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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
CAN
376
Cetera Advisor Networks
California
$125K -$5.96K -97 -5%
MMA
377
Miracle Mile Advisors
California
$125K
BFA
378
Beacon Financial Advisory
Ohio
$125K +$1.78K +29 +1%
IFG
379
Investors Financial Group
Minnesota
$124K +$3.13K +51 +3%
MSRPS
380
Maryland State Retirement & Pension System
Maryland
$124K +$114K +1,852 New
AWC
381
Abundance Wealth Counselors
Pennsylvania
$121K
CTA
382
Colonial Trust Advisors
South Carolina
$120K
NEPPG
383
New England Professional Planning Group
Rhode Island
$120K
SFWC
384
Strategic Family Wealth Counselors
New Jersey
$118K
SPC
385
Sigma Planning Corp
Michigan
$117K -$30K -489 -21%
FWM
386
Frontier Wealth Management
Missouri
$117K -$13.2K -215 -10%
CIC
387
Carnegie Investment Counsel
Ohio
$117K +$61 +1 +0.1%
CWG
388
Cornerstone Wealth Group
North Carolina
$116K
SP
389
Successful Portfolios
Florida
$116K +$860 +14 +0.8%
IAA
390
Independent Advisor Alliance
North Carolina
$114K -$76.2K -1,241 -41%
HNB
391
Huntington National Bank
Ohio
$114K
FQ
392
First Quadrant
California
$110K
LJAC
393
L.J. Altfest & Co
New York
$110K
NWA
394
New World Advisors
Massachusetts
$107K
PTC
395
Petrus Trust Company
Texas
$105K -$431K -7,020 -81%
EAM
396
Evanson Asset Management
California
$104K -$84.7K -1,379 -46%
LWM
397
Lyell Wealth Management
California
$104K
APA
398
American Portfolios Advisors
New York
$103K +$48.6K +792 +95%
FFG
399
Fortem Financial Group
California
$103K -$47.8K -779 -32%
CAM
400
Claret Asset Management
Quebec, Canada
$102K +$1.9K +31 +2%

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.