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Spotify
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546 hedge funds and large institutions have $14.4B invested in Spotify in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 50

88% more funds holding in top 10

Funds holding in top 10: 16 → 30 (+14)

72% more capital invested

Capital invested by funds: $8.35B → $14.4B (+$6B)

14% more funds holding

Funds holding: 479 → 546 (+67)

0.64% more ownership

Funds ownership: 54.89% → 55.53% (+0.64%)

8% less call options, than puts

Call options by funds: $618M | Put options by funds: $670M

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
546
Holders Change
+67
Holders Change %
+13.99%
% of All Funds
8.7%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.48%
New
124
Increased
144
Reduced
165
Closed
50
Calls
$618M
Puts
$670M
Net Calls
-$52M
Net Calls Change
-$117M

Top Buyers

1
VH
ValueAct Holdings
California
+$257M
2
SIM
SRS Investment Management
New York
+$252M
3
Citadel Advisors
Citadel Advisors
Florida
+$199M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$87.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$195M
2
Jennison Associates
Jennison Associates
New York
-$148M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
4
Two Sigma Investments
Two Sigma Investments
New York
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$80.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
251
CenterBook Partners
Connecticut
$1.15M -$3.94M -34,398 -80%
MIM
252
MetLife Investment Management
New Jersey
$1.13M +$2.29K +20 +0.2%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$1.11M – – –
PFS
254
Prospera Financial Services
Texas
$1.07M +$918K +8,017 New
AA
255
ALPS Advisors
Colorado
$1.07M +$89.3K +780 +11%
BPA
256
Beacon Pointe Advisors
California
$1.04M +$81.7K +714 +10%
E
257
Ergoteles
New York
$1.04M +$892K +7,790 New
SPFA
258
Summit Place Financial Advisors
New Jersey
$1.03M +$29.2K +255 +3%
Verition Fund Management
259
Verition Fund Management
Connecticut
$1.02M +$92K +804 +12%
TPW
260
Transatlantique Private Wealth
New York
$1.02M +$458 +4 +0.1%
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$1.01M -$1.03M -9,036 -55%
GCM
262
Greenland Capital Management
New York
$1M +$436K +3,809 +103%
AS
263
Altshuler Shaham
Israel
$971K -$458K -4,000 -35%
AG
264
Algert Global
California
$940K +$805K +7,035 New
MVA
265
Mount Vernon Associates
Maryland
$938K -$11.4K -100 -1%
NA
266
NewEdge Advisors
Louisiana
$918K +$178K +1,556 +29%
CWM
267
Cordatus Wealth Management
Pennsylvania
$886K +$759K +6,633 New
CC
268
Cannell & Co
New York
$880K -$72.7K -635 -9%
Fayez Sarofim & Co
269
Fayez Sarofim & Co
Texas
$867K +$355K +3,100 +91%
CG
270
Cutler Group
California
$857K +$372K +3,250 +103%
TPA
271
Trivium Point Advisory
Connecticut
$855K -$67.1K -586 -8%
QCM
272
Quantinno Capital Management
New York
$847K +$266K +2,321 +58%
VIA
273
Vident Investment Advisory
Georgia
$846K -$266K -2,320 -27%
LFAS
274
Level Four Advisory Services
Texas
$838K +$324K +2,831 +82%
CAN
275
Cetera Advisor Networks
California
$838K -$46.6K -407 -6%
9 10
11
12 13

SPOT Hedge Fund Activity: Q1 2023 in Review

546 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q1 2023, worth a combined $14.4B — up 72% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPOT positions and 50 closed out — a net gain of 74 holders — while 144 added to existing stakes and 165 trimmed.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $257M. The largest seller was UBS Group, cutting an estimated $195M.

  • 546 institutional investors held Spotify (SPOT) as of Q1 2023, up from 479 in Q4 2022.
  • Funds reported $14.4B of Spotify stock for Q1 2023, up 72% quarter-over-quarter.
  • 124 funds opened new Spotify positions in Q1 2023 and 50 closed out, a net change of +74 holders.
  • The largest Spotify buyer in Q1 2023 was ValueAct Holdings, an estimated $257M added.
  • The largest Spotify seller in Q1 2023 was UBS Group, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2023.