We are live on ! Find out more
SIRI icon

SiriusXM

585 hedge funds and large institutions have $4.98B invested in SiriusXM in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 173 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $148M | Put options by funds: $79.6M

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

18% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 147

4% more funds holding

Funds holding: 561585 (+24)

0.12% less ownership

Funds ownership: 1.89%1.77% (-0.12%)

13% less capital invested

Capital invested by funds: $5.71B → $4.98B (-$730M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
585
Holders Change
+24
Holders Change %
+4.28%
% of All Funds
13.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
84
Increased
173
Reduced
147
Closed
56
Calls
$148M
Puts
$79.6M
Net Calls
+$68.5M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
376
Fiera Capital (Canada)
Quebec, Canada
$97K +$6.33K +91 +6%
PFA
377
Pure Financial Advisors
California
$96K +$106K +1,519 New
JIC
378
Johnson Investment Counsel
Ohio
$95K -$1.67K -24 -2%
BW
379
Bison Wealth
Georgia
$95K
PCM
380
Palisade Capital Management
New Jersey
$95K +$104K +1,500 New
EAM
381
Evanson Asset Management
California
$93K -$13K -187 -11%
VWA
382
V Wealth Advisors
Kansas
$92K -$6.96K -100 -6%
PGWM
383
Parisi Gray Wealth Management
New Jersey
$92K +$43.9K +630 +78%
IAA
384
Independent Advisor Alliance
North Carolina
$92K +$102K +1,468 New
BAS
385
Brown Advisory Securities
Maryland
$91K
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$91K +$2.16K +31 +2%
CCM
387
Carlson Capital Management
Minnesota
$90K +$99.3K +1,427 New
AA
388
Ancora Advisors
Ohio
$89K
NA
389
NewEdge Advisors
Louisiana
$89K +$24.1K +346 +33%
LS
390
Livforsakringsbolaget Skandia
Sweden
$88K -$73.1K -1,050 -43%
O
391
OppenheimerFunds
New York
$87K -$15.7K -226 -14%
CAM
392
Claret Asset Management
Quebec, Canada
$87K -$13.2K -189 -12%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$84K -$469K -6,734 -84%
CAN
394
Claraphi Advisory Network
United States
$83K
CIC
395
Carnegie Investment Counsel
Ohio
$83K +$94K +1,350 New
CCB
396
Cutter & Co Brokerage
Missouri
$82K
MWM
397
Meridian Wealth Management
Kentucky
$80K -$19.2K -276 -18%
FA
398
FMA Advisory
Pennsylvania
$80K -$13.8K -198 -13%
CTC
399
Central Trust Company
Missouri
$80K +$348 +5 +0.4%
PCP
400
Proficio Capital Partners
Massachusetts
$79K

SIRI Hedge Fund Activity: Q3 2018 in Review

585 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q3 2018, worth a combined $4.98B — down 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SIRI positions and 56 closed out — a net gain of 28 holders — while 173 added to existing stakes and 147 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.4M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 585 institutional investors held SiriusXM (SIRI) as of Q3 2018, up from 561 in Q2 2018.
  • Funds reported $4.98B of SiriusXM stock for Q3 2018, down 13% quarter-over-quarter.
  • 84 funds opened new SiriusXM positions in Q3 2018 and 56 closed out, a net change of +28 holders.
  • The largest SiriusXM buyer in Q3 2018 was Wells Fargo, an estimated $31.4M added.
  • The largest SiriusXM seller in Q3 2018 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2018.