Airbnb
ABNB
1,173 hedge funds and large institutions have $54.6B invested in Airbnb in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 431 increasing their positions, 416 reducing their positions, and 118 closing their positions.
47% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 118
21% more capital invested
Capital invested by funds: $45.2B → $54.6B (+$9.35B)
19% more funds holding in top 10
Funds holding in top 10: 31 → 37 (+6)
3% more funds holding
Funds holding: 1,135 → 1,173 (+38)
4% more repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 416
0.67% less ownership
Funds ownership: 76.23% → 75.56% (-0.67%)
26% less call options, than puts
Call options by funds: $2.18B | Put options by funds: $2.94B
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.55B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$482M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$290M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$256M |
| 5 |
Edgewood Management
Greenwich,
Connecticut
|
-$100M |
ABNB Hedge Fund Activity: Q1 2024 in Review
1,173 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2024, worth a combined $54.6B — up 21% from $45.2B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ABNB positions and 118 closed out — a net gain of 55 holders — while 431 added to existing stakes and 416 trimmed.
The largest buyer was Jennison Associates, adding an estimated $590M. The largest seller was Morgan Stanley, cutting an estimated $1.55B.
- 1,173 institutional investors held Airbnb (ABNB) as of Q1 2024, up from 1,135 in Q4 2023.
- Funds reported $54.6B of Airbnb stock for Q1 2024, up 21% quarter-over-quarter.
- 173 funds opened new Airbnb positions in Q1 2024 and 118 closed out, a net change of +55 holders.
- The largest Airbnb buyer in Q1 2024 was Jennison Associates, an estimated $590M added.
- The largest Airbnb seller in Q1 2024 was Morgan Stanley, an estimated $1.55B sold.
Based on aggregated 13F filings for Q1 2024.