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Spotify

367 hedge funds and large institutions have $14.8B invested in Spotify in 2018 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 45

135% more call options, than puts

Call options by funds: $828M | Put options by funds: $353M

55% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 80

21% more funds holding

Funds holding: 303367 (+64)

9% more capital invested

Capital invested by funds: $13.6B → $14.8B (+$1.16B)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.02% less ownership

Funds ownership: 45.42%45.4% (-0.02%)

Holders
367
Holders Change
+64
Holders Change %
+21.12%
% of All Funds
8.39%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
110
Increased
124
Reduced
80
Closed
45
Calls
$828M
Puts
$353M
Net Calls
+$475M
Net Calls Change
+$420M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
101
Lombard Odier Asset Management (USA)
New York
$12.7M +$12.8M +70,000 New
CI
102
Cowen Inc
New York
$12M +$4.57M +24,925 +60%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$11.9M +$12.1M +65,834 New
RGI
104
River Global Investors
United Kingdom
$11.1M +$116K +632 +1%
TCIM
105
TIAA CREF Investment Management
New York
$10.8M +$5.57M +30,352 +104%
Man Group
106
Man Group
United Kingdom
$9.96M -$11.9M -65,088 -54%
Jane Street
107
Jane Street
New York
$9.69M +$4.97M +27,098 +102%
MCM
108
Marsico Capital Management
Colorado
$9.43M +$233K +1,271 +2%
FSCM
109
First Sabrepoint Capital Management
Texas
$9.04M +$2.38M +13,000 +35%
WC
110
Wexford Capital
Florida
$8.91M -$1.92M -10,446 -17%
Barclays
111
Barclays
United Kingdom
$8.71M +$4.89M +26,640 +124%
SAM
112
Stansberry Asset Management
Texas
$8.46M +$8.58M +46,763 New
AIM
113
Artemis Investment Management
United Kingdom
$8.41M +$8.54M +46,535 New
KAM
114
Kavi Asset Management
New York
$8.2M -$2.04M -11,140 -20%
SEI Investments
115
SEI Investments
Pennsylvania
$8.19M +$3.7M +20,176 +81%
Citigroup
116
Citigroup
New York
$8.16M +$4.13M +22,508 +100%
EIM
117
Essex Investment Management
Massachusetts
$7.84M -$46.8K -255 -0.6%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$7.81M +$3.48M +18,958 +78%
RJA
119
Raymond James & Associates
Florida
$7.8M +$2.39M +13,016 +43%
WCA
120
Waratah Capital Advisors
Ontario, Canada
$6.85M +$1.07M +5,824 +18%
CG
121
Cutler Group
California
$6.78M +$2.83M +15,448 +70%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$6.77M -$4.58M -24,960 -40%
MWNA
123
Marshall Wace North America
New York
$6.54M +$3.62M +19,749 +120%
AIM
124
Act II Management
New York
$6.43M -$917K -5,000 -12%
ACI
125
AMP Capital Investors
Australia
$6.41M +$2.67M +14,580 +72%

SPOT Hedge Fund Activity: Q3 2018 in Review

367 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q3 2018, worth a combined $14.8B — up 8.5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPOT positions and 45 closed out — a net gain of 65 holders — while 124 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $415M. The largest seller was Technology Crossover Management VII, exiting entirely with an estimated $857M sold.

  • 367 institutional investors held Spotify (SPOT) as of Q3 2018, up from 303 in Q2 2018.
  • Funds reported $14.8B of Spotify stock for Q3 2018, up 8.5% quarter-over-quarter.
  • 110 funds opened new Spotify positions in Q3 2018 and 45 closed out, a net change of +65 holders.
  • The largest Spotify buyer in Q3 2018 was Morgan Stanley, an estimated $415M added.
  • The largest Spotify seller in Q3 2018 was Technology Crossover Management VII, an estimated $857M sold.

Based on aggregated 13F filings for Q3 2018.