Airbnb
ABNB
1,079 hedge funds and large institutions have $40.2B invested in Airbnb in 2022 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 500 increasing their positions, 283 reducing their positions, and 109 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 283
61% more capital inflows, than outflows
Capital inflows: $4.96B | Capital outflows: $3.07B
54% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 109
36% more funds holding in top 10
Funds holding in top 10: 39 → 53 (+14)
5% more funds holding
Funds holding: 1,031 → 1,079 (+48)
1% less ownership
Funds ownership: 64.14% → 63.14% (-1%)
35% less call options, than puts
Call options by funds: $2.83B | Put options by funds: $4.36B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$483M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$418M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$262M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$208M |
| 5 |
Holocene Advisors
New York
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$397M |
| 2 |
Technology Crossover Management VIII
Menlo Park,
California
|
-$362M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$138M |
| 4 |
Silver Lake Group
Menlo Park,
California
|
-$123M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$123M |
ABNB Hedge Fund Activity: Q1 2022 in Review
1,079 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2022, worth a combined $40.2B — up 8.6% from $37.1B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new ABNB positions and 109 closed out — a net gain of 59 holders — while 500 added to existing stakes and 283 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $483M. The largest seller was Morgan Stanley, cutting an estimated $397M.
- 1,079 institutional investors held Airbnb (ABNB) as of Q1 2022, up from 1,031 in Q4 2021.
- Funds reported $40.2B of Airbnb stock for Q1 2022, up 8.6% quarter-over-quarter.
- 168 funds opened new Airbnb positions in Q1 2022 and 109 closed out, a net change of +59 holders.
- The largest Airbnb buyer in Q1 2022 was Polen Capital Management, an estimated $483M added.
- The largest Airbnb seller in Q1 2022 was Morgan Stanley, an estimated $397M sold.
Based on aggregated 13F filings for Q1 2022.