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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
PFO
351
Pathstone Family Office
New Jersey
$313K +$268K +2,345 New
AMR
352
Asset Management Resources
Massachusetts
$312K +$267K +2,335 New
SPIA
353
Steward Partners Investment Advisory
New York
$312K -$14.3K -125 -5%
OAM
354
Occidental Asset Management
California
$310K +$265K +2,319 New
Lazard Asset Management
355
Lazard Asset Management
New York
$309K +$266K +2,320 New
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$308K +$264K +2,307 New
AIM
357
Allen Investment Management
New York
$305K +$261K +2,279 New
CM
358
Caption Management
Oklahoma
$301K +$258K +2,250 New
TSS
359
Two Sigma Securities
New York
$297K +$254K +2,220 New
EDRIA
360
Edmonds Duncan Registered Investment Advisors
Kansas
$296K +$254K +2,218 New
AAM
361
Advisors Asset Management
Colorado
$293K -$97K -847 -28%
LPU
362
Lansdowne Partners (UK)
United Kingdom
$292K +$250K +2,186 New
FIM
363
Freedom Investment Management
Connecticut
$290K -$350K -3,057 -58%
DCM
364
Dimension Capital Management
Florida
$289K +$247K +2,160 New
Empower Advisory Group
365
Empower Advisory Group
Colorado
$284K +$239K +2,085 New
AIG
366
American International Group
New York
$278K -$6.98K -61 -3%
AC
367
Addison Capital
Pennsylvania
$277K +$237K +2,071 New
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$276K +$237K +2,067 New
MCM
369
Moore Capital Management
New York
$272K +$233K +2,033 New
CB
370
Commerce Bank
Missouri
$270K +$232K +2,024 New
DA
371
DCF Advisers
Connecticut
$267K +$229K +2,000 New
EF
372
Empowered Funds
Pennsylvania
$263K +$226K +1,970 New
RG
373
Rathbones Group
United Kingdom
$257K +$220K +1,924 New
PAMS
374
Pictet Asset Management (Switzerland)
Switzerland
$255K +$219K +1,910 New
WS
375
Wedbush Securities
California
$252K +$216K +1,883 New
13 14
15
16 17

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.