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SiriusXM

585 hedge funds and large institutions have $4.98B invested in SiriusXM in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 173 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $148M | Put options by funds: $79.6M

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

18% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 147

4% more funds holding

Funds holding: 561585 (+24)

0.12% less ownership

Funds ownership: 1.89%1.77% (-0.12%)

13% less capital invested

Capital invested by funds: $5.71B → $4.98B (-$730M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
585
Holders Change
+24
Holders Change %
+4.28%
% of All Funds
13.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
84
Increased
173
Reduced
147
Closed
56
Calls
$148M
Puts
$79.6M
Net Calls
+$68.5M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
476
Avantax Planning Partners
Iowa
$21K +$22.8K +327 New
AF
477
Allworth Financial
California
$20K
MUS
478
Mitsubishi UFJ Securities
Japan
$20K
QCG
479
Quadrant Capital Group
Ohio
$20K
CAG
480
Csenge Advisory Group
Florida
$20K +$22.8K +328 New
CBOA
481
Commonwealth Bank of Australia
Australia
$19K
CCMW
482
Cypress Capital Management (Wyoming)
Wyoming
$19K
PO
483
Private Ocean
California
$19K
SF
484
Synovus Financial
Georgia
$19K
JWA
485
JFS Wealth Advisors
Pennsylvania
$18K
LWM
486
Lenox Wealth Management
Ohio
$18K
BBA
487
Braun-Bostich & Associates
Pennsylvania
$17K -$139 -2 -0.7%
FPS
488
Fieldpoint Private Securities
Connecticut
$17K
YWP
489
YorkBridge Wealth Partners
New York
$17K
BFEC
490
Benjamin F. Edwards & Company
Missouri
$15K
BAM
491
Bruderman Asset Management
New York
$15K +$70 +1 +0.4%
NAMA
492
Nikko Asset Management Americas
New York
$15K +$16.6K +238 New
BWM
493
BerganKDV Wealth Management
Minnesota
$14K
PFBT
494
Parkside Financial Bank & Trust
Missouri
$14K +$70 +1 +0.5%
CFA
495
Carroll Financial Associates
North Carolina
$14K +$13.9K +200 +833%
AWM
496
Avondale Wealth Management
Texas
$13K
CBT
497
Capital Bank & Trust
California
$13K
HIIFS
498
Harel Insurance Investments & Financial Services
Israel
$13K
TCM
499
Tradewinds Capital Management
Washington
$13K
FANJ
500
Financial Architects (New Jersey)
New Jersey
$13K +$13.2K +190 +1,900%

SIRI Hedge Fund Activity: Q3 2018 in Review

585 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q3 2018, worth a combined $4.98B — down 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SIRI positions and 56 closed out — a net gain of 28 holders — while 173 added to existing stakes and 147 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.4M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 585 institutional investors held SiriusXM (SIRI) as of Q3 2018, up from 561 in Q2 2018.
  • Funds reported $4.98B of SiriusXM stock for Q3 2018, down 13% quarter-over-quarter.
  • 84 funds opened new SiriusXM positions in Q3 2018 and 56 closed out, a net change of +28 holders.
  • The largest SiriusXM buyer in Q3 2018 was Wells Fargo, an estimated $31.4M added.
  • The largest SiriusXM seller in Q3 2018 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2018.