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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
SIA
176
SeaBridge Investment Advisors
New Jersey
$3.33M -$28.5K -249 -1%
PCM
177
Penserra Capital Management
California
$3.23M -$182K -1,590 -6%
Asset Management One
178
Asset Management One
Japan
$3.23M -$8.36K -73 -0.3%
Vontobel Holding
179
Vontobel Holding
Switzerland
$3.22M -$555K -4,846 -17%
Macquarie Group
180
Macquarie Group
Australia
$3.2M +$149K +1,304 +6%
Cerity Partners
181
Cerity Partners
New York
$3.18M +$2.72M +23,789 New
UIM
182
USS Investment Management
United Kingdom
$3.17M +$223K +1,944 +9%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$3.14M +$184K +1,610 +7%
ZCM
184
Ziegler Capital Management
Illinois
$3.14M +$2.69M +23,475 New
Aberdeen Group
185
Aberdeen Group
United Kingdom
$3.11M +$1.32M +11,528 +98%
BBA
186
Baader Bank Aktiengesellschaft
Germany
$3.07M -$1.37M -12,000 -34%
DTL
187
Dynamic Technology Lab
Singapore
$3.01M +$2.58M +22,550 New
DADC
188
D.A. Davidson & Co
Montana
$3.01M -$159K -1,387 -6%
JAM
189
Jupiter Asset Management
United Kingdom
$2.99M -$635K -5,549 -20%
CAM
190
Chesapeake Asset Management
New York
$2.87M +$2.46M +21,493 New
Nomura Holdings
191
Nomura Holdings
Japan
$2.82M +$2.34M +20,427 +2,869%
S2L
192
Sparta 24 Ltd
Israel
$2.81M +$2.4M +21,000 New
WIM
193
Wittenberg Investment Management
Massachusetts
$2.77M – – –
ZR
194
Zeno Research
New York
$2.6M -$5.32M -46,503 -70%
AIM
195
ARK Investment Management
Florida
$2.56M -$247K -2,157 -10%
BF
196
BOK Financial
Oklahoma
$2.56M +$2.19M +19,128 New
X
197
Xponance
Pennsylvania
$2.55M +$10.8K +94 +0.5%
SI
198
Scout Investments
Missouri
$2.54M -$1.49K -13 -0.1%
LCM
199
Lynwood Capital Management
Ontario, Canada
$2.5M +$343K +3,000 New
FAM
200
Fred Alger Management
New York
$2.5M +$2.14M +18,698 New
6 7
8
9 10

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.