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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
Brown Advisory
426
Brown Advisory
Maryland
$55.7K
EFH
427
Eaton Financial Holdings
Florida
$55.7K +$38 +1 +0.1%
CHA
428
Carmichael Hill & Associates
Maryland
$55.3K +$302 +8 +0.7%
Fisher Asset Management
429
Fisher Asset Management
Washington
$55.3K -$491 -13 -1%
P
430
Pitcairn
Pennsylvania
$54.9K -$2.57K -68 -5%
RWP
431
Ridgecrest Wealth Partners
California
$54.4K
PFO
432
Pathstone Family Office
New Jersey
$54K +$45.5K +1,206 New
Empower Advisory Group
433
Empower Advisory Group
Colorado
$53.4K -$45.6K -1,207 -51%
AWM
434
Abound Wealth Management
Tennessee
$53.2K +$491 +13 +1%
HWM
435
HB Wealth Management
Georgia
$52.4K +$2.3K +61 +6%
AAS
436
Avantax Advisory Services
Texas
$51.2K +$42.7K +1,131 New
PWM
437
Palumbo Wealth Management
New York
$50.5K +$264 +7 +0.6%
CIP
438
Convergence Investment Partners
Florida
$50K -$3.55K -94 -8%
Simplex Trading
439
Simplex Trading
Illinois
$50K +$42.3K +1,120 New
MOS
440
MGO One Seven
Ohio
$49.9K +$718 +19 +2%
IAP
441
Indie Asset Partners
Indiana
$49.8K
FFM
442
Forum Financial Management
Illinois
$49.7K +$378 +10 +0.9%
CCIA
443
Cherry Creek Investment Advisors
Colorado
$49.5K +$302 +8 +0.7%
WIM
444
Wittenberg Investment Management
Massachusetts
$48.9K
CICI
445
Capital Investment Counsel Inc
North Carolina
$48K
LFA
446
LifeGuide Financial Advisors
Pennsylvania
$47.7K
LC
447
Lindbrook Capital
California
$47.5K -$71.8K -1,900 -64%
OAM
448
Ostrum Asset Management
France
$47.4K +$38 +1 +0.1%
BFG
449
Bouchey Financial Group
New York
$47.2K
GL
450
Graypoint LLC
New York
$47.1K +$39.3K +1,041 New

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.