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SiriusXM

621 hedge funds and large institutions have $1.41B invested in SiriusXM in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-16
Holders Change %
-2.51%
% of All Funds
9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
72
Increased
199
Reduced
178
Closed
81
Calls
$153M
Puts
$220M
Net Calls
-$67.3M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
426
Ridgecrest Wealth Partners
California
$46.6K
AWM
427
Abound Wealth Management
Tennessee
$45.2K +$39 +1 +0.1%
MCM
428
Mengis Capital Management
Oregon
$44.6K +$44.6K +1,149 New
PWM
429
Palumbo Wealth Management
New York
$44K +$233 +6 +0.5%
KWA
430
Kingswood Wealth Advisors
California
$43.5K
SIS
431
Sound Income Strategies
Florida
$43.4K +$78 +2 +0.2%
MOS
432
MGO One Seven
Ohio
$43.4K -$194 -5 -0.4%
SP
433
Successful Portfolios
Florida
$43K -$660 -17 -2%
DAM
434
DLD Asset Management
New York
$42.7K
IAP
435
Indie Asset Partners
Indiana
$42.7K
FCP
436
Fidelis Capital Partners
Florida
$42.6K -$10.8K -279 -20%
WAM
437
WNY Asset Management
New York
$42.3K
CIP
438
Convergence Investment Partners
Florida
$42K -$154 -4 -0.4%
SFG
439
Sovereign Financial Group
Connecticut
$42K +$39 +1 +0.1%
UM
440
UniSuper Management
Australia
$41.9K +$21K +540 +100%
CGL
441
Clarius Group LLC
Washington
$41.6K -$3.45K -89 -8%
SPC
442
Sigma Planning Corp
Michigan
$41.6K +$41.6K +1,071 New
BFG
443
Bouchey Financial Group
New York
$40.8K
OAM
444
Ostrum Asset Management
France
$40.5K
GIA
445
Gladstone Institutional Advisory
Florida
$40.5K +$582 +15 +1%
LFA
446
LifeGuide Financial Advisors
Pennsylvania
$40.1K
EH
447
Equitable Holdings
New York
$40K -$785K -20,240 -95%
MWM
448
Moulton Wealth Management
Washington
$39.7K +$39.7K +1,024 New
SAM
449
Satovsky Asset Management
New York
$39.6K +$39.6K +1,022 New
TAM
450
Taurus Asset Management
New York
$39.6K