Vermont
$17.6K +$10.8K +215 +121%
SPIA
208
Steward Partners Investment Advisory
New York
$16K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$15.6K -$2.36K -47 -12%
Deutsche Bank
210
Deutsche Bank
Germany
$15K -$177K -3,532 -91%
GWMIA
211
Global Wealth Management Investment Advisory
Florida
$13.4K
LC
212
Lindbrook Capital
California
$12.6K +$452 +9 +3%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K -$8.79K -175 -39%
CWP
214
Concord Wealth Partners
Virginia
$12K
DJSG
215
D.J. St. Germain
Massachusetts
$11.6K +$13.1K +260 New
TCM
216
TD Capital Management
Tennessee
$11.1K
IA
217
IFP Advisors
Florida
$9.9K
CWM
218
CarsonAllaria Wealth Management
Illinois
$9.72K -$2.21K -44 -17%
RCM
219
Raleigh Capital Management
North Carolina
$9.36K +$10.5K +209 New
MSFP
220
Mark Sheptoff Financial Planning
Connecticut
$8.96K
FCMT
221
Founders Capital Management (Texas)
Texas
$8.55K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$8.39K -$854 -17 -8%
FIA
223
FNY Investment Advisers
New York
$8K +$1.51K +30 +18%
PCTC
224
Perkins Coie Trust Company
Washington
$7.84K
NFSG
225
Newbridge Financial Services Group
Florida
$6.72K