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SiriusXM

469 hedge funds and large institutions have $4.85B invested in SiriusXM in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 108 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $61.9M | Put options by funds: $11.9M

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $4.54B → $4.85B (+$310M)

2.26% more ownership

Funds ownership: 0%2.26% (+2.3%)

2% more funds holding

Funds holding: 459469 (+10)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 170

Holders
469
Holders Change
+10
Holders Change %
+2.18%
% of All Funds
11.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
64
Increased
108
Reduced
170
Closed
47
Calls
$61.9M
Puts
$11.9M
Net Calls
+$49.9M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
426
Royal Fund Management
Florida
$5K +$5K +115 New
PSW
427
Portfolio Strategies (Washington)
Washington
$5K +$5.22K +120 New
DAM
428
Delta Asset Management
Tennessee
$4K
EWM
429
Evercore Wealth Management
New York
$4K
GI
430
Gradient Investments
Minnesota
$4K
HI
431
Hudock Inc
Pennsylvania
$4K
JCM
432
Jacobi Capital Management
Pennsylvania
$4K
KF
433
Krilogy Financial
Missouri
$4K
MCM
434
Manchester Capital Management
Vermont
$4K
RWA
435
Ropes Wealth Advisors
Massachusetts
$4K
TDC
436
Thompson Davis & Co
Virginia
$4K
EARNEST Partners
437
EARNEST Partners
Georgia
$4K +$3.61K +83 New
WT
438
Whittier Trust
California
$3K -$6.79K -156 -67%
MRCM
439
M&R Capital Management
New Jersey
$3K +$2.17K +50 +250%
HIM
440
Hillsdale Investment Management
Ontario, Canada
$2K -$305 -7 -12%
CAW
441
Cornerstone Advisors (Washington)
Washington
$2K
DOA
442
D'Orazio & Associates
Virginia
$2K
SA
443
SRH Advisors
Kansas
$2K
SIAP
444
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$1.61K +37 New
BA
445
BCM Advisors
Louisiana
$2K +$1.87K +43 New
GRP
446
Global Retirement Partners
California
$2K +$2K +46 New
SIM
447
Sonora Investment Management
Arizona
$1.33K
RFA
448
Reilly Financial Advisors
California
$1K -$1.3K -30 -60%
WTB
449
Washington Trust Bank
Washington
$1K -$1.26K -29 -55%
AIS
450
Accurate Investment Solutions
Pennsylvania
$1K

SIRI Hedge Fund Activity: Q4 2016 in Review

469 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2016, worth a combined $4.85B — up 6.8% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SIRI positions and 47 closed out — a net gain of 17 holders — while 108 added to existing stakes and 170 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $725M. The largest seller was Renaissance Technologies, cutting an estimated $87.3M.

  • 469 institutional investors held SiriusXM (SIRI) as of Q4 2016, up from 459 in Q3 2016.
  • Funds reported $4.85B of SiriusXM stock for Q4 2016, up 6.8% quarter-over-quarter.
  • 64 funds opened new SiriusXM positions in Q4 2016 and 47 closed out, a net change of +17 holders.
  • The largest SiriusXM buyer in Q4 2016 was Berkshire Hathaway, an estimated $725M added.
  • The largest SiriusXM seller in Q4 2016 was Renaissance Technologies, an estimated $87.3M sold.

Based on aggregated 13F filings for Q4 2016.