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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
TCM
351
Traynor Capital Management
Pennsylvania
$84.4K -$9.48K -198 -9%
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.4K
BAM
353
Belpointe Asset Management
Nevada
$84.2K +$2.87K +60 +3%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$83.9K +$814 +17 +0.8%
PWM
355
Perigon Wealth Management
California
$83.1K +$13.3K +277 +15%
SSWM
356
Smith Salley Wealth Management
North Carolina
$82.5K +$96 +2 +0.1%
FWCM
357
Ferguson Wellman Capital Management
Oregon
$82.1K
IWC
358
Integrated Wealth Concepts
Massachusetts
$82K -$814 -17 -0.8%
VNA
359
Valley National Advisers
Pennsylvania
$82K
CCA
360
Checchi Capital Advisers
California
$81.7K -$30.1K -629 -23%
CF
361
Centaurus Financial
California
$81K
MW
362
Marcum Wealth
Ohio
$80.3K -$4.74K -99 -5%
AL
363
Arnhold LLC
New York
$79.4K
BAAM
364
Baker Avenue Asset Management
California
$79.4K
BBHC
365
Brown Brothers Harriman & Co
New York
$79.4K
CCM
366
Consolidated Capital Management
California
$79.4K
NLP
367
Next Level Private
New York
$79.4K
CAM
368
Claret Asset Management
Quebec, Canada
$79K -$144 -3 -0.2%
SPC
369
Sigma Planning Corp
Michigan
$78.5K +$431 +9 +0.5%
LCM
370
Liberty Capital Management
Michigan
$78K -$26.1K -545 -22%
CCM
371
Coldstream Capital Management
Washington
$77.2K -$1.29K -27 -1%
PRC
372
Pearl River Capital
Michigan
$76.8K +$37.1K +774 +67%
SIG
373
Sargent Investment Group
Maryland
$75.6K
RIA
374
Regal Investment Advisors
Michigan
$74.9K +$13.7K +287 +18%
QCG
375
Quadrant Capital Group
Ohio
$74.7K +$71.6K +1,495 +387%

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.