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151 hedge funds and large institutions have $2.38B invested in Zillow in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

3% more capital invested

Capital invested by funds: $2.32B → $2.38B (+$60.7M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 156151 (-5)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

31% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $121M

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
61
Reduced
48
Closed
33
Calls
$83.3M
Puts
$121M
Net Calls
-$37.4M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$512M +$35.3M +1,334,271 +8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$202M +$134M +5,060,487 +214%
Vanguard Group
3
Vanguard Group
Pennsylvania
$125M +$10.9M +412,194 +10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$92.9M -$1.15M -43,590 -1%
ZCI
5
Zevenbergen Capital Investments
Washington
$86M -$6.47M -244,740 -7%
TCMV
6
Technology Crossover Management V
California
$81.8M -$39.6M -1,500,000 -33%
GGHC
7
Gilder Gagnon Howe & Co
New York
$76.2M -$12.2M -460,845 -14%
WRF
8
Waddell & Reed Financial
Kansas
$69.7M +$658K +24,882 +1%
JCMLC
9
JAT Capital Management LP (Connecticut)
Connecticut
$68.1M +$6.84M +258,684 +12%
AllianceBernstein
10
AllianceBernstein
Tennessee
$66.1M +$42.4M +1,603,821 +195%
CCM
11
Cornerstone Capital Management
Minnesota
$57M +$22.2M +841,647 +67%
BIT
12
BlackRock Institutional Trust
California
$53.5M -$587K -22,206 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$53.4M +$13.1M +495,636 +34%
PIM
14
Platinum Investment Management
Australia
$48.8M +$674K +25,500 +1%
EAM
15
Eagle Asset Management
Florida
$48.7M -$72K -2,724 -0.2%
BFA
16
BlackRock Fund Advisors
California
$47.8M -$1.97M -74,541 -4%
RFC
17
Russell Frank Company
Washington
$46.2M +$28.7M +1,085,319 +191%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$34.7M +$311K +11,760 +0.9%
State Street
19
State Street
Massachusetts
$33.3M -$319K -12,060 -1%
Morgan Stanley
20
Morgan Stanley
New York
$33.2M -$7.09M -268,392 -18%
CCI
21
Columbus Circle Investors
$31.4M -$8.15M -308,508 -21%
CAM
22
Contour Asset Management
New York
$29.3M +$28.4M +1,074,756 New
GEM
23
Global Endowment Management
North Carolina
$29.3M +$918K +34,749 +3%
JHIU
24
Janus Henderson Investors US
Colorado
$28.3M +$9.94M +376,128 +57%
Baillie Gifford & Co
25
Baillie Gifford & Co
United Kingdom
$27.2M -$190K -7,200 -0.7%

ZG Hedge Fund Activity: Q4 2013 in Review

151 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q4 2013, worth a combined $2.38B — up 2.6% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ZG and 29 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 61 added.

The largest buyer was Wellington Management Group, adding an estimated $134M. The largest seller was Fidelity Investments, exiting entirely with an estimated $83.7M sold.

  • 151 institutional investors held Zillow (ZG) as of Q4 2013, down from 156 in Q3 2013.
  • Funds reported $2.38B of Zillow stock for Q4 2013, up 2.6% quarter-over-quarter.
  • 29 funds opened new Zillow positions in Q4 2013 and 33 closed out, a net change of -4 holders.
  • The largest Zillow buyer in Q4 2013 was Wellington Management Group, an estimated $134M added.
  • The largest Zillow seller in Q4 2013 was Fidelity Investments, an estimated $83.7M sold.

Based on aggregated 13F filings for Q4 2013.