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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
SO
276
STRS Ohio
Ohio
$832K +$713K +6,232 New
GC
277
Guggenheim Capital
Illinois
$826K +$331K +2,895 +88%
Mariner
278
Mariner
Kansas
$821K +$60.7K +530 +9%
AWS
279
AJ Wealth Strategies
New York
$820K -$831K -7,259 -54%
Axa
280
Axa
France
$819K +$702K +6,128 New
LAM
281
Lynch Asset Management
Pennsylvania
$815K +$229K +2,000 +49%
TCM
282
Tybourne Capital Management
Hong Kong
$814K +$697K +6,089 New
CC
283
Cipher Capital
New York
$811K +$695K +6,068 New
HighTower Advisors
284
HighTower Advisors
Illinois
$803K -$10.2K -89 -1%
OAM
285
Oppenheimer Asset Management
New York
$792K +$80.7K +705 +14%
Capstone Investment Advisors
286
Capstone Investment Advisors
New York
$790K -$675K -5,894 -50%
LTI
287
Laffer Tengler Investments
Tennessee
$761K -$36.7K -321 -5%
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$747K +$35.7K +312 +6%
CWG
289
Crown Wealth Group
North Carolina
$743K – – –
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$729K – – –
Aviva
291
Aviva
United Kingdom
$713K -$1.56M -13,646 -72%
CC
292
Centiva Capital
New York
$709K +$608K +5,309 New
OQS
293
Occudo Quantitative Strategies
Florida
$707K -$184K -1,604 -23%
PWM
294
Perigon Wealth Management
California
$690K -$30.2K -264 -5%
Creative Planning
295
Creative Planning
Kansas
$687K +$11.4K +100 +2%
KLC
296
Knowledge Leaders Capital
Colorado
$678K -$17.4K -152 -3%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$671K -$76.4K -667 -12%
GFA
298
Gifford Fong Associates
California
$668K – – –
Franklin Resources
299
Franklin Resources
California
$656K -$26.1K -228 -4%
IP
300
Intellectus Partners
California
$648K +$22.9K +200 +4%
10 11
12
13 14

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.