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SiriusXM

660 hedge funds and large institutions have $4.16B invested in SiriusXM in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 191 increasing their positions, 189 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $37.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $3.65B → $4.16B (+$512M)

4% more funds holding

Funds holding: 637660 (+23)

1% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 189

0.08% less ownership

Funds ownership: 1.58%1.5% (-0.08%)

Holders
660
Holders Change
+23
Holders Change %
+3.61%
% of All Funds
11.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
98
Increased
191
Reduced
189
Closed
66
Calls
$64.2M
Puts
$37.2M
Net Calls
+$27M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
476
Nicolet Advisory Services
Wisconsin
$66K
ST
477
Somerset Trust
Pennsylvania
$66K
WAM
478
WNY Asset Management
New York
$66K +$63.2K +1,030 New
CS
479
Candriam SCA
Luxembourg
$65K -$33.8K -550 -35%
OPS
480
Orion Portfolio Solutions
Nebraska
$65K -$6.88K -112 -10%
HWA
481
HCR Wealth Advisors
California
$65K
TAM
482
Taurus Asset Management
New York
$65K
BW
483
Bison Wealth
Georgia
$65K +$1.23K +20 +2%
WCM
484
Weld Capital Management
New York
$65K +$62.6K +1,019 New
WCM
485
Wedge Capital Management
North Carolina
$65K +$62.7K +1,021 New
HWMG
486
Hurlow Wealth Management Group
Indiana
$64K
SFA
487
Souders Financial Advisors
Ohio
$64K
SFO
488
Stokes Family Office
Louisiana
$64K
JF
489
Jump Financial
Illinois
$64K +$61.4K +1,000 New
GAM
490
Geier Asset Management
Maryland
$64K +$66.7K +1,086 New
WA
491
Waverly Advisors
Alabama
$62K +$123 +2 +0.2%
FCA
492
FinTrust Capital Advisors
South Carolina
$60K
GWS
493
Glassman Wealth Services
Virginia
$60K +$737 +12 +1%
MF
494
Manchester Financial
California
$59K -$614 -10 -1%
FHA
495
First Horizon Advisors
Tennessee
$57K +$12.6K +206 +30%
EWM
496
Endurance Wealth Management
Rhode Island
$54K
AWA
497
Arkadios Wealth Advisors
Georgia
$53K +$48.6K +791 +1,883%
CFA
498
Carroll Financial Associates
North Carolina
$53K +$49.9K +813 +3,388%
S
499
SignatureFD
Georgia
$49K -$30.7K -500 -39%
AF
500
Advisornet Financial
Minnesota
$49K

SIRI Hedge Fund Activity: Q4 2020 in Review

660 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2020, worth a combined $4.16B — up 14% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SIRI positions and 66 closed out — a net gain of 32 holders — while 191 added to existing stakes and 189 trimmed.

The largest buyer was DSM Capital Partners, adding an estimated $97M. The largest seller was BlackRock, cutting an estimated $163M.

  • 660 institutional investors held SiriusXM (SIRI) as of Q4 2020, up from 637 in Q3 2020.
  • Funds reported $4.16B of SiriusXM stock for Q4 2020, up 14% quarter-over-quarter.
  • 98 funds opened new SiriusXM positions in Q4 2020 and 66 closed out, a net change of +32 holders.
  • The largest SiriusXM buyer in Q4 2020 was DSM Capital Partners, an estimated $97M added.
  • The largest SiriusXM seller in Q4 2020 was BlackRock, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2020.