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SiriusXM

538 hedge funds and large institutions have $4.74B invested in SiriusXM in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $102M | Put options by funds: $36.5M

89% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 47

7% more funds holding

Funds holding: 501538 (+37)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.04% less ownership

Funds ownership: 1.99%1.95% (-0.04%)

7% less capital invested

Capital invested by funds: $5.08B → $4.74B (-$338M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
538
Holders Change
+37
Holders Change %
+7.39%
% of All Funds
12.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
89
Increased
145
Reduced
144
Closed
47
Calls
$102M
Puts
$36.5M
Net Calls
+$65.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
V Wealth Advisors
Kansas
$84K +$85.2K +1,542 New
CAC
352
Certified Advisory Corp
Florida
$83K +$86.4K +1,564 New
GWM
353
Greenwich Wealth Management
Connecticut
$80K -$33K -598 -29%
BW
354
Bison Wealth
Georgia
$80K
BO
355
BRR OpCo
Ohio
$80K
JIC
356
Joel Isaacson & Co
New York
$80K
FHA
357
Flagship Harbor Advisors
Massachusetts
$80K +$13.7K +248 +20%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$79K -$138K -2,501 -63%
FA
359
FMA Advisory
Pennsylvania
$78K +$166 +3 +0.2%
BA
360
BKS Advisors
Michigan
$77K
BAS
361
Brown Advisory Securities
Maryland
$77K
Fiera Capital (Canada)
362
Fiera Capital (Canada)
Quebec, Canada
$77K
AA
363
Ancora Advisors
Ohio
$76K -$4.14K -75 -5%
HWA
364
HCR Wealth Advisors
California
$76K
LC
365
Lourd Capital
California
$76K +$15K +271 +24%
WSTAM
366
Wilbanks Smith & Thomas Asset Management
Virginia
$75K
MCM
367
McMillion Capital Management
North Carolina
$72K
HF
368
HRT Financial
New York
$72K +$10.2K +184 +16%
SIC
369
Salem Investment Counselors
North Carolina
$71K
VFA
370
Voya Financial Advisors
Connecticut
$71K +$11.4K +207 +19%
CAN
371
Claraphi Advisory Network
United States
$70K +$72.4K +1,310 New
SPIA
372
Steward Partners Investment Advisory
New York
$69K -$2.71K -49 -4%
LCM
373
Liberty Capital Management
Michigan
$68K -$760K -13,760 -92%
PCA
374
Private Capital Advisors
Connecticut
$68K
PCP
375
Proficio Capital Partners
Massachusetts
$67K -$23.5K -425 -25%