Bumble
BMBL
217 hedge funds and large institutions have $1.9B invested in Bumble in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 61 reducing their positions, and 44 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 61
0.19% less ownership
Funds ownership: 94.48% → 94.29% (-0.19%)
2% less capital invested
Capital invested by funds: $1.95B → $1.9B (-$46.1M)
3% less funds holding
Funds holding: 224 → 217 (-7)
11% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 44
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
88% less call options, than puts
Call options by funds: $26.4M | Put options by funds: $212M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43.3M |
| 2 |
Man Group
London,
United Kingdom
|
+$21.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.6M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$15.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$56.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$29.4M |
| 3 |
SM
Sunriver Management
Greenwich,
Connecticut
|
-$25.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.1M |
BMBL Hedge Fund Activity: Q4 2023 in Review
217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bumble (BMBL) for Q4 2023, worth a combined $1.9B — down 2.4% from $1.95B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of BMBL and 39 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 90 added.
The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Blackstone Inc, cutting an estimated $56.9M.
- 217 institutional investors held Bumble (BMBL) as of Q4 2023, down from 224 in Q3 2023.
- Funds reported $1.9B of Bumble stock for Q4 2023, down 2.4% quarter-over-quarter.
- 39 funds opened new Bumble positions in Q4 2023 and 44 closed out, a net change of -5 holders.
- The largest Bumble buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
- The largest Bumble seller in Q4 2023 was Blackstone Inc, an estimated $56.9M sold.
Based on aggregated 13F filings for Q4 2023.