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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
JWA
501
JFS Wealth Advisors
Pennsylvania
$3.07K +$1.6K +14 +156%
FHA
502
First Horizon Advisors
Tennessee
$2.94K +$343 +3 +16%
AAG
503
Armstrong Advisory Group
Massachusetts
$2.41K – – –
TWD
504
True Wealth Design
Ohio
$2.41K +$1.95K +17 +1,700%
CCM
505
Chilton Capital Management
Texas
$2.41K +$2.06K +18 New
VWM
506
Venturi Wealth Management
Texas
$2.27K +$1.95K +17 New
QC
507
Quent Capital
New York
$2.14K – – –
SIS
508
Sound Income Strategies
Florida
$2.14K – – –
TFA
509
Toth Financial Advisory
Virginia
$2K – – –
SFG
510
Steward Financial Group
Texas
$2K +$1.26K +11 +275%
FCA
511
FinTrust Capital Advisors
South Carolina
$1.97K – – –
OCM
512
Orion Capital Management
California
$1.87K – – –
SC
513
Schubert & Co
Texas
$1.87K +$687 +6 +75%
PS
514
PayPay Securities
Japan
$1.74K -$801 -7 -35%
Commonwealth Equity Services
515
Commonwealth Equity Services
Massachusetts
$1.52K +$102K +887 +8%
CA
516
Clearstead Advisors
Ohio
$1.47K -$3.21K -28 -72%
BWM
517
BerganKDV Wealth Management
Minnesota
$1.47K – – –
KSWA
518
Kathleen S. Wright Associates
Pennsylvania
$1.47K – – –
BHWM
519
Beaird Harris Wealth Management
Texas
$1.34K – – –
PWMG
520
Prestige Wealth Management Group
New Jersey
$1.34K – – –
JGIA
521
Jackson Grant Investment Advisers
Connecticut
$1.34K +$1.15K +10 New
CFGS
522
Concourse Financial Group Securities
Alabama
$1.2K +$229 +2 +29%
PCM
523
Pointe Capital Management
Michigan
$1.07K +$916 +8 New
MWA
524
Miller Wealth Advisors
Colorado
$1K -$2.86K -25 -56%
BEI
525
Benjamin Edwards Inc
Missouri
$1K – – –
19 20
21
22 23

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.