Airbnb
ABNB
864 hedge funds and large institutions have $33.3B invested in Airbnb in 2021 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 398 increasing their positions, 166 reducing their positions, and 78 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 166
137% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 78
37% more capital invested
Capital invested by funds: $24.2B → $33.3B (+$9.07B)
12% more funds holding
Funds holding: 769 → 864 (+95)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
23.13% less ownership
Funds ownership: 82.34% → 59.21% (-23%)
36% less call options, than puts
Call options by funds: $2.58B | Put options by funds: $4.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$1.46B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.46B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.45B |
| 4 |
Morgan Stanley
New York
|
+$774M |
| 5 |
BlackRock
New York
|
+$448M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GX
Greylock XIII
Menlo Park,
California
|
-$862M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$553M |
| 3 |
GA
General Atlantic
New York
|
-$437M |
| 4 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$300M |
| 5 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$282M |
ABNB Hedge Fund Activity: Q3 2021 in Review
864 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q3 2021, worth a combined $33.3B — up 37% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new ABNB positions and 78 closed out — a net gain of 107 holders — while 398 added to existing stakes and 166 trimmed.
The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.46B. The largest seller was Greylock XIII, exiting entirely with an estimated $862M sold.
- 864 institutional investors held Airbnb (ABNB) as of Q3 2021, up from 769 in Q2 2021.
- Funds reported $33.3B of Airbnb stock for Q3 2021, up 37% quarter-over-quarter.
- 185 funds opened new Airbnb positions in Q3 2021 and 78 closed out, a net change of +107 holders.
- The largest Airbnb buyer in Q3 2021 was Polen Capital Management, an estimated $1.46B added.
- The largest Airbnb seller in Q3 2021 was Greylock XIII, an estimated $862M sold.
Based on aggregated 13F filings for Q3 2021.