Airbnb
ABNB
865 hedge funds and large institutions have $33.4B invested in Airbnb in 2021 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 398 increasing their positions, 165 reducing their positions, and 79 closing their positions.
141% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 165
135% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 79
134% more capital inflows, than outflows
Capital inflows: $10.7B | Capital outflows: $4.58B
12% more funds holding
Funds holding: 770 → 865 (+95)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
35% less call options, than puts
Call options by funds: $2.68B | Put options by funds: $4.15B
72.53% less ownership
Funds ownership: 131.74% → 59.21% (-73%)
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 |
Greylock XIII
Menlo Park,
California
|
-$862M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$553M |
| 3 |
General Atlantic
New York
|
-$437M |
| 4 |
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$300M |
| 5 |
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$282M |
ABNB Hedge Fund Activity: Q3 2021 in Review
865 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q3 2021, worth a combined $33.4B — up 37% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new ABNB positions and 79 closed out — a net gain of 107 holders — while 398 added to existing stakes and 165 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.
- 865 institutional investors held Airbnb (ABNB) as of Q3 2021, up from 770 in Q2 2021.
- Funds reported $33.4B of Airbnb stock for Q3 2021, up 37% quarter-over-quarter.
- 186 funds opened new Airbnb positions in Q3 2021 and 79 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.