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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
GRP
476
Global Retirement Partners
California
$42K
HCP
477
Hexagon Capital Partners
Arkansas
$42K
BEI
478
Benjamin Edwards Inc
Missouri
$42K +$5.08K +18 +16%
WT
479
Washington Trust
Rhode Island
$41K
PFO
480
Pathstone Family Office
New Jersey
$38K -$8.47K -30 -20%
AW
481
Avion Wealth
Texas
$38K +$33.9K +120 New
QCG
482
Quadrant Capital Group
Ohio
$37K +$4.23K +15 +15%
LWCFA
483
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
AP
484
Arlington Partners
Alabama
$34K +$30.5K +108 New
GEA
485
Glen Eagle Advisors
New Jersey
$28.6K
LWA
486
Lenox Wealth Advisors
New York
$27K
AssetMark Inc
487
AssetMark Inc
California
$23K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$23K +$13.3K +47 +188%
WB
489
Webster Bank
Connecticut
$22K
IA
490
IFP Advisors
Florida
$21K -$13K -46 -41%
EARNEST Partners
491
EARNEST Partners
Georgia
$21K
KPCM
492
Kings Point Capital Management
New York
$19K -$5.93K -21 -26%
TCM
493
Tradewinds Capital Management
Washington
$19K +$1.69K +6 +11%
FTDI
494
First Trust Direct Indexing
Massachusetts
$19K +$16.9K +60 New
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$19K +$17.2K +61 New
GI
496
GS Investments
Minnesota
$18K
ARMC
497
American Research & Management Company
Massachusetts
$16K
AP
498
Atwood & Palmer
Missouri
$16K
HCM
499
Highlander Capital Management
New Jersey
$16K
TFS
500
TrustCore Financial Services
Tennessee
$16K

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.