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Spotify

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: 1416 (+2)

0.47% less ownership

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

4% less funds holding

Funds holding: 558538 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.03B +$387M +1,641,852 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.61B +$1.05B +4,470,205 +39%
Morgan Stanley
3
Morgan Stanley
New York
$3.01B -$1.39B -5,898,127 -31%
AIM
4
ARK Investment Management
Florida
$1.04B -$41.9M -177,899 -4%
TCMV
5
Technology Crossover Management VIII
California
$1.02B
BlackRock
6
BlackRock
New York
$827M -$2.14M -9,078 -0.2%
Tiger Global Management
7
Tiger Global Management
New York
$598M -$119M -506,600 -16%
ATO
8
Alecta Tjanstepension Omsesidigt
Sweden
$537M
NAMA
9
Nikko Asset Management Americas
New York
$464M -$8.37M -35,497 -2%
AT
10
AMF Tjänstepension
Sweden
$451M
Wellington Management Group
11
Wellington Management Group
Massachusetts
$438M +$73.1M +309,977 +19%
Jennison Associates
12
Jennison Associates
New York
$432M -$575M -2,440,339 -56%
State Street
13
State Street
Massachusetts
$320M +$9.64M +40,892 +3%
Norges Bank
14
Norges Bank
Norway
$234M -$5.41M -22,946 -2%
BAMCO Inc
15
BAMCO Inc
New York
$229M +$126M +535,342 +111%
Bank of America
16
Bank of America
North Carolina
$224M +$13.7M +58,224 +6%
LIP
17
Liontrust Investment Partners
United Kingdom
$223M +$234M +991,800 New
Citadel Advisors
18
Citadel Advisors
Florida
$181M +$123M +522,221 +186%
TCMV
19
Technology Crossover Management VII
California
$179M
Man Group
20
Man Group
United Kingdom
$168M +$18.5M +78,331 +12%
GGHC
21
Gilder Gagnon Howe & Co
New York
$157M +$930K +3,947 +0.6%
JP Morgan Chase
22
JP Morgan Chase
New York
$155M -$228M -966,024 -58%
Flossbach Von Storch
23
Flossbach Von Storch
Germany
$154M +$19.5M +82,778 +14%
TCG
24
Tremblant Capital Group
Florida
$141M +$3.92M +16,634 +3%
Wells Fargo
25
Wells Fargo
California
$136M +$38.2K +162 +0%

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.