Airbnb
ABNB
1,176 hedge funds and large institutions have $54.8B invested in Airbnb in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 433 increasing their positions, 416 reducing their positions, and 116 closing their positions.
49% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 116
25% more capital invested
Capital invested by funds: $43.7B → $54.8B (+$11.1B)
19% more funds holding in top 10
Funds holding in top 10: 31 → 37 (+6)
4% more funds holding
Funds holding: 1,136 → 1,176 (+40)
2.23% more ownership
Funds ownership: 73.62% → 75.85% (+2.2%)
4% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 416
26% less call options, than puts
Call options by funds: $2.18B | Put options by funds: $2.94B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$590M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$539M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$488M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$310M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$243M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$482M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$290M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$256M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$100M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$80.2M |
ABNB Hedge Fund Activity: Q1 2024 in Review
1,176 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2024, worth a combined $54.8B — up 25% from $43.7B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ABNB positions and 116 closed out — a net gain of 57 holders — while 433 added to existing stakes and 416 trimmed.
The largest buyer was Jennison Associates, adding an estimated $590M. The largest seller was Wellington Management Group, cutting an estimated $482M.
- 1,176 institutional investors held Airbnb (ABNB) as of Q1 2024, up from 1,136 in Q4 2023.
- Funds reported $54.8B of Airbnb stock for Q1 2024, up 25% quarter-over-quarter.
- 173 funds opened new Airbnb positions in Q1 2024 and 116 closed out, a net change of +57 holders.
- The largest Airbnb buyer in Q1 2024 was Jennison Associates, an estimated $590M added.
- The largest Airbnb seller in Q1 2024 was Wellington Management Group, an estimated $482M sold.
Based on aggregated 13F filings for Q1 2024.