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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,173
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
16.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.53%
New
173
Increased
431
Reduced
416
Closed
118
Calls
$2.18B
Puts
$2.94B
Net Calls
-$754M
Net Calls Change
+$385M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$590M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$539M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
4
Brown Advisory
Brown Advisory
Maryland
+$310M
5
FCM
Farallon Capital Management
California
+$243M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$482M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$290M
4
Norges Bank
Norges Bank
Norway
-$256M
5
Edgewood Management
Edgewood Management
Connecticut
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAF
176
Första AP-fonden
Sweden
$19.2M +$1.65M +10,900 +10%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$19.2M +$398K +2,628 +2%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$18.9M +$347K +2,289 +2%
Stifel Financial
179
Stifel Financial
Missouri
$18.4M -$360K -2,381 -2%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$18.2M +$12.3M +81,210 +187%
CAI
181
Capital Advisors Inc
Oklahoma
$18.2M +$1.93M +12,717 +13%
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.9M +$10.3M +67,834 +166%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$17.6M +$2.31M +15,273 +17%
CIS
184
Capital International Sarl
California
$17.2M +$2.27M +14,980 +17%
SO
185
STRS Ohio
Ohio
$17.2M -$671K -4,433 -4%
BPC
186
Banque Pictet & Cie
Switzerland
$17.1M -$277K -1,831 -2%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$16.8M -$51.6K -341 -0.3%
VMPIC
188
Varma Mutual Pension Insurance Co
Finland
$16.5M +$15.1M +100,000 New
X
189
Xponance
Pennsylvania
$16.3M +$629K +4,156 +4%
PI
190
PineBridge Investments
New York
$16.1M -$20.6M -135,979 -58%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.8M +$62.7K +414 +0.4%
CAM
192
Cresset Asset Management
Illinois
$15.5M +$516K +3,411 +4%
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
$15.3M +$4.48M +29,607 +47%
AB
194
Amalgamated Bank
New York
$15.2M -$2.42M -15,988 -15%
CI
195
Capital International
California
$15.2M +$1.62M +10,733 +13%
Ensign Peak Advisors
196
Ensign Peak Advisors
Utah
$15M +$1.52M +10,066 +12%
TPSF
197
Texas Permanent School Fund
Texas
$14.9M +$41.2K +272 +0.3%
WP
198
Woodline Partners
California
$14.6M +$13.4M +88,641 New
Comerica Bank
199
Comerica Bank
Texas
$14.5M +$165K +1,087 +1%
BJL
200
Brighton Jones LLC
Washington
$14.5M -$4.6M -30,414 -26%
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8
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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.