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Shopify

1,222 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 446 increasing their positions, 440 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.85B | Put options by funds: $1.87B

25% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 99

1% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 440

1% more funds holding

Funds holding: 1,2111,222 (+11)

5.45% less ownership

Funds ownership: 71.53%66.08% (-5.4%)

8% less capital invested

Capital invested by funds: $67.2B → $61.5B (-$5.66B)

20% less funds holding in top 10

Funds holding in top 10: 4032 (-8)

Holders
1,222
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
17.6%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
124
Increased
446
Reduced
440
Closed
99
Calls
$2.85B
Puts
$1.87B
Net Calls
+$979M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$4.74B -$219M -2,777,415 -4%
Morgan Stanley
2
Morgan Stanley
New York
$3.94B -$4.26B -53,952,368 -51%
Capital World Investors
3
Capital World Investors
California
$3.84B +$817M +10,340,040 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.31B +$56.3M +713,064 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.64B +$473M +5,982,434 +21%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.61B -$205M -2,600,814 -7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.61B -$352M -4,454,035 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.52B +$218M +2,765,357 +9%
GQG Partners
9
GQG Partners
Florida
$1.61B +$1.1B +13,885,473 +198%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.55B -$610M -7,719,249 -28%
Capital International Investors
11
Capital International Investors
California
$1.26B +$42.9M +542,503 +3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$1.24B -$383M -4,845,791 -23%
Norges Bank
13
Norges Bank
Norway
$1.05B +$8.22M +103,990 +0.8%
Fidelity International
14
Fidelity International
Bermuda
$1.04B +$13.4M +170,209 +1%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$1.03B -$19.9M -252,514 -2%
Sands Capital Management
16
Sands Capital Management
Virginia
$1.02B -$124M -1,566,931 -11%
Franklin Resources
17
Franklin Resources
California
$904M +$28.9M +366,265 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$871M -$201M -2,543,326 -19%
Bank of America
19
Bank of America
North Carolina
$764M +$80.1M +1,014,350 +11%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$626M +$27.8M +352,307 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$624M -$166M -2,099,859 -21%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$581M -$67.9M -858,879 -10%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M -$108M -1,364,409 -16%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$534M -$82.4M -1,042,633 -13%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$521M -$17.5M -222,103 -3%

SHOP Hedge Fund Activity: Q1 2024 in Review

1,222 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q1 2024, worth a combined $61.5B — down 8.4% from $67.2B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SHOP positions and 99 closed out — a net gain of 25 holders — while 446 added to existing stakes and 440 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $4.26B.

  • 1,222 institutional investors held Shopify (SHOP) as of Q1 2024, up from 1,211 in Q4 2023.
  • Funds reported $61.5B of Shopify stock for Q1 2024, down 8.4% quarter-over-quarter.
  • 124 funds opened new Shopify positions in Q1 2024 and 99 closed out, a net change of +25 holders.
  • The largest Shopify buyer in Q1 2024 was GQG Partners, an estimated $1.1B added.
  • The largest Shopify seller in Q1 2024 was Morgan Stanley, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2024.