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SiriusXM

667 hedge funds and large institutions have $2.31B invested in SiriusXM in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 194 increasing their positions, 191 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

5% more funds holding

Funds holding: 634667 (+33)

8% more call options, than puts

Call options by funds: $108M | Put options by funds: $99.6M

2% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 191

1% more capital invested

Capital invested by funds: $2.28B → $2.31B (+$24.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 1.03%1.03% (-0%)

Holders
667
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
10.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
194
Reduced
191
Closed
48
Calls
$108M
Puts
$99.6M
Net Calls
+$8.04M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$106K +$2.95K +48 +3%
SFI
402
SPC Financial Inc
Maryland
$106K
CWP
403
Cyndeo Wealth Partners
Florida
$105K +$111K +1,800 New
SP
404
Successful Portfolios
Florida
$104K -$8.3K -135 -7%
SP
405
Symmetry Partners
Connecticut
$103K
DADC
406
D.A. Davidson & Co
Montana
$101K +$615 +10 +0.6%
EGM
407
Engineers Gate Manager
New York
$101K -$335K -5,444 -76%
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K
OIA
409
OneDigital Investment Advisors
Kansas
$101K +$32K +520 +43%
XF
410
XML Financial
Maryland
$100K +$369 +6 +0.4%
GW
411
GW & Wade
Massachusetts
$100K
MWM
412
Mission Wealth Management
California
$96.8K -$6.09K -99 -6%
SCA
413
Snowden Capital Advisors
New York
$95.8K -$2.03K -33 -2%
AWS
414
Atria Wealth Solutions
New York
$95.7K
GCA
415
Genesee Capital Advisors
New York
$94K +$184 +3 +0.2%
BFC
416
Bedel Financial Consulting
Indiana
$93.6K
RIA
417
Regal Investment Advisors
Michigan
$93.4K +$430 +7 +0.4%
OPS
418
Orion Portfolio Solutions
Nebraska
$92.3K +$97.1K +1,580 New
FFA
419
Founders Financial Alliance
North Carolina
$90.9K
MWM
420
MinichMacGregor Wealth Management
New York
$90.9K +$61 +1 +0.1%
ICG
421
InterOcean Capital Group
Tennessee
$89.6K -$15.4K -250 -14%
SQA
422
Simon Quick Advisors
New Jersey
$89.1K +$2.15K +35 +2%
SFG
423
Sovereign Financial Group
Connecticut
$89K -$3.2K -52 -3%
EIP
424
Ellis Investment Partners
Pennsylvania
$88.7K +$369 +6 +0.4%
LDFR
425
Lehman & Derafelo Financial Resources
Pennsylvania
$88.5K