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SiriusXM

624 hedge funds and large institutions have $3.54B invested in SiriusXM in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 235 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-35
Holders Change %
-5.31%
% of All Funds
10.99%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
162
Reduced
235
Closed
96
Calls
$77M
Puts
$39.9M
Net Calls
+$37.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
376
SteelPeak Wealth
California
$111K +$15.8K +260 +17%
WWM
377
Western Wealth Management
Colorado
$111K +$111K +1,815 New
CAC
378
Certified Advisory Corp
Florida
$111K +$111K +1,817 New
BRWA
379
B. Riley Wealth Advisors
Florida
$107K +$107K +1,750 New
BFA
380
Beacon Financial Advisory
Ohio
$106K -$13.9K -229 -12%
IFG
381
Investors Financial Group
Minnesota
$106K -$12.8K -210 -11%
PTC
382
Petrus Trust Company
Texas
$106K +$6.49K +107 +7%
RC
383
RegentAtlantic Capital
New Jersey
$106K +$24.4K +402 +30%
Franklin Resources
384
Franklin Resources
California
$105K -$23.1K -377 -18%
FWM
385
Frontier Wealth Management
Missouri
$105K -$6.87K -113 -6%
LJAC
386
L.J. Altfest & Co
New York
$105K
GW
387
GW & Wade
Massachusetts
$104K +$30.5K +500 +41%
NICM
388
Neo Ivy Capital Management
New York
$102K -$734K -12,073 -88%
BFC
389
Bedel Financial Consulting
Indiana
$101K +$91.7K +1,500 +980%
EAM
390
Evanson Asset Management
California
$100K +$61 +1 +0.1%
IWC
391
Integrated Wealth Concepts
Massachusetts
$100K +$9.13K +150 +10%
PA
392
Parallel Advisors
California
$99K +$26.9K +440 +37%
MWM
393
MinichMacGregor Wealth Management
New York
$97K -$39.4K -649 -29%
CAM
394
Claret Asset Management
Quebec, Canada
$97K
GCA
395
Genesee Capital Advisors
New York
$97K +$122 +2 +0.1%
PCP
396
Proficio Capital Partners
Massachusetts
$95K +$95K +1,552 New
Vontobel Holding
397
Vontobel Holding
Switzerland
$94K -$76.5K -1,249 -45%
BWA
398
BDO Wealth Advisors
Florida
$94K +$242 +4 +0.3%
HNB
399
Huntington National Bank
Ohio
$93K -$16.9K -276 -15%
IAA
400
Independent Advisor Alliance
North Carolina
$93K -$16.7K -273 -15%