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Spotify

567 hedge funds and large institutions have $33.2B invested in Spotify in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 195 increasing their positions, 165 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 70

34% more capital invested

Capital invested by funds: $24.7B → $33.2B (+$8.43B)

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 165

8% more funds holding

Funds holding: 525567 (+42)

1.46% more ownership

Funds ownership: 54.85%56.31% (+1.5%)

8% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.18B

Holders
567
Holders Change
+42
Holders Change %
+8%
% of All Funds
10.03%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
118
Increased
195
Reduced
165
Closed
70
Calls
$1.28B
Puts
$1.18B
Net Calls
+$96.9M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
426
Ellevest Inc
New York
$224K +$59.8K +212 +42%
GKWIM
427
Gerber Kawasaki Wealth & Investment Management
California
$222K -$35.8K -127 -15%
MWM
428
Meridian Wealth Management
Kentucky
$221K +$199K +705 New
IAP
429
Indie Asset Partners
Indiana
$219K +$196K +696 New
PWSG
430
Pacific Wealth Strategies Group
California
$218K +$174K +618 New
KPWS
431
Kestra Private Wealth Services
Texas
$218K +$193K +683 New
BCM
432
Bluefin Capital Management
New York
$216K +$194K +686 New
ST
433
Smithfield Trust
Pennsylvania
$210K
AWE
434
Avidian Wealth Enterprises
Texas
$210K +$188K +666 New
BC
435
Burleson & Co
California
$205K +$183K +650 New
KWM
436
Kingsview Wealth Management
Oregon
$205K +$184K +653 New
IAIM
437
International Assets Investment Management
Florida
$186K +$167K +591 New
KTC
438
Kistler-Tiffany Companies
Pennsylvania
$179K -$3.39K -12 -2%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$175K +$84.1K +298 +116%
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$53.6K +190 +58%
ED
441
Exane Derivatives
France
$157K +$139K +494 +8,233%
AF
442
Advisornet Financial
Minnesota
$157K -$7.9K -28 -5%
CI
443
CAZ Investments
Texas
$157K
EDRH
444
Edmond de Rothschild Holding
Switzerland
$150K +$63.5K +225 +89%
EP
445
Eudaimonia Partners
Tennessee
$142K
NFSG
446
Newbridge Financial Services Group
Florida
$135K +$7.9K +28 +7%
PI
447
PineBridge Investments
New York
$129K +$5.08K +18 +5%
OAMG
448
Odey Asset Management Group
United Kingdom
$126K
CFD
449
Creative Financial Designs
Indiana
$121K +$4.23K +15 +4%
S
450
SignatureFD
Georgia
$121K +$29.1K +103 +37%

SPOT Hedge Fund Activity: Q4 2020 in Review

567 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q4 2020, worth a combined $33.2B — up 34% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SPOT positions and 70 closed out — a net gain of 48 holders — while 195 added to existing stakes and 165 trimmed.

The largest buyer was Jennison Associates, adding an estimated $531M. The largest seller was Wellington Management Group, cutting an estimated $192M.

  • 567 institutional investors held Spotify (SPOT) as of Q4 2020, up from 525 in Q3 2020.
  • Funds reported $33.2B of Spotify stock for Q4 2020, up 34% quarter-over-quarter.
  • 118 funds opened new Spotify positions in Q4 2020 and 70 closed out, a net change of +48 holders.
  • The largest Spotify buyer in Q4 2020 was Jennison Associates, an estimated $531M added.
  • The largest Spotify seller in Q4 2020 was Wellington Management Group, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2020.