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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

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

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
HCM
151
Hitchwood Capital Management
New York
$4.68M +$4.01M +35,000 New
MCM
152
Maytus Capital Management
New York
$4.68M +$4.01M +35,000 New
EAM
153
EFG Asset Management
Oregon
$4.65M -$682K -5,954 -15%
RJA
154
Raymond James & Associates
Florida
$4.65M +$12.3K +107 +0.3%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$4.6M +$11.2K +98 +0.3%
Group One Trading
156
Group One Trading
Illinois
$4.6M -$21.5K -188 -0.5%
ECM
157
ExodusPoint Capital Management
New York
$4.33M +$3.71M +32,401 New
IFLIT
158
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.14M -$57.2K -500 -2%
Stifel Financial
159
Stifel Financial
Missouri
$3.97M +$71.2K +622 +2%
PP
160
PDT Partners
New York
$3.88M +$1.85M +16,200 +126%
RR
161
Robotti Robert
$3.87M – – –
SFM
162
Soros Fund Management
New York
$3.83M -$5.15M -45,000 -61%
LFCM
163
Long Focus Capital Management
Puerto Rico
$3.81M -$9.05M -79,060 -73%
RGI
164
River Global Investors
United Kingdom
$3.72M -$914K -7,980 -22%
NEI
165
Northwest & Ethical Investments
Ontario, Canada
$3.66M – – –
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$3.58M -$135K -1,182 -4%
US Bancorp
167
US Bancorp
Minnesota
$3.51M -$389K -3,400 -11%
MFG
168
Magnus Financial Group
New York
$3.5M +$1.49K +13 +0%
JRP
169
Jasper Ridge Partners
California
$3.48M – – –
IC
170
IEQ Capital
California
$3.48M +$188K +1,643 +7%
MG
171
Markel Group
Virginia
$3.46M – – –
BCM
172
Bayesian Capital Management
New York
$3.45M +$2.96M +25,826 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$3.45M -$396K -3,455 -12%
TC
174
Tsai Capital
New York
$3.39M +$105K +914 +4%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$3.38M -$38.9K -340 -1%
5 6
7
8 9

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.