Zillow
328 hedge funds and large institutions have $3.25B invested in Zillow in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 78 closing their positions.
15% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 78
13% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 88
3% more funds holding
Funds holding: 318 → 328 (+10)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.54% less ownership
Funds ownership: 87.63% → 85.1% (-2.5%)
22% less call options, than puts
Call options by funds: $91.6M | Put options by funds: $118M
32% less capital invested
Capital invested by funds: $4.76B → $3.25B (-$1.51B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$225M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$119M |
| 3 |
Barclays
London,
United Kingdom
|
+$52.3M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$34.9M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$235M |
| 2 |
BAMCO Inc
New York
|
-$217M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$108M |
| 4 |
Coatue Management
New York
|
-$78.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40.9M |
ZG Hedge Fund Activity: Q4 2021 in Review
328 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q4 2021, worth a combined $3.25B — down 32% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new ZG positions and 78 closed out — a net gain of 12 holders — while 99 added to existing stakes and 88 trimmed.
The largest buyer was Vanguard Group, adding an estimated $225M. The largest seller was Baillie Gifford & Co, cutting an estimated $235M.
- 328 institutional investors held Zillow (ZG) as of Q4 2021, up from 318 in Q3 2021.
- Funds reported $3.25B of Zillow stock for Q4 2021, down 32% quarter-over-quarter.
- 90 funds opened new Zillow positions in Q4 2021 and 78 closed out, a net change of +12 holders.
- The largest Zillow buyer in Q4 2021 was Vanguard Group, an estimated $225M added.
- The largest Zillow seller in Q4 2021 was Baillie Gifford & Co, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2021.