We are live on ! Find out more
SIRI icon

SiriusXM

538 hedge funds and large institutions have $4.74B invested in SiriusXM in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $102M | Put options by funds: $36.5M

89% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 47

7% more funds holding

Funds holding: 501538 (+37)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.04% less ownership

Funds ownership: 1.99%1.95% (-0.04%)

7% less capital invested

Capital invested by funds: $5.08B → $4.74B (-$338M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
538
Holders Change
+37
Holders Change %
+7.39%
% of All Funds
12.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
89
Increased
145
Reduced
144
Closed
47
Calls
$102M
Puts
$36.5M
Net Calls
+$65.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
401
Berkeley Capital Partners
Georgia
$56K
HCM
402
Hollencrest Capital Management
California
$56K
NAM
403
North American Management
Massachusetts
$56K
CA
404
Centerpoint Advisors
Massachusetts
$56K +$57.3K +1,038 New
ASN
405
Advisory Services Network
Georgia
$55K
MCM
406
Maryland Capital Management
Maryland
$55K
TAM
407
Taurus Asset Management
New York
$55K
ZF
408
Zhang Financial
Michigan
$55K
FCH
409
Freestone Capital Holdings
Washington
$55K +$110 +2 +0.2%
BCA
410
Berman Capital Advisors
Georgia
$55K +$56.7K +1,026 New
Truist Financial
411
Truist Financial
North Carolina
$55K +$57.2K +1,035 New
WIM
412
Westside Investment Management
California
$54.2K -$5.52K -100 -9%
CCM
413
Consolidated Capital Management
California
$54K
WA
414
WealthTrust Axiom
Pennsylvania
$54K
CCB
415
Cutter & Co Brokerage
Missouri
$54K +$55.6K +1,007 New
CTA
416
Carillon Tower Advisers
Florida
$53.4K +$55.1M +997,063 New
DCM
417
Delpha Capital Management
New York
$52K +$54K +978 New
Envestnet Asset Management
418
Envestnet Asset Management
Illinois
$49K -$187K -3,389 -79%
EWM
419
Endurance Wealth Management
Rhode Island
$45K
WCAMG
420
Woodard & Company Asset Management Group
North Carolina
$45K +$47K +850 New
LF
421
Lee Financial
Texas
$43K -$19.6K -355 -31%
FFW
422
Fusion Family Wealth
New York
$43K +$44.2K +800 New
GBT
423
Grove Bank & Trust
Florida
$42K
PA
424
Parallel Advisors
California
$42K
VIA
425
Vantage Investment Advisors
Pennsylvania
$42K