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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
CWSR
501
Chessman Wealth Strategies RIA
Texas
$13K +$13.9K +200 New
Bessemer Group
502
Bessemer Group
New Jersey
$13K +$14.1K +202 New
VFA
503
Valeo Financial Advisors
Indiana
$12K -$2.44K -35 -15%
CHP
504
Cable Hill Partners
Oregon
$12K
DWA
505
Divergent Wealth Advisors
Utah
$12K
MIM
506
MetLife Investment Management
New Jersey
$11.2K +$12.3K +177 New
CAL
507
Capital Analysts LLC
Pennsylvania
$11K
TNBTD
508
Trustmark National Bank Trust Department
Mississippi
$11K +$11.8K +169 New
GEA
509
Glen Eagle Advisors
New Jersey
$9.48K
TWA
510
TCI Wealth Advisors
Arizona
$9K -$2.09K -30 -18%
AWM
511
AllSquare Wealth Management
New York
$9K
BFC
512
Bedel Financial Consulting
Indiana
$9K
PMFA
513
Plante Moran Financial Advisors
Michigan
$9K
RWA
514
Ropes Wealth Advisors
Massachusetts
$9K
TCM
515
TD Capital Management
Tennessee
$9K
ICM
516
IMS Capital Management
Oregon
$9K +$10.4K +150 New
PWAG
517
Polaris Wealth Advisory Group
California
$9K +$10.4K +150 New
NWM
518
Northwest Wealth Management
Iowa
$8K
WEC
519
Winslow Evans & Crocker
Massachusetts
$8K
GAM
520
Gemmer Asset Management
California
$7K
LFG
521
LifePlan Financial Group
Ohio
$7K
HI
522
Hudock Inc
Pennsylvania
$6K -$2.78K -40 -29%
AIM
523
Advantage Investment Management
Iowa
$6K
AF
524
Advisornet Financial
Minnesota
$6K
AA
525
AlphaMark Advisors
Kentucky
$6K

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.