Zillow
153 hedge funds and large institutions have $2.41B invested in Zillow in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
44% more capital invested
Capital invested by funds: $1.67B → $2.41B (+$740M)
42% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $17.9M
11% more funds holding
Funds holding: 138 → 153 (+15)
9% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 45
0.67% less ownership
Funds ownership: 90.72% → 90.05% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$27.9M |
| 2 |
SA
SPO Advisory
San Anselmo,
California
|
+$14.8M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$11.9M |
| 4 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$11.2M |
| 5 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$29M |
| 2 |
Goldman Sachs
New York
|
-$10.4M |
| 3 |
LCM
Lucha Capital Management
San Francisco,
California
|
-$8.49M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$8.18M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.47M |
ZG Hedge Fund Activity: Q2 2017 in Review
153 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q2 2017, worth a combined $2.41B — up 44% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ZG positions and 14 closed out — a net gain of 16 holders — while 49 added to existing stakes and 45 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $27.9M. The largest seller was UBS Group, cutting an estimated $29M.
- 153 institutional investors held Zillow (ZG) as of Q2 2017, up from 138 in Q1 2017.
- Funds reported $2.41B of Zillow stock for Q2 2017, up 44% quarter-over-quarter.
- 30 funds opened new Zillow positions in Q2 2017 and 14 closed out, a net change of +16 holders.
- The largest Zillow buyer in Q2 2017 was Janus Henderson Group, an estimated $27.9M added.
- The largest Zillow seller in Q2 2017 was UBS Group, an estimated $29M sold.
Based on aggregated 13F filings for Q2 2017.