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SiriusXM

624 hedge funds and large institutions have $3.54B invested in SiriusXM in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 235 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-35
Holders Change %
-5.31%
% of All Funds
10.99%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
162
Reduced
235
Closed
96
Calls
$77M
Puts
$39.9M
Net Calls
+$37.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
451
Wittenberg Investment Management
Massachusetts
$66K
W
452
WealthOne
New York
$66K +$61 +1 +0.1%
Pzena Investment Management
453
Pzena Investment Management
New York
$66K +$66K +1,087 New
FWCM
454
Ferguson Wellman Capital Management
Oregon
$66K +$66K +1,090 New
LWM
455
Lyell Wealth Management
California
$65K -$34.7K -570 -35%
PAS
456
Park Avenue Securities
New York
$65K -$24.6K -405 -27%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$65K -$3.74K -61 -5%
TCA
458
Transcend Capital Advisors
New Jersey
$65K
BFG
459
Bouchey Financial Group
New York
$65K
COCM
460
Charter Oak Capital Management
New Hampshire
$65K +$364 +6 +0.6%
IFAM
461
Institutional & Family Asset Management
Colorado
$65K +$36.5K +600 +128%
RWB
462
RMR Wealth Builders
New Jersey
$65K +$65K +1,063 New
IAN
463
Integrated Advisors Network
Texas
$65K +$65K +1,072 New
NAM
464
North American Management
Massachusetts
$63.9K
ST
465
Somerset Trust
Pennsylvania
$63K
CS
466
Candriam SCA
Luxembourg
$63K
NAS
467
Nicolet Advisory Services
Wisconsin
$63K
WAM
468
WNY Asset Management
New York
$63K
DIM
469
DC Investments Management
Virginia
$63K +$63K +1,033 New
TAM
470
Taurus Asset Management
New York
$62K
SFA
471
Souders Financial Advisors
Ohio
$62K +$123 +2 +0.2%
NWA
472
New World Advisors
Massachusetts
$61K -$61K -1,000 -50%
SFO
473
Stokes Family Office
Louisiana
$61K
HWMG
474
Hurlow Wealth Management Group
Indiana
$61K
WA
475
Waverly Advisors
Alabama
$61K +$120 +2 +0.2%