BMBL ranks #3066 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BMBL is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.
BMBL is a top-conviction position for Accel Growth Fund V Associates L.L.C. — at 18.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BMBL belongs to Blackstone Inc., but the position matters far more to Accel Growth Fund V Associates L.L.C., who has 18.0% 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.
Bank Of America CORP /de/ has added to its BMBL position for two straight quarters, increasing it by $3.6M to reach $9.5M today.
Blackstone Inc. has trimmed its BMBL position for two straight quarters, cutting it by $61.7M while still holding $71.8M.
BMBL is up 5.6% today, but institutions show net selling of $6.8M this quarter — a divergence between today's price move and the underlying institutional flow.