We are live on ! Find out more
SIRI icon

SiriusXM

469 hedge funds and large institutions have $4.85B invested in SiriusXM in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 108 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $61.9M | Put options by funds: $11.9M

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $4.54B → $4.85B (+$310M)

2.26% more ownership

Funds ownership: 0%2.26% (+2.3%)

2% more funds holding

Funds holding: 459469 (+10)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 170

Holders
469
Holders Change
+10
Holders Change %
+2.18%
% of All Funds
11.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
64
Increased
108
Reduced
170
Closed
47
Calls
$61.9M
Puts
$11.9M
Net Calls
+$49.9M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
301
Deltec Asset Management
New York
$89K
SSWM
302
Smith Salley Wealth Management
North Carolina
$89K
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$89K
OI
304
Oakbrook Investments
Illinois
$89K +$86.6K +1,990 New
MMA
305
Miracle Mile Advisors
California
$87K -$36K -828 -30%
JIC
306
Joel Isaacson & Co
New York
$87K
CAN
307
Cetera Advisor Networks
California
$85K -$64.4K -1,480 -44%
BTS
308
BB&T Securities
Virginia
$85K
PP
309
Prudential plc
United Kingdom
$84K
AWP
310
Ascent Wealth Partners
New York
$82K
MWM
311
Meridian Wealth Management
Kentucky
$80K +$77.8K +1,788 New
BO
312
BRR OpCo
Ohio
$78K
OMCS
313
Old Mutual Customised Solutions
South Africa
$78K +$76.1K +1,750 New
GA
314
Geneva Advisors
Illinois
$77K
AC
315
Avenir Corporation
Virginia
$75K
CBOA
316
Commonwealth Bank of Australia
Australia
$74K -$13.4K -308 -15%
NG
317
Northstar Group
New York
$73K -$6.53K -150 -8%
BMCM
318
Bryn Mawr Capital Management
Pennsylvania
$73K +$71K +1,631 New
HWA
319
HCR Wealth Advisors
California
$72K +$70.5K +1,620 New
AA
320
ALPS Advisors
Colorado
$71K -$105K -2,402 -60%
LFR
321
Lehman Financial Resources
Pennsylvania
$71K
AA
322
Ancora Advisors
Ohio
$71K +$8.7K +200 +14%
WSTAM
323
Wilbanks Smith & Thomas Asset Management
Virginia
$71K +$8.7K +200 +14%
WIM
324
Wittenberg Investment Management
Massachusetts
$70K +$68.8K +1,581 New
LNC
325
Lincoln National Corp
Pennsylvania
$69K -$21.8K -500 -24%

SIRI Hedge Fund Activity: Q4 2016 in Review

469 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2016, worth a combined $4.85B — up 6.8% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SIRI positions and 47 closed out — a net gain of 17 holders — while 108 added to existing stakes and 170 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $725M. The largest seller was Renaissance Technologies, cutting an estimated $87.3M.

  • 469 institutional investors held SiriusXM (SIRI) as of Q4 2016, up from 459 in Q3 2016.
  • Funds reported $4.85B of SiriusXM stock for Q4 2016, up 6.8% quarter-over-quarter.
  • 64 funds opened new SiriusXM positions in Q4 2016 and 47 closed out, a net change of +17 holders.
  • The largest SiriusXM buyer in Q4 2016 was Berkshire Hathaway, an estimated $725M added.
  • The largest SiriusXM seller in Q4 2016 was Renaissance Technologies, an estimated $87.3M sold.

Based on aggregated 13F filings for Q4 2016.