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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
Balyasny Asset Management
301
Balyasny Asset Management
Illinois
$635K +$544K +4,752 New
SA
302
Strategic Advisors
New York
$619K – – –
AWP
303
Accretive Wealth Partners
New Jersey
$615K +$15.2K +133 +3%
YCM
304
Yousif Capital Management
Michigan
$612K -$6.07K -53 -1%
Credit Agricole
305
Credit Agricole
France
$609K -$417K -3,645 -44%
LCM
306
Landscape Capital Management
New Jersey
$608K -$491K -4,290 -49%
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$594K +$167K +1,457 +49%
FRM
308
Fox Run Management
Connecticut
$587K +$503K +4,396 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$577K -$780K -6,814 -61%
AQR Capital Management
310
AQR Capital Management
Connecticut
$574K -$254K -2,220 -34%
DC
311
Diametric Capital
Massachusetts
$574K -$97.1K -848 -16%
Wolverine Trading
312
Wolverine Trading
Illinois
$572K -$627K -5,475 -56%
CCP
313
Carmel Capital Partners
California
$541K -$112K -978 -19%
CA
314
Claro Advisors
Massachusetts
$536K -$40K -349 -8%
DAS
315
Dynamic Advisor Solutions
Arizona
$535K +$50K +437 +12%
GCP
316
GSA Capital Partners
United Kingdom
$516K -$333K -2,908 -43%
BC
317
Bridgefront Capital
Texas
$515K +$441K +3,852 New
FTDI
318
First Trust Direct Indexing
Massachusetts
$513K -$121K -1,058 -22%
KF
319
Krilogy Financial
Missouri
$501K -$251K -2,190 -37%
OTL
320
Oak Thistle LLC
New York
$495K +$424K +3,702 New
GF
321
Gabelli Funds
New York
$494K – – –
Truist Financial
322
Truist Financial
North Carolina
$483K +$58.8K +514 +17%
WG
323
Winton Group
United Kingdom
$477K +$409K +3,569 New
Lido Advisors
324
Lido Advisors
California
$439K +$376K +3,287 New
GWM
325
Geneos Wealth Management
Colorado
$432K +$139K +1,210 +60%
11 12
13
14 15

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.