We are live on ! Find out more
SIRI icon

SiriusXM

500 hedge funds and large institutions have $5.22B invested in SiriusXM in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $43.8M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

4% more funds holding

Funds holding: 483500 (+17)

0.2% less ownership

Funds ownership: 2.23%2.03% (-0.2%)

3% less capital invested

Capital invested by funds: $5.4B → $5.22B (-$182M)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

Holders
500
Holders Change
+17
Holders Change %
+3.52%
% of All Funds
12.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
62
Increased
144
Reduced
156
Closed
40
Calls
$94.5M
Puts
$43.8M
Net Calls
+$50.7M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
426
Alpha Omega Wealth Management
Virginia
$27K
NC
427
NewSquare Capital
Pennsylvania
$27K
RA
428
Rational Advisors
New York
$27K +$6.13K +120 +32%
RIA
429
RPG Investment Advisory
California
$27K +$24.9K +488 New
JAM
430
Jolley Asset Management
North Carolina
$25K
EFSCE
431
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$1.58K -31 -7%
NFG
432
Next Financial Group
Texas
$23K
EWM
433
Edge Wealth Management
New York
$21K
CBT
434
Central Bank & Trust
Kentucky
$20K -$3.06K -60 -14%
SFPIA
435
Stevens First Principles Investment Advisors
California
$19K
QCG
436
Quadrant Capital Group
Ohio
$18K
Simplex Trading
437
Simplex Trading
Illinois
$18K +$17K +333 New
MUS
438
Mitsubishi UFJ Securities
Japan
$17K
FAM
439
Fred Alger Management
New York
$17K +$5.26K +103 +50%
GEA
440
Glen Eagle Advisors
New Jersey
$16.4K
IIC
441
Integrated Investment Consultants
Michigan
$16K
TCM
442
Tradewinds Capital Management
Washington
$16K +$1.02K +20 +8%
JWA
443
JFS Wealth Advisors
Pennsylvania
$15K +$7.71K +151 +118%
YWP
444
YorkBridge Wealth Partners
New York
$14K +$766 +15 +6%
BTIS
445
BB&T Investment Services
North Carolina
$14K +$1.53K +30 +15%
CTC
446
Central Trust Company
Missouri
$13K -$1.07K -21 -8%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$13K +$12.3K +240 New
OIA
448
OneDigital Investment Advisors
Kansas
$12K +$10.7K +210 New
CHP
449
Cable Hill Partners
Oregon
$11K
LWM
450
Lenox Wealth Management
Ohio
$11K

SIRI Hedge Fund Activity: Q2 2017 in Review

500 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q2 2017, worth a combined $5.22B — down 3.4% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SIRI positions and 40 closed out — a net gain of 22 holders — while 144 added to existing stakes and 156 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $95.5M. The largest seller was Berkshire Hathaway, cutting an estimated $176M.

  • 500 institutional investors held SiriusXM (SIRI) as of Q2 2017, up from 483 in Q1 2017.
  • Funds reported $5.22B of SiriusXM stock for Q2 2017, down 3.4% quarter-over-quarter.
  • 62 funds opened new SiriusXM positions in Q2 2017 and 40 closed out, a net change of +22 holders.
  • The largest SiriusXM buyer in Q2 2017 was Arrowstreet Capital, an estimated $95.5M added.
  • The largest SiriusXM seller in Q2 2017 was Berkshire Hathaway, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2017.