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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
FDCC
426
Foster Dykema Cabot & Co
Massachusetts
$40K +$34.3K +300 New
HMS
427
Hanseatic Management Services
New Mexico
$40K +$34.6K +302 New
MC
428
Machina Capital
France
$38.1K +$32.6K +285 New
BAM
429
Belpointe Asset Management
Nevada
$37.4K -$572 -5 -2%
TWA
430
TCI Wealth Advisors
Arizona
$36.6K +$229 +2 +0.7%
CTC
431
Central Trust Company
Missouri
$33.4K – – –
HNB
432
Huntington National Bank
Ohio
$33K +$8.7K +76 +44%
WTA
433
Washington Trust Advisors
Massachusetts
$32.1K – – –
SWM
434
Spire Wealth Management
Virginia
$31.5K +$16.1K +141 +148%
MCM
435
Manchester Capital Management
Vermont
$31.1K – – –
GA
436
GoalVest Advisory
New York
$30.1K – – –
AAS
437
Ameritas Advisory Services
Nebraska
$27.2K +$23.7K +207 New
CWM
438
CarsonAllaria Wealth Management
Illinois
$21.5K -$4.01K -35 -18%
GRP
439
Global Retirement Partners
California
$20.8K +$114 +1 +0.7%
PTC
440
Private Trust Company
Ohio
$20.7K +$16.6K +145 +1,450%
First Manhattan
441
First Manhattan
New York
$20.3K -$11.4K -100 -40%
HCP
442
Hexagon Capital Partners
Arkansas
$19.5K +$572 +5 +4%
SS
443
Sunbelt Securities
Texas
$18.6K +$16.3K +142 New
SSB
444
Sandy Spring Bank
Maryland
$18.2K – – –
BIA
445
Bell Investment Advisors
California
$18K -$1.03K -9 -6%
SWA
446
SOA Wealth Advisors
New York
$17.9K – – –
BLC
447
Brown, Lisle/Cummings
Rhode Island
$16.7K – – –
C
448
Covestor
United Kingdom
$16K -$229 -2 -2%
FFL
449
Financial Freedom LLC
Ohio
$15.9K – – –
GIA
450
GHP Investment Advisors
Colorado
$15.4K – – –
16 17
18
19 20

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.