Zillow
271 hedge funds and large institutions have $2.71B invested in Zillow in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
46% more call options, than puts
Call options by funds: $39.7M | Put options by funds: $27.2M
31% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 45
30% more capital invested
Capital invested by funds: $2.08B → $2.71B (+$626M)
4% more funds holding
Funds holding: 260 → 271 (+11)
3.29% more ownership
Funds ownership: 81.76% → 85.05% (+3.3%)
8% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.1M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$23.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$19.3M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
+$17.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.7M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$31.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$15.7M |
| 5 |
Coatue Management
New York
|
-$12.7M |
ZG Hedge Fund Activity: Q4 2023 in Review
271 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q4 2023, worth a combined $2.71B — up 30% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ZG positions and 45 closed out — a net gain of 14 holders — while 86 added to existing stakes and 80 trimmed.
The largest buyer was Vanguard Group, adding an estimated $74.1M. The largest seller was Fidelity Investments, cutting an estimated $63.7M.
- 271 institutional investors held Zillow (ZG) as of Q4 2023, up from 260 in Q3 2023.
- Funds reported $2.71B of Zillow stock for Q4 2023, up 30% quarter-over-quarter.
- 59 funds opened new Zillow positions in Q4 2023 and 45 closed out, a net change of +14 holders.
- The largest Zillow buyer in Q4 2023 was Vanguard Group, an estimated $74.1M added.
- The largest Zillow seller in Q4 2023 was Fidelity Investments, an estimated $63.7M sold.
Based on aggregated 13F filings for Q4 2023.