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SiriusXM
SIRI

Overview Fund Activity

644 hedge funds and large institutions have $2.29B invested in SiriusXM in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 206 increasing their positions, 188 reducing their positions, and 51 closing their positions.

Holders
644
Holders Change
+40
Holders Change %
+6.62%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
96
Increased
206
Reduced
188
Closed
51
Calls
$158M
Puts
$300M
Net Calls
-$142M
Net Calls Change
-$75.5M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$35.2M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$21.5M
3
State Street
3
State Street
Massachusetts
$141M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.3M
5
Bank of America
5
Bank of America
North Carolina
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
426
HBK Sorce Advisory
Pennsylvania
$67K 12,250 -727 -6%
CHA
427
Carmichael Hill & Associates
Maryland
$66.6K 12,174 +168 +1%
BFS
428
Bard Financial Services
Connecticut
$66.2K 12,100 -2,500 -17%
HAG
429
HighPoint Advisor Group
Illinois
$66K 16,988 +16,988 New
RWP
430
Ridgecrest Wealth Partners
California
$65.6K 12,000 – –
FL
431
Fort LP
Maryland
$64.5K 11,787 -11,954 -50%
AWM
432
Abound Wealth Management
Tennessee
$63.7K 11,641 +10 +0.1%
CGL
433
Clarius Group LLC
Washington
$63.6K 11,623 +187 +2%
BCI
434
Brinker Capital Investments
Pennsylvania
$63.5K 11,593 +422 +4%
OPS
435
Orion Portfolio Solutions
Nebraska
$63.5K 11,593 +422 +4%
CAG
436
Crestwood Advisors Group
Massachusetts
$63.4K 11,585 – –
VNA
437
Valley National Advisers
Pennsylvania
$63K 11,631 +1 +0%
MTIM
438
Marathon Trading Investment Management
Pennsylvania
$62.2K 11,374 +9,074 +395%
QFA
439
Quantum Financial Advisors
California
$62.2K 11,369 +11,369 New
PWM
440
Palumbo Wealth Management
New York
$61.6K 11,270 +61 +0.5%
SP
441
Successful Portfolios
Florida
$61.5K 11,240 -2,685 -19%
MOS
442
MGO One Seven
Ohio
$61.5K 11,236 -9,826 -47%
QCG
443
Quadrant Capital Group
Ohio
$61.3K 11,201 -985 -8%
KWA
444
Kingswood Wealth Advisors
California
$61.3K 11,200 +11,200 New
SIS
445
Sound Income Strategies
Florida
$61.1K 11,169 +10,575 +1,780%
RIA
446
Regal Investment Advisors
Michigan
$60.5K 11,068 -3,871 -26%
IAP
447
Indie Asset Partners
Indiana
$60.2K 11,000 – –
DAM
448
DLD Asset Management
New York
$60.2K 11,000 +11,000 New
CIP
449
Convergence Investment Partners
Florida
$60K 10,959 -159 -1%
DGAM
450
Desjardins Global Asset Management
Quebec, Canada
$60K 10,953 +157 +1%
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