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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
SI
326
Stephens Inc
Arkansas
$432K +$43.5K +380 +13%
William Blair & Company
327
William Blair & Company
Illinois
$430K -$35.4K -309 -9%
YIH
328
Y-Intercept (HK)
Hong Kong
$430K +$368K +3,216 New
WAM
329
Weiss Asset Management
Massachusetts
$430K -$323K -2,821 -47%
FHA
330
Flagship Harbor Advisors
Massachusetts
$417K -$11K -96 -3%
MIC
331
Maxi Investments CY
Cyprus
$414K – – –
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
$413K -$279K -2,434 -44%
DA
333
Doliver Advisors
Texas
$406K -$77.3K -675 -18%
KJHP
334
K.J. Harrison & Partners
Ontario, Canada
$402K +$345K +3,012 New
AP
335
Adero Partners
California
$402K +$229 +2 +0.1%
QT
336
Quantbot Technologies
New York
$382K -$4.86M -42,488 -94%
RC
337
Roundview Capital
New Jersey
$380K +$326K +2,845 New
AR
338
Advisory Research
Illinois
$374K +$321K +2,802 New
EI
339
Ellevest Inc
New York
$363K +$43.7K +382 +16%
BCM
340
Bienville Capital Management
New York
$355K – – –
FC
341
FORA Capital
Florida
$352K +$301K +2,631 New
TC
342
Telemus Capital
Michigan
$350K – – –
LA
343
Legacy Advisors
Pennsylvania
$347K – – –
MA
344
Montag & Associates
Georgia
$344K +$295K +2,577 New
Tiger Global Management
345
Tiger Global Management
New York
$342K -$58.6M -512,300 -100%
EA
346
Emerald Advisers
Pennsylvania
$328K -$1.72K -15 -0.6%
ETC
347
Exchange Traded Concepts
Oklahoma
$324K -$129K -1,125 -32%
HCA
348
Harbor Capital Advisors
Illinois
$323K +$165K +1,443 +148%
HSA
349
HBK Sorce Advisory
Pennsylvania
$322K -$271K -2,367 -50%
WWP
350
Waypoint Wealth Partners
California
$321K +$275K +2,400 New
12 13
14
15 16

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.