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SiriusXM
SIRI

Overview Fund Activity

637 hedge funds and large institutions have $2.29B invested in SiriusXM in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+35
Holders Change %
+5.81%
% of All Funds
9.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
91
Increased
198
Reduced
186
Closed
51
Calls
$158M
Puts
$300M
Net Calls
-$142M
Net Calls Change
-$75.5M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$35.2M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$21.5M
3
State Street
3
State Street
Massachusetts
$141M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.3M
5
Bank of America
5
Bank of America
North Carolina
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
351
Strategic Family Wealth Counselors
New Jersey
$101K – – –
PWM
352
Perigon Wealth Management
California
$101K +$5.03K +92 +5%
SWM
353
Silverlake Wealth Management
Vermont
$100K – – –
GCA
354
Greenwood Capital Associates
South Carolina
$99.4K – – –
VI
355
Vestcor Inc
New Brunswick, Canada
$99K -$2.03K -37 -2%
CWP
356
Cyndeo Wealth Partners
Florida
$98.5K – – –
FFM
357
Forum Financial Management
Illinois
$98.3K +$38.3K +701 +64%
IMCOOI
358
Investment Management Corp of Ontario (IMCO)
Canada
$98.2K +$98.2K +1,795 New
CA
359
Cetera Advisors
Colorado
$97.9K +$219 +4 +0.2%
William Blair & Company
360
William Blair & Company
Illinois
$96.5K -$88.6K -1,620 -48%
QCIG
361
Quad-Cities Investment Group
Iowa
$95.9K -$30.1K -550 -24%
CCA
362
Checchi Capital Advisers
California
$95.5K +$27.4K +501 +40%
CB
363
Commerce Bank
Missouri
$95.2K -$3.01K -55 -3%
PGIM
364
Pacific Global Investment Management
California
$95K – – –
RCAG
365
Rehmann Capital Advisory Group
Michigan
$94.1K -$1.15K -21 -1%
DADC
366
D.A. Davidson & Co
Montana
$92.7K +$11.9K +218 +15%
CIS
367
Custom Index Systems
New York
$91K +$91K +1,664 New
GW
368
GW & Wade
Massachusetts
$91K – – –
CGH
369
CMG Global Holdings
Texas
$90.1K – – –
GCA
370
Genesee Capital Advisors
New York
$89.3K +$274 +5 +0.3%
CL
371
Choreo LLC
Illinois
$89.2K +$89.2K +1,630 New
CAC
372
Certified Advisory Corp
Florida
$89.1K +$109 +2 +0.1%
AFG
373
Atomi Financial Group
New York
$88.6K +$88.6K +1,621 New
BFC
374
Bedel Financial Consulting
Indiana
$87.7K – – –
MSG
375
Main Street Group
Virginia
$87.5K +$87.5K +1,600 New
13 14
15
16 17