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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
QWM
426
Quaker Wealth Management
New Jersey
$56.2K +$383 +8 +0.6%
AIM
427
Aigen Investment Management
New York
$56K -$435K -9,081 -87%
CWM
428
Cahaba Wealth Management
Georgia
$55.2K +$862 +18 +1%
SYBT
429
Stock Yards Bank & Trust
Kentucky
$55K
ZIC
430
ZWJ Investment Counsel
Georgia
$54.9K
HT
431
Headlands Technologies
Illinois
$54.4K +$65.7K +1,372 New
TPWA
432
TRUE Private Wealth Advisors
Oregon
$54.3K
HC
433
Hamilton Capital
Ohio
$54.3K +$5.03K +105 +8%
AWM
434
Apollon Wealth Management
South Carolina
$53.2K -$431 -9 -0.7%
AIMCA
435
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.8K +$63.7K +1,331 New
SGK
436
Steigerwald Gordon & Koch
Virginia
$52.8K +$63.6K +1,329 New
W
437
WealthOne
New York
$52.5K +$192 +4 +0.3%
CC
438
Corton Capital
Ontario, Canada
$51.9K +$62.6K +1,308 New
HSA
439
HBK Sorce Advisory
Pennsylvania
$51.7K -$61.3K -1,281 -50%
DILIC
440
Dai-ichi Life Insurance Company
Japan
$51.4K
TIA
441
Traphagen Investment Advisors
New Jersey
$51.4K +$62K +1,295 New
CGH
442
Crossmark Global Holdings
Texas
$51K
P
443
Pitcairn
Pennsylvania
$50.8K +$61.3K +1,280 New
IA
444
IFG Advisory
Georgia
$50.2K +$239 +5 +0.4%
IWA
445
IBEX Wealth Advisors
New Jersey
$50K
BCM
446
Brookstone Capital Management
Illinois
$49.9K +$59.9K +1,251 New
SCA
447
Snowden Capital Advisors
New York
$49.7K -$18.7K -390 -24%
ECM
448
Estabrook Capital Management
New York
$49.6K
BRWA
449
B. Riley Wealth Advisors
Florida
$49.5K -$6.08K -127 -9%
Fisher Asset Management
450
Fisher Asset Management
Washington
$49K +$59.1K +1,234 New

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.