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SiriusXM

638 hedge funds and large institutions have $1.63B invested in SiriusXM in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 194

0.02% more ownership

Funds ownership: 1.03%1.05% (+0.02%)

4% less funds holding

Funds holding: 667638 (-29)

21% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 81

30% less capital invested

Capital invested by funds: $2.31B → $1.63B (-$683M)

33% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $73.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
638
Holders Change
-29
Holders Change %
-4.35%
% of All Funds
10.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
64
Increased
211
Reduced
194
Closed
81
Calls
$49.6M
Puts
$73.8M
Net Calls
-$24.2M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$127K +$18.2K +381 +13%
MGP
302
Metis Global Partners
California
$127K +$36.2K +755 +31%
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$126K -$1.08M -22,482 -88%
William Blair & Company
304
William Blair & Company
Illinois
$125K -$26.6K -556 -15%
NA
305
NewEdge Advisors
Louisiana
$124K -$8.14K -170 -5%
US Bancorp
306
US Bancorp
Minnesota
$123K -$47K -981 -24%
SWP
307
Stratos Wealth Partners
Ohio
$122K -$7.18K -150 -5%
MTWM
308
Masso Torrence Wealth Management
New Jersey
$122K
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$122K
PA
310
Parallel Advisors
California
$121K +$50.6K +1,057 +53%
CCM
311
Copeland Capital Management
Pennsylvania
$121K -$2.01K -42 -1%
IA
312
IFP Advisors
Florida
$119K -$17.6K -367 -18%
American Century Companies
313
American Century Companies
Missouri
$118K -$6.05M -126,285 -98%
LC
314
Lindbrook Capital
California
$117K +$10K +209 +8%
FIA
315
Foundations Investment Advisors
Arizona
$116K -$4.79K -100 -3%
Baird Financial Group
316
Baird Financial Group
Wisconsin
$116K -$623 -13 -0.4%
S
317
SignatureFD
Georgia
$114K +$94.3K +1,969 +218%
CIAS
318
CFS Investment Advisory Services
New Jersey
$112K +$30.9K +645 +30%
OC
319
Oppenheimer & Co
New York
$110K
BJL
320
Brighton Jones LLC
Washington
$109K -$4.41K -92 -3%
BFG
321
Bleakley Financial Group
New Jersey
$109K -$32.3K -674 -20%
JIC
322
Joel Isaacson & Co
New York
$109K
JWCA
323
J.W. Cole Advisors
Florida
$107K +$479 +10 +0.4%
CS
324
Comerica Securities
Michigan
$107K -$24.7K -515 -16%
DWP
325
Destiny Wealth Partners
Florida
$106K +$718 +15 +0.6%

SIRI Hedge Fund Activity: Q1 2023 in Review

638 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q1 2023, worth a combined $1.63B — down 30% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SIRI and 64 opened new positions — a net loss of 17 holders — while 194 trimmed existing stakes and 211 added.

The largest buyer was Zimmer Partners, adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $49.9M.

  • 638 institutional investors held SiriusXM (SIRI) as of Q1 2023, down from 667 in Q4 2022.
  • Funds reported $1.63B of SiriusXM stock for Q1 2023, down 30% quarter-over-quarter.
  • 64 funds opened new SiriusXM positions in Q1 2023 and 81 closed out, a net change of -17 holders.
  • The largest SiriusXM buyer in Q1 2023 was Zimmer Partners, an estimated $44.3M added.
  • The largest SiriusXM seller in Q1 2023 was Goldman Sachs, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2023.