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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
GI
376
GS Investments
Minnesota
$250K +$15.5K +135 +8%
AIM
377
Avity Investment Management
Connecticut
$243K -$209K -1,825 -50%
TI
378
Tidal Investments
Wisconsin
$242K +$207K +1,809 New
EFG
379
Everhart Financial Group
Ohio
$240K +$206K +1,796 New
GGHC
380
Gilder Gagnon Howe & Co
New York
$237K +$203K +1,770 New
KAS
381
Kestra Advisory Services
Texas
$236K +$202K +1,768 New
Brown Advisory
382
Brown Advisory
Maryland
$234K +$200K +1,750 New
QCM
383
Qsemble Capital Management
New York
$230K +$197K +1,718 New
MFG
384
Midwest Financial Group
Kansas
$228K +$196K +1,708 New
CCB
385
Cutter & Co Brokerage
Missouri
$227K +$195K +1,700 New
CGIM
386
Capital Group Investment Management
Singapore
$226K +$193K +1,690 New
Prudential Financial
387
Prudential Financial
New Jersey
$225K +$265K +2,312 New
STA
388
Summit Trail Advisors
New York
$220K +$189K +1,649 New
YMRC
389
Yorktown Management & Research Company
Virginia
$218K +$187K +1,630 New
EPA
390
Element Pointe Advisors
Florida
$210K +$180K +1,568 New
JIC
391
Joel Isaacson & Co
New York
$204K +$175K +1,527 New
Zurich Cantonal Bank
392
Zurich Cantonal Bank
Switzerland
$203K -$15.7K -137 -8%
NCM
393
Next Capital Management
New York
$200K +$172K +1,500 New
WC
394
Wexford Capital
Florida
$200K +$172K +1,500 New
WP
395
WealthPLAN Partners
Nebraska
$181K -$115K -1,007 -43%
BWA
396
BDO Wealth Advisors
Florida
$169K – – –
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$145K +$3.78K +33 +3%
O
398
Ossiam
France
$128K -$12.1K -106 -10%
RI
399
Ridgewood Investments
New Jersey
$126K +$108K +944 New
DAM
400
Delta Asset Management
Tennessee
$120K -$27.7K -242 -21%
14 15
16
17 18

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.