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SiriusXM

660 hedge funds and large institutions have $4.16B invested in SiriusXM in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 191 increasing their positions, 189 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $37.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $3.65B → $4.16B (+$512M)

4% more funds holding

Funds holding: 637660 (+23)

1% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 189

0.08% less ownership

Funds ownership: 1.58%1.5% (-0.08%)

Holders
660
Holders Change
+23
Holders Change %
+3.61%
% of All Funds
11.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
98
Increased
191
Reduced
189
Closed
66
Calls
$64.2M
Puts
$37.2M
Net Calls
+$27M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Redpoint Investment Management
Australia
$233K +$49.4K +804 +28%
IP
302
Investment Partners
Ohio
$231K
FI
303
FormulaFolio Investments
Michigan
$227K +$219K +3,564 New
V
304
Veritable
Delaware
$226K
SFA
305
Source Financial Advisors
New York
$226K +$218K +3,555 New
CPIG
306
Chicago Partners Investment Group
Illinois
$224K
BCM
307
Brookstone Capital Management
Illinois
$223K +$215K +3,500 New
Wolverine Trading
308
Wolverine Trading
Illinois
$208K +$84.4K +1,375 +73%
VFA
309
Voya Financial Advisors
Connecticut
$207K +$6.88K +112 +4%
JWCA
310
J.W. Cole Advisors
Florida
$203K +$45.1K +735 +30%
PWM
311
Perigon Wealth Management
California
$195K -$10.6K -173 -5%
EWA
312
EP Wealth Advisors
California
$195K -$614 -10 -0.3%
QC
313
QCM Cayman
Texas
$193K -$356K -5,794 -66%
BHA
314
Beech Hill Advisors
New York
$191K
CWP
315
Curated Wealth Partners
California
$189K +$182K +2,972 New
LCM
316
Liberty Capital Management
Michigan
$189K +$183K +2,974 New
CA
317
Cetera Advisors
Colorado
$187K +$64K +1,042 +55%
CCM
318
Chiron Capital Management
Florida
$185K
MC
319
Moors & Cabot
Massachusetts
$185K
NB
320
Norinchukin Bank
Japan
$183K +$41K +667 +30%
Macquarie Group
321
Macquarie Group
Australia
$177K -$11.7K -190 -6%
PL
322
Plancorp LLC
Missouri
$176K +$1.6K +26 +0.9%
AP
323
Advisor Partners
California
$174K -$15.4K -251 -8%
CG
324
Colony Group
Massachusetts
$174K +$167K +2,725 New
JIC
325
Joel Isaacson & Co
New York
$173K

SIRI Hedge Fund Activity: Q4 2020 in Review

660 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2020, worth a combined $4.16B — up 14% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SIRI positions and 66 closed out — a net gain of 32 holders — while 191 added to existing stakes and 189 trimmed.

The largest buyer was DSM Capital Partners, adding an estimated $97M. The largest seller was BlackRock, cutting an estimated $163M.

  • 660 institutional investors held SiriusXM (SIRI) as of Q4 2020, up from 637 in Q3 2020.
  • Funds reported $4.16B of SiriusXM stock for Q4 2020, up 14% quarter-over-quarter.
  • 98 funds opened new SiriusXM positions in Q4 2020 and 66 closed out, a net change of +32 holders.
  • The largest SiriusXM buyer in Q4 2020 was DSM Capital Partners, an estimated $97M added.
  • The largest SiriusXM seller in Q4 2020 was BlackRock, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2020.