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Spotify

607 hedge funds and large institutions have $25.8B invested in Spotify in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 194 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 59

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

15% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 168

13% more funds holding

Funds holding: 538607 (+69)

5% more capital invested

Capital invested by funds: $24.4B → $25.8B (+$1.34B)

0.89% more ownership

Funds ownership: 56.89%57.78% (+0.89%)

38% less call options, than puts

Call options by funds: $828M | Put options by funds: $1.34B

Holders
607
Holders Change
+69
Holders Change %
+12.83%
% of All Funds
9.34%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.4%
New
136
Increased
194
Reduced
168
Closed
59
Calls
$828M
Puts
$1.34B
Net Calls
-$514M
Net Calls Change
+$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Ancora Advisors
Ohio
$8K
ST
552
Smithfield Trust
Pennsylvania
$8K
ACA
553
Atlas Capital Advisors
Wyoming
$7.72K
BIA
554
Bell Investment Advisors
California
$7K -$9.01K -36 -54%
RWA
555
RGT Wealth Advisors
Texas
$7K +$7K +28 New
TWA
556
TCI Wealth Advisors
Arizona
$6K -$6K -24 -50%
AF
557
Allworth Financial
California
$6K -$2K -8 -24%
MSFP
558
Mark Sheptoff Financial Planning
Connecticut
$6K
PFSC
559
Peoples Financial Services Corp
Pennsylvania
$6K
RIM
560
Rockbridge Investment Management
New York
$6K
SCA
561
Stonebridge Capital Advisors
Minnesota
$6K
LFA
562
Level Financial Advisors
New York
$6K +$6K +24 New
AIP
563
Ahrens Investment Partners
Louisiana
$6K +$6.25K +25 New
Optiver Holding
564
Optiver Holding
Netherlands
$6K +$6.75K +27 New
MS
565
Mizuho Securities
Japan
$5K
MTWM
566
Masso Torrence Wealth Management
New Jersey
$5K +$5K +20 New
EWA
567
EverSource Wealth Advisors
Alabama
$5K +$5.25K +21 New
ARIS
568
Advanced Research Investment Solutions
California
$5K +$6.25K +25 New
SC
569
Stephens Consulting
Michigan
$4.21K +$4.5K +18 New
BFC
570
Bedel Financial Consulting
Indiana
$4K
RG
571
Retirement Group
California
$4K +$1.5K +6 +67%
EFS
572
Econ Financial Services
Pennsylvania
$4K +$4K +16 New
CCM
573
Chilton Capital Management
Texas
$4K +$4.5K +18 New
CAL
574
Capital Analysts LLC
Pennsylvania
$3K
CI Investments Inc
575
CI Investments Inc
Ontario, Canada
$3K

SPOT Hedge Fund Activity: Q4 2021 in Review

607 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q4 2021, worth a combined $25.8B — up 5.5% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new SPOT positions and 59 closed out — a net gain of 77 holders — while 194 added to existing stakes and 168 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $223M. The largest seller was Technology Crossover Management VIII, cutting an estimated $226M.

  • 607 institutional investors held Spotify (SPOT) as of Q4 2021, up from 538 in Q3 2021.
  • Funds reported $25.8B of Spotify stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 136 funds opened new Spotify positions in Q4 2021 and 59 closed out, a net change of +77 holders.
  • The largest Spotify buyer in Q4 2021 was Artisan Partners, an estimated $223M added.
  • The largest Spotify seller in Q4 2021 was Technology Crossover Management VIII, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2021.