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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
MFP
351
Meridian Financial Partners
Virginia
$145K
CCP
352
Corient Capital Partners
California
$145K +$9.52K +155 +7%
MWM
353
MinichMacGregor Wealth Management
New York
$143K
VPIM
354
Vanguard Personalized Indexing Management
California
$141K +$41.9K +682 +44%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K +$4.73K +77 +4%
SAM
356
Shell Asset Management
Netherlands
$139K -$1.6M -25,998 -92%
SWA
357
Stratos Wealth Advisors
Ohio
$138K -$67.5K -1,100 -34%
CF
358
Centaurus Financial
California
$138K
WAM
359
World Asset Management
Michigan
$135K -$123 -2 -0.1%
SP
360
Symmetry Partners
Connecticut
$135K
CHA
361
Carmichael Hill & Associates
Maryland
$134K +$246 +4 +0.2%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$133K -$6.08K -99 -5%
Franklin Resources
363
Franklin Resources
California
$133K +$8.6K +140 +7%
SSWM
364
Smith Salley Wealth Management
North Carolina
$132K
GWM
365
Geneos Wealth Management
Colorado
$131K -$41.3K -673 -20%
AA
366
AQR Arbitrage
Connecticut
$131K +$126K +2,050 New
RIA
367
Regal Investment Advisors
Michigan
$131K +$127K +2,062 New
VNA
368
Valley National Advisers
Pennsylvania
$129K
LFAS
369
Level Four Advisory Services
Texas
$128K +$1.1K +18 +0.9%
AL
370
Arnhold LLC
New York
$127K
BAAM
371
Baker Avenue Asset Management
California
$127K
CCM
372
Consolidated Capital Management
California
$127K
FMW
373
Farr Miller & Washington
District of Columbia
$127K
DC
374
Davenport & Co
Virginia
$127K +$49.1K +800 +67%
DT
375
Diversified Trust
Tennessee
$125K -$140K -2,287 -54%

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.