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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
WEC
526
Winslow Evans & Crocker
Massachusetts
$7K
HFA
527
Hoover Financial Advisors
Pennsylvania
$7K +$5.64K +20 New
AL
528
ADE LLC
Maryland
$6K +$5.08K +18 New
AAP
529
Arax Advisory Partners
Colorado
$6K +$5.64K +20 New
SIAG
530
Safeguard Investment Advisory Group
California
$6K +$6.21K +22 New
BFC
531
Bedel Financial Consulting
Indiana
$5K
ME
532
McIlrath & Eck
Washington
$5K
FHA
533
First Horizon Advisors
Tennessee
$5K +$1.41K +5 +45%
TPCW
534
TD Private Client Wealth
New York
$4.41K -$2.54K -9 -39%
LWM
535
Liberty Wealth Management
California
$4K +$1.13K +4 +44%
HGWM
536
Harvest Group Wealth Management
Massachusetts
$3K -$2.82K -10 -50%
AA
537
Ancora Advisors
Ohio
$3K
BWM
538
BerganKDV Wealth Management
Minnesota
$3K
BCH
539
Berkshire Capital Holdings
California
$3K
HWM
540
HighMark Wealth Management
Minnesota
$3K
RCA
541
Ranch Capital Advisors
Florida
$3K
WT
542
Whittier Trust
California
$3K
WAS
543
Winch Advisory Services
Wisconsin
$3K +$2.26K +8 +800%
CAAS
544
Capital Asset Advisory Services
Michigan
$3K +$2.82K +10 New
TPWA
545
TRUE Private Wealth Advisors
Oregon
$3K +$2.82K +10 New
VCG
546
Vantage Consulting Group
Virginia
$3K +$2.82K +10 New
SWA
547
Sutton Wealth Advisors
Florida
$2.2K
CFA
548
Carroll Financial Associates
North Carolina
$2K
CAM
549
ClariVest Asset Management
California
$2K
EIP
550
Ellis Investment Partners
Pennsylvania
$2K

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.