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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
MWM
401
Mission Wealth Management
California
$102K +$37.3K +607 +61%
SFA
402
Spectrum Financial Alliance
Kentucky
$102K +$98.5K +1,605 New
GCA
403
Genesee Capital Advisors
New York
$100K -$15.2K -248 -14%
FFA
404
Founders Financial Alliance
North Carolina
$100K
SW
405
SteelPeak Wealth
California
$100K
IA
406
IndexIQ Advisors
New York
$100K +$46.9K +764 +96%
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$100K +$96.2K +1,566 New
VWA
408
V Wealth Advisors
Kansas
$100K +$96.8K +1,577 New
SSB
409
Sandy Spring Bank
Maryland
$99K -$15K -245 -14%
BWA
410
BDO Wealth Advisors
Florida
$99K
CCMD
411
Cypress Capital Management (Delaware)
Delaware
$99K +$95.5K +1,555 New
RA
412
Rational Advisors
New York
$98K +$93.9K +1,529 +10,921%
LDFR
413
Lehman & Derafelo Financial Resources
Pennsylvania
$97K
BFS
414
Bard Financial Services
Connecticut
$97K +$93.2K +1,518 New
HW
415
Hancock Whitney
Mississippi
$96K
JIC
416
Johnson Investment Counsel
Ohio
$96K
BMCM
417
Bryn Mawr Capital Management
Pennsylvania
$95K
IWC
418
Integrated Wealth Concepts
Massachusetts
$95K
FHA
419
Flagship Harbor Advisors
Massachusetts
$95K +$3.68K +60 +4%
WG
420
Winton Group
United Kingdom
$95K +$91.7K +1,494 New
PCS
421
Personal CFO Solutions
New Jersey
$95K +$91.8K +1,495 New
CFB
422
Cullen/Frost Bankers
Texas
$94K
FFG
423
Frisch Financial Group
New York
$94K +$246 +4 +0.3%
PAS
424
Park Avenue Securities
New York
$94K +$3.87K +63 +4%
DK
425
Darrell & King
Virginia
$92K -$33.8K -550 -28%

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.