We are live on ! Find out more
SIRI icon

SiriusXM

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

179% more call options, than puts

Call options by funds: $102M | Put options by funds: $36.5M

89% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 47

7% more funds holding

Funds holding: 501538 (+37)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.04% less ownership

Funds ownership: 1.99%1.95% (-0.04%)

7% less capital invested

Capital invested by funds: $5.08B → $4.74B (-$338M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
538
Holders Change
+37
Holders Change %
+7.39%
% of All Funds
12.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
501
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K
WT
502
Whittier Trust
California
$4K
EARNEST Partners
503
EARNEST Partners
Georgia
$4K +$4.58K +83 New
LFA
504
Legacy Financial Advisors
Kentucky
$4K +$4.97K +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 +$2.54K +46 New
AWM
508
Aevitas Wealth Management
Massachusetts
$3K +$2.6K +47 New
CB
509
CNB Bank
Pennsylvania
$3K +$2.76K +50 New
MGIA
510
Moneta Group Investment Advisors
Missouri
$3K +$3.04K +55 New
AIS
511
Accurate Investment Solutions
Pennsylvania
$2K
BWP
512
Baldwin Wealth Partners
Massachusetts
$2K
DOA
513
D'Orazio & Associates
Virginia
$2K
OFW
514
Omnia Family Wealth
Florida
$2K
SA
515
SRH Advisors
Kansas
$2K
SIAP
516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
ADL
517
Asset Dedication LLC
California
$2K +$1.1K +20 New
AF
518
Advisornet Financial
Minnesota
$2K +$1.66K +30 New
AssetMark Inc
519
AssetMark Inc
California
$2K +$1.88K +34 New
GI
520
Gradient Investments
Minnesota
$2K +$2.32K +42 New
OWA
521
One Wealth Advisors
California
$2K +$2.49K +45 New
THWM
522
Taylor Hoffman Wealth Management
Virginia
$2K +$2.49K +45 New
SIM
523
Sonora Investment Management
Arizona
$1.61K
CFA
524
Carroll Financial Associates
North Carolina
$1K
NSIM
525
North Star Investment Management
Illinois
$1K