BKNG ranks #152 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BKNG is a top-conviction position for Rothschild & Co Wealth Management UK Ltd — at 11.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BKNG belongs to BlackRock, Inc., but the position matters far more to Rothschild & Co Wealth Management UK Ltd, who has 11.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Assenagon Asset Management S.A. has added to its BKNG position for two straight quarters, increasing it by $137.3M to reach $141.5M today.
Wedge Capital Management L L P/nc has trimmed its BKNG position for two straight quarters, cutting it by $31.8M while still holding $264.4K.
BKNG is down 1.4% today, but institutions show net buying of $141.9B this quarter — a divergence between today's price move and the underlying institutional flow.