Zillow
257 hedge funds and large institutions have $2.26B invested in Zillow in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 56 closing their positions.
126% more call options, than puts
Call options by funds: $33.4M | Put options by funds: $14.8M
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
0.26% less ownership
Funds ownership: 85.6% → 85.34% (-0.26%)
5% less funds holding
Funds holding: 271 → 257 (-14)
17% less capital invested
Capital invested by funds: $2.73B → $2.26B (-$470M)
18% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 56
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| 1 |
TCM
Tybourne Capital Management
Hong Kong
|
+$17.9M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$15.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.8M |
| 4 |
Coatue Management
New York
|
+$14.4M |
| 5 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$13M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.7M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$19.3M |
| 3 |
Morgan Stanley
New York
|
-$19.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.7M |
| 5 |
CU
CQS (US)
New York
|
-$17.7M |
ZG Hedge Fund Activity: Q1 2024 in Review
257 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zillow (ZG) for Q1 2024, worth a combined $2.26B — down 17% from $2.73B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of ZG and 46 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 79 added.
The largest buyer was Tybourne Capital Management, adding an estimated $17.9M. The largest seller was Bank of Montreal, cutting an estimated $29.7M.
- 257 institutional investors held Zillow (ZG) as of Q1 2024, down from 271 in Q4 2023.
- Funds reported $2.26B of Zillow stock for Q1 2024, down 17% quarter-over-quarter.
- 46 funds opened new Zillow positions in Q1 2024 and 56 closed out, a net change of -10 holders.
- The largest Zillow buyer in Q1 2024 was Tybourne Capital Management, an estimated $17.9M added.
- The largest Zillow seller in Q1 2024 was Bank of Montreal, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2024.