Bumble
BMBL
214 hedge funds and large institutions have $3.6B invested in Bumble in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 59 closing their positions.
73% more call options, than puts
Call options by funds: $124M | Put options by funds: $71.6M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
7% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 54
2% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 59
0.06% less ownership
Funds ownership: 96.17% → 96.11% (-0.06%)
1% less funds holding
Funds holding: 217 → 214 (-3)
14% less capital invested
Capital invested by funds: $4.21B → $3.6B (-$607M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
JP Morgan Chase
New York
|
+$97M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$74.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$32.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$179M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$119M |
| 3 |
ACM
Anomaly Capital Management
New York
|
-$43.7M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$35.1M |
| 5 |
Tiger Global Management
New York
|
-$33.9M |
BMBL Hedge Fund Activity: Q1 2022 in Review
214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bumble (BMBL) for Q1 2022, worth a combined $3.6B — down 14% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BMBL positions and 59 closed out — a net gain of 1 holder — while 58 added to existing stakes and 54 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $179M sold.
- 214 institutional investors held Bumble (BMBL) as of Q1 2022, down from 217 in Q4 2021.
- Funds reported $3.6B of Bumble stock for Q1 2022, down 14% quarter-over-quarter.
- 60 funds opened new Bumble positions in Q1 2022 and 59 closed out, a net change of +1 holder.
- The largest Bumble buyer in Q1 2022 was Fidelity Investments, an estimated $101M added.
- The largest Bumble seller in Q1 2022 was Winslow Capital Management, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2022.