Airbnb
ABNB
972 hedge funds and large institutions have $22.8B invested in Airbnb in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 408 increasing their positions, 299 reducing their positions, and 221 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 299
3.65% more ownership
Funds ownership: 63.14% → 66.79% (+3.6%)
10% less funds holding
Funds holding: 1,078 → 972 (-106)
39% less call options, than puts
Call options by funds: $1.3B | Put options by funds: $2.13B
43% less capital invested
Capital invested by funds: $40.2B → $22.8B (-$17.5B)
43% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 221
49% less funds holding in top 10
Funds holding in top 10: 53 → 27 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$769M |
| 2 |
State Street
Boston,
Massachusetts
|
+$484M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$400M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$369M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$312M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$450M |
| 2 |
Morgan Stanley
New York
|
-$339M |
| 3 |
SM
SCGE Management
Menlo Park,
California
|
-$289M |
| 4 |
Holocene Advisors
New York
|
-$221M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$193M |
ABNB Hedge Fund Activity: Q2 2022 in Review
972 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q2 2022, worth a combined $22.8B — down 43% from $40.2B a quarter earlier.
Sellers outnumbered buyers: 221 funds closed out of ABNB and 125 opened new positions — a net loss of 96 holders — while 299 trimmed existing stakes and 408 added.
The largest buyer was BlackRock, adding an estimated $769M. The largest seller was Fidelity Investments, cutting an estimated $450M.
- 972 institutional investors held Airbnb (ABNB) as of Q2 2022, down from 1,078 in Q1 2022.
- Funds reported $22.8B of Airbnb stock for Q2 2022, down 43% quarter-over-quarter.
- 125 funds opened new Airbnb positions in Q2 2022 and 221 closed out, a net change of -96 holders.
- The largest Airbnb buyer in Q2 2022 was BlackRock, an estimated $769M added.
- The largest Airbnb seller in Q2 2022 was Fidelity Investments, an estimated $450M sold.
Based on aggregated 13F filings for Q2 2022.