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Spotify
SPOT

538 hedge funds and large institutions have $24.4B invested in Spotify in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 205 increasing their positions, 144 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 144

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

0.47% less ownership

Funds ownership: 57.36% → 56.89% (-0.47%)

4% less funds holding

Funds holding: 558 → 538 (-20)

13% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 84

19% less capital invested

Capital invested by funds: $30.1B → $24.4B (-$5.67B)

41% less call options, than puts

Call options by funds: $765M | Put options by funds: $1.3B

Holders
538
Holders Change
-20
Holders Change %
-3.58%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
73
Increased
205
Reduced
144
Closed
84
Calls
$765M
Puts
$1.3B
Net Calls
-$539M
Net Calls Change
-$153M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$387M
3
BAMCO Inc
BAMCO Inc
New York
+$126M
4
Citadel Advisors
Citadel Advisors
Florida
+$123M
5
Two Sigma Investments
Two Sigma Investments
New York
+$118M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$575M
3
JP Morgan Chase
JP Morgan Chase
New York
-$228M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$179M
5
Tiger Global Management
Tiger Global Management
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
601
Lido Advisors
California
– -$203K -735 Closed
MAM
602
McCarthy Asset Management
California
– -$61K -220 Closed
MAWCM
603
Mine & Arao Wealth Creation & Management
California
– -$60K -218 Closed
MA
604
Modus Advisors
Minnesota
– -$50K -182 Closed
AIC
605
Ameritas Investment Company
Nebraska
– -$220K -111 Closed
KFP
606
KB Financial Partners
New Jersey
– -$20K -71 Closed
VRM
607
Vectors Research Management
New York
– -$10K -36 Closed
SLAM
608
Swiss Life Asset Management
– -$1.19M -25 Closed
FP
609
Financial Perspectives
Minnesota
– -$5.79K -21 Closed
VNA
610
Valley National Advisers
Pennsylvania
– -$4K -16 Closed
JCM
611
Jacobi Capital Management
Pennsylvania
– -$4K -15 Closed
HI
612
Hudock Inc
Pennsylvania
– -$2K -8 Closed
SWA
613
Sutton Wealth Advisors
Florida
– -$1.93K -7 Closed
CAM
614
ClariVest Asset Management
California
– -$1K -5 Closed
PWS
615
Paragon Wealth Strategies
Florida
– -$1K -2 Closed
DWA
616
Delos Wealth Advisors
Texas
– +$236 +1 New
KIG
617
Kowal Investment Group
Wisconsin
– +$236 +1 New
21 22 23 24
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SPOT Hedge Fund Activity: Q3 2021 in Review

538 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q3 2021, worth a combined $24.4B — down 19% from $30.1B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SPOT and 73 opened new positions — a net loss of 11 holders — while 144 trimmed existing stakes and 205 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.05B. The largest seller was Morgan Stanley, cutting an estimated $1.39B.

  • 538 institutional investors held Spotify (SPOT) as of Q3 2021, down from 558 in Q2 2021.
  • Funds reported $24.4B of Spotify stock for Q3 2021, down 19% quarter-over-quarter.
  • 73 funds opened new Spotify positions in Q3 2021 and 84 closed out, a net change of -11 holders.
  • The largest Spotify buyer in Q3 2021 was T. Rowe Price Associates, an estimated $1.05B added.
  • The largest Spotify seller in Q3 2021 was Morgan Stanley, an estimated $1.39B sold.

Based on aggregated 13F filings for Q3 2021.