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SiriusXM
SIRI

Overview Fund Activity

538 hedge funds and large institutions have $4.74B invested in SiriusXM in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+37
Holders Change %
+7.39%
% of All Funds
12.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
89
Increased
145
Reduced
144
Closed
47
Calls
$102M
Puts
$36.5M
Net Calls
+$65.3M
Net Calls Change
+$18M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$239M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$235M
3
AAMU
Amundi Asset Management US
Massachusetts
$26.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83.8M
5
MWNA
Marshall Wace North America
New York
$9.3M

Top Sellers

1
DCP
DSM Capital Partners
Florida
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$257M
3
Credit Agricole
Credit Agricole
France
$0
4
SAS
Sarbit Advisory Services
Manitoba, Canada
$0
5
State Street
State Street
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$4K – – –
MPPLM
502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K – – –
EARNEST Partners
503
EARNEST Partners
Georgia
$4K +$4K +83 New
LFA
504
Legacy Financial Advisors
Kentucky
$4K +$4K +90 New
CAW
505
Cornerstone Advisors (Washington)
Washington
$3K – – –
MRCM
506
M&R Capital Management
New Jersey
$3K – – –
FGC
507
Financial Gravity Companies
Texas
$3K +$3K +46 New
AWM
508
Aevitas Wealth Management
Massachusetts
$3K +$3K +47 New
CB
509
CNB Bank
Pennsylvania
$3K +$3K +50 New
MGIA
510
Moneta Group Investment Advisors
Missouri
$3K +$3K +55 New
AIS
511
Accurate Investment Solutions
Pennsylvania
$2K – – –
SIAP
512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K – – –
BWP
513
Baldwin Wealth Partners
Massachusetts
$2K – – –
DOA
514
D'Orazio & Associates
Virginia
$2K – – –
SA
515
SRH Advisors
Kansas
$2K – – –
OFW
516
Omnia Family Wealth
Florida
$2K – – –
ADL
517
Asset Dedication LLC
California
$2K +$2K +20 New
AF
518
Advisornet Financial
Minnesota
$2K +$2K +30 New
AssetMark Inc
519
AssetMark Inc
California
$2K +$2K +34 New
GI
520
Gradient Investments
Minnesota
$2K +$2K +42 New
OWA
521
One Wealth Advisors
California
$2K +$2K +45 New
THWM
522
Taylor Hoffman Wealth Management
Virginia
$2K +$2K +45 New
SIM
523
Sonora Investment Management
Arizona
$1.61K – – –
RFA
524
Reilly Financial Advisors
California
$1K – – –
NSIM
525
North Star Investment Management
Illinois
$1K – – –
19 20
21
22 23