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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
SFO
401
Stokes Family Office
Louisiana
$63.6K +$19K +397 +33%
OPS
402
Orion Portfolio Solutions
Nebraska
$63.2K +$623 +13 +0.8%
BCI
403
Brinker Capital Investments
Pennsylvania
$63.2K +$76.3K +1,593 New
SWA
404
Stratos Wealth Advisors
Ohio
$63K -$23.2K -484 -23%
SP
405
Successful Portfolios
Florida
$62.4K -$9.77K -204 -11%
FFA
406
Founders Financial Alliance
North Carolina
$61.8K
AWS
407
Atria Wealth Solutions
New York
$61.1K -$4.79K -100 -6%
ICG
408
InterOcean Capital Group
Tennessee
$60.9K
EIP
409
Ellis Investment Partners
Pennsylvania
$60.6K +$383 +8 +0.5%
HW
410
Hancock Whitney
Mississippi
$60K
VWA
411
V Wealth Advisors
Kansas
$60K +$48 +1 +0.1%
DWM
412
Drive Wealth Management
Utah
$59.7K +$19.6K +410 +38%
IC
413
IEQ Capital
California
$59.6K -$71.3K -1,489 -50%
ATPW
414
Ashton Thomas Private Wealth
Arizona
$59.6K +$1.15K +24 +2%
PP
415
Patron Partners
Texas
$59.5K
EAM
416
Evanson Asset Management
California
$59.5K +$96 +2 +0.1%
BMCM
417
Bryn Mawr Capital Management
Pennsylvania
$59.2K
SC
418
Stephens Consulting
Michigan
$58.6K
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$58.4K
AC
420
AXQ Capital
New Jersey
$58.3K -$126K -2,634 -64%
MIM
421
MetLife Investment Management
New Jersey
$57.7K +$192 +4 +0.3%
DADC
422
D.A. Davidson & Co
Montana
$57.5K -$13.7K -286 -16%
Vontobel Holding
423
Vontobel Holding
Switzerland
$56.8K -$92.6K -1,934 -57%
Mackenzie Financial
424
Mackenzie Financial
Ontario, Canada
$56.8K -$57.3K -1,197 -46%
SFG
425
Sovereign Financial Group
Connecticut
$56.6K -$4.74K -99 -6%

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.