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SiriusXM

608 hedge funds and large institutions have $1.84B invested in SiriusXM in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.63B → $1.84B (+$214M)

0% more ownership

Funds ownership: 1.05%1.05% (+0%)

5% less funds holding

Funds holding: 638608 (-30)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

19% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $105M

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

Holders
608
Holders Change
-30
Holders Change %
-4.7%
% of All Funds
9.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
178
Reduced
198
Closed
84
Calls
$84.8M
Puts
$105M
Net Calls
-$20.3M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
401
Sovereign Financial Group
Connecticut
$62.6K -$1.62K -43 -3%
SYBT
402
Stock Yards Bank & Trust
Kentucky
$62.5K
CCA
403
Checchi Capital Advisers
California
$62.4K -$25.6K -679 -33%
CWM
404
Cahaba Wealth Management
Georgia
$62.1K -$680 -18 -1%
SLWA
405
San Luis Wealth Advisors
California
$62K +$51.3K +1,358 New
TIA
406
Traphagen Investment Advisors
New Jersey
$61.6K +$2.46K +65 +5%
CB
407
Commerce Bank
Missouri
$61.3K +$8.5K +225 +20%
AWA
408
Arete Wealth Advisors
Illinois
$61K +$50.5K +1,338 New
SGK
409
Steigerwald Gordon & Koch
Virginia
$60.2K
W
410
WealthOne
New York
$60.1K +$189 +5 +0.4%
STA
411
Summit Trail Advisors
New York
$60K +$50K +1,325 New
CF
412
Centaurus Financial
California
$60K -$26.4K -700 -34%
CCM
413
Crabel Capital Management
California
$60K +$50K +1,324 New
QWM
414
Quaker Wealth Management
New Jersey
$59.9K -$3.51K -93 -7%
HC
415
Hamilton Capital
Ohio
$59.2K -$2.27K -60 -4%
ECM
416
Evergreen Capital Management
Washington
$58.7K -$14.1K -373 -22%
DILIC
417
Dai-ichi Life Insurance Company
Japan
$58.7K
EDRH
418
Edmond de Rothschild Holding
Switzerland
$58.7K -$75.8K -2,006 -61%
HSA
419
HBK Sorce Advisory
Pennsylvania
$58.2K -$680 -18 -1%
MIM
420
MetLife Investment Management
New Jersey
$57.8K -$6.72K -178 -12%
MWM
421
Maripau Wealth Management
Indiana
$57.6K +$48K +1,272 New
IA
422
IFG Advisory
Georgia
$57.2K -$76 -2 -0.2%
ECM
423
Estabrook Capital Management
New York
$56.6K
WS
424
Wedbush Securities
California
$56K
SCA
425
Snowden Capital Advisors
New York
$55.7K -$755 -20 -2%

SIRI Hedge Fund Activity: Q2 2023 in Review

608 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q2 2023, worth a combined $1.84B — up 13% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SIRI and 60 opened new positions — a net loss of 24 holders — while 198 trimmed existing stakes and 178 added.

The largest buyer was Pacer Advisors, adding an estimated $91.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $49.2M sold.

  • 608 institutional investors held SiriusXM (SIRI) as of Q2 2023, down from 638 in Q1 2023.
  • Funds reported $1.84B of SiriusXM stock for Q2 2023, up 13% quarter-over-quarter.
  • 60 funds opened new SiriusXM positions in Q2 2023 and 84 closed out, a net change of -24 holders.
  • The largest SiriusXM buyer in Q2 2023 was Pacer Advisors, an estimated $91.1M added.
  • The largest SiriusXM seller in Q2 2023 was Zimmer Partners, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2023.