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SiriusXM

608 hedge funds and large institutions have $1.84B invested in SiriusXM in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.63B → $1.84B (+$214M)

0% more ownership

Funds ownership: 1.05%1.05% (+0%)

5% less funds holding

Funds holding: 638608 (-30)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

19% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $105M

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

Holders
608
Holders Change
-30
Holders Change %
-4.7%
% of All Funds
9.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
178
Reduced
198
Closed
84
Calls
$84.8M
Puts
$105M
Net Calls
-$20.3M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
326
Valley National Advisers
Pennsylvania
$98K
PWM
327
Perigon Wealth Management
California
$98K +$2.68K +71 +3%
MYAM
328
Meiji Yasuda Asset Management
Japan
$97K +$80.6K +2,134 New
TCM
329
Traynor Capital Management
Pennsylvania
$96.5K +$113 +3 +0.1%
ASN
330
Advisory Services Network
Georgia
$96.4K -$6.61K -175 -8%
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.3K
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$94.7K +$78.9K +2,090 New
RCAG
333
Rehmann Capital Advisory Group
Michigan
$94.3K -$1.21K -32 -2%
SSWM
334
Smith Salley Wealth Management
North Carolina
$94K
IWC
335
Integrated Wealth Concepts
Massachusetts
$93.9K
Allianz Asset Management
336
Allianz Asset Management
Germany
$93.1K -$261K -6,916 -77%
CCWM
337
Cassaday & Co Wealth Management
Virginia
$92.7K +$77.3K +2,046 New
NLP
338
Next Level Private
New York
$92.2K
BAAM
339
Baker Avenue Asset Management
California
$91K +$340 +9 +0.5%
AL
340
Arnhold LLC
New York
$90.6K
BBHC
341
Brown Brothers Harriman & Co
New York
$90.6K
CCM
342
Consolidated Capital Management
California
$90.6K
HFM
343
Harvest Fund Management
China
$86K +$33.3K +882 +87%
RIA
344
Regal Investment Advisors
Michigan
$85.7K +$151 +4 +0.2%
CGH
345
CMG Global Holdings
Texas
$85.1K
SWM
346
Silverlake Wealth Management
Vermont
$84.4K +$1.21K +32 +2%
NEPPG
347
New England Professional Planning Group
Rhode Island
$84.3K
SQA
348
Simon Quick Advisors
New Jersey
$84.2K +$6.95K +184 +11%
IA
349
IFP Advisors
Florida
$84.2K +$6.46K +171 +10%
VI
350
Vestcor Inc
New Brunswick, Canada
$84K -$217K -5,754 -76%

SIRI Hedge Fund Activity: Q2 2023 in Review

608 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q2 2023, worth a combined $1.84B — up 13% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SIRI and 60 opened new positions — a net loss of 24 holders — while 198 trimmed existing stakes and 178 added.

The largest buyer was Pacer Advisors, adding an estimated $91.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $49.2M sold.

  • 608 institutional investors held SiriusXM (SIRI) as of Q2 2023, down from 638 in Q1 2023.
  • Funds reported $1.84B of SiriusXM stock for Q2 2023, up 13% quarter-over-quarter.
  • 60 funds opened new SiriusXM positions in Q2 2023 and 84 closed out, a net change of -24 holders.
  • The largest SiriusXM buyer in Q2 2023 was Pacer Advisors, an estimated $91.1M added.
  • The largest SiriusXM seller in Q2 2023 was Zimmer Partners, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2023.