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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
CGH
376
CMG Global Holdings
Texas
$74.6K
NEPPG
377
New England Professional Planning Group
Rhode Island
$74.1K
SFWC
378
Strategic Family Wealth Counselors
New Jersey
$73.4K
SWM
379
Silverlake Wealth Management
Vermont
$72.7K
GCA
380
Greenwood Capital Associates
South Carolina
$72.2K
MM
381
MQS Management
New York
$71.9K -$574K -11,989 -87%
SFI
382
SPC Financial Inc
Maryland
$71.9K
CWP
383
Cyndeo Wealth Partners
Florida
$71.5K
SC
384
Scotia Capital
Ontario, Canada
$71.3K -$25.1K -525 -23%
API
385
Advisor Partners II
California
$71K -$40K -836 -32%
SP
386
Symmetry Partners
Connecticut
$70K
O
387
Ossiam
France
$69.4K -$1.06M -22,125 -93%
BCMLT
388
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.7K
BMWM
389
Brown Miller Wealth Management
Virginia
$68.6K -$133K -2,772 -62%
XF
390
XML Financial
Maryland
$68.4K +$431 +9 +0.5%
OIA
391
OneDigital Investment Advisors
Kansas
$68.1K -$479 -10 -0.6%
GW
392
GW & Wade
Massachusetts
$68K
GIA
393
Gateway Investment Advisers
Ohio
$67.9K -$2.69M -56,210 -97%
SQA
394
Simon Quick Advisors
New Jersey
$66.5K +$7.18K +150 +10%
ECM
395
Evergreen Capital Management
Washington
$66.3K +$79.9K +1,669 New
MWM
396
Mission Wealth Management
California
$65.8K +$96 +2 +0.1%
CAC
397
Certified Advisory Corp
Florida
$64.5K -$10.9K -227 -12%
GCA
398
Genesee Capital Advisors
New York
$64.1K +$287 +6 +0.4%
BFG
399
Barber Financial Group
Kansas
$63.7K -$39.5K -824 -34%
BFC
400
Bedel Financial Consulting
Indiana
$63.6K

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.