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SiriusXM

500 hedge funds and large institutions have $5.22B invested in SiriusXM in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $43.8M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

4% more funds holding

Funds holding: 483500 (+17)

0.2% less ownership

Funds ownership: 2.23%2.03% (-0.2%)

3% less capital invested

Capital invested by funds: $5.4B → $5.22B (-$182M)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

Holders
500
Holders Change
+17
Holders Change %
+3.52%
% of All Funds
12.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
62
Increased
144
Reduced
156
Closed
40
Calls
$94.5M
Puts
$43.8M
Net Calls
+$50.7M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$55K
ZF
402
Zhang Financial
Michigan
$55K
FCH
403
Freestone Capital Holdings
Washington
$55K +$51.4K +1,006 New
B
404
Bridgeworth
Alabama
$55K +$51.6K +1,010 New
EMG
405
ETF Managers Group
New Jersey
$51K +$47.6K +932 New
CCMW
406
Cypress Capital Management (Wyoming)
Wyoming
$49.4K
WEC
407
Winslow Evans & Crocker
Massachusetts
$48.7K +$1.84K +36 +4%
AF
408
Allworth Financial
California
$48K
EWM
409
Endurance Wealth Management
Rhode Island
$46K
FFW
410
Fusion Family Wealth
New York
$44K
VIA
411
Vantage Investment Advisors
Pennsylvania
$43K
ASN
412
Advisory Services Network
Georgia
$43K +$36.1K +706 +883%
WTC
413
WhitTier Trust Company
Nevada
$41K
FWM
414
Focused Wealth Management
New York
$41K +$255 +5 +0.7%
NA
415
NewEdge Advisors
Louisiana
$40K +$38.3K +750 New
FHA
416
First Horizon Advisors
Tennessee
$38K +$4.75K +93 +16%
HNB
417
Huntington National Bank
Ohio
$35K +$6.64K +130 +25%
GT
418
Glenmede Trust
Pennsylvania
$34K
WA
419
WealthTrust-Arizona
Arizona
$34K +$1.07K +21 +3%
HCM
420
Herndon Capital Management
Georgia
$32K
VWA
421
V Wealth Advisors
Kansas
$32K +$29.7K +582 New
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$31K +$28.6K +560 +4,667%
WA
423
WFG Advisors
Texas
$30K +$51 +1 +0.2%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$30K +$4.55K +89 +19%
ClearBridge Investments
425
ClearBridge Investments
New York
$30K +$7.66K +150 +38%

SIRI Hedge Fund Activity: Q2 2017 in Review

500 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q2 2017, worth a combined $5.22B — down 3.4% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SIRI positions and 40 closed out — a net gain of 22 holders — while 144 added to existing stakes and 156 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $95.5M. The largest seller was Berkshire Hathaway, cutting an estimated $176M.

  • 500 institutional investors held SiriusXM (SIRI) as of Q2 2017, up from 483 in Q1 2017.
  • Funds reported $5.22B of SiriusXM stock for Q2 2017, down 3.4% quarter-over-quarter.
  • 62 funds opened new SiriusXM positions in Q2 2017 and 40 closed out, a net change of +22 holders.
  • The largest SiriusXM buyer in Q2 2017 was Arrowstreet Capital, an estimated $95.5M added.
  • The largest SiriusXM seller in Q2 2017 was Berkshire Hathaway, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2017.