Airbnb
ABNB
1,031 hedge funds and large institutions have $37.2B invested in Airbnb in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 413 increasing their positions, 351 reducing their positions, and 121 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 351
10% more capital invested
Capital invested by funds: $33.8B → $37.2B (+$3.36B)
3.83% more ownership
Funds ownership: 66.58% → 70.41% (+3.8%)
7% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 121
2% less funds holding
Funds holding: 1,048 → 1,031 (-17)
29% less call options, than puts
Call options by funds: $1.98B | Put options by funds: $2.77B
31% less funds holding in top 10
Funds holding in top 10: 35 → 24 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.25B |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$402M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$270M |
| 4 |
Jane Street
New York
|
+$170M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$293M |
| 2 |
JP Morgan Chase
New York
|
-$162M |
| 3 |
Goldman Sachs
New York
|
-$90.2M |
| 4 |
Renaissance Technologies
New York
|
-$88.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$87.7M |
ABNB Hedge Fund Activity: Q2 2023 in Review
1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q2 2023, worth a combined $37.2B — up 9.9% from $33.8B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of ABNB and 112 opened new positions — a net loss of 9 holders — while 351 trimmed existing stakes and 413 added.
The largest buyer was Capital World Investors, adding an estimated $1.25B. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $293M sold.
- 1,031 institutional investors held Airbnb (ABNB) as of Q2 2023, down from 1,048 in Q1 2023.
- Funds reported $37.2B of Airbnb stock for Q2 2023, up 9.9% quarter-over-quarter.
- 112 funds opened new Airbnb positions in Q2 2023 and 121 closed out, a net change of -9 holders.
- The largest Airbnb buyer in Q2 2023 was Capital World Investors, an estimated $1.25B added.
- The largest Airbnb seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $293M sold.
Based on aggregated 13F filings for Q2 2023.