Airbnb
ABNB
770 hedge funds and large institutions have $24.4B invested in Airbnb in 2021 Q2 according to their latest regulatory filings, with 266 funds opening new positions, 346 increasing their positions, 68 reducing their positions, and 89 closing their positions.
550% more capital inflows, than outflows
Capital inflows: $14.8B | Capital outflows: $2.27B
409% more repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 68
199% more first-time investments, than exits
New positions opened: 266 | Existing positions closed: 89
67.3% more ownership
Funds ownership: 64.44% → 131.74% (+67%)
29% more funds holding
Funds holding: 597 → 770 (+173)
13% more funds holding in top 10
Funds holding in top 10: 32 → 36 (+4)
25% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $2.92B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$1.4B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.12B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.02B |
| 4 |
Greylock XIII
Menlo Park,
California
|
+$883M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$769M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Glade Brook Capital Partners
Greenwich,
Connecticut
|
-$559M |
| 2 |
Dragoneer Investment Group
San Francisco,
California
|
-$402M |
| 3 |
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$207M |
| 4 |
SCHF (GPE)
Wilson,
Wyoming
|
-$101M |
| 5 |
Battery Management Corp
Boston,
Massachusetts
|
-$99.3M |
ABNB Hedge Fund Activity: Q2 2021 in Review
770 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q2 2021, worth a combined $24.4B — up 67% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 266 funds opened new ABNB positions and 89 closed out — a net gain of 177 holders — while 346 added to existing stakes and 68 trimmed.
The largest buyer was Jennison Associates, adding an estimated $1.4B. The largest seller was Glade Brook Capital Partners, exiting entirely with an estimated $559M sold.
- 770 institutional investors held Airbnb (ABNB) as of Q2 2021, up from 597 in Q1 2021.
- Funds reported $24.4B of Airbnb stock for Q2 2021, up 67% quarter-over-quarter.
- 266 funds opened new Airbnb positions in Q2 2021 and 89 closed out, a net change of +177 holders.
- The largest Airbnb buyer in Q2 2021 was Jennison Associates, an estimated $1.4B added.
- The largest Airbnb seller in Q2 2021 was Glade Brook Capital Partners, an estimated $559M sold.
Based on aggregated 13F filings for Q2 2021.