We are live on ! Find out more
SIRI icon

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
MIFH
501
Migdal Insurance & Financial Holdings
Israel
$49K +$28.2K +460 +149%
TCM
502
TD Capital Management
Tennessee
$48K +$123 +2 +0.3%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$47K -$26K -423 -36%
WTC
504
WhitTier Trust Company
Nevada
$47K
PCG
505
Private Capital Group
Connecticut
$47K +$3.99K +65 +10%
LWM
506
Liberty Wealth Management
California
$46K +$61 +1 +0.1%
ICP
507
Interchange Capital Partners
Pennsylvania
$44K +$43K +700 New
SWM
508
Sugarloaf Wealth Management
Georgia
$43K +$61 +1 +0.1%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$6.14K +100 +17%
WEC
510
Winslow Evans & Crocker
Massachusetts
$43K +$36.8K +600 +811%
APP
511
Alpha Paradigm Partners
Illinois
$41K +$39K +636 New
CG
512
Cutler Group
California
$40K +$35K +570 +814%
TWM
513
Tradition Wealth Management
Minnesota
$40K +$38.4K +626 New
CFGS
514
Concourse Financial Group Securities
Alabama
$39K
LC
515
Lindbrook Capital
California
$39K +$553 +9 +2%
PVH
516
Psagot Value Holdings
Israel
$38K -$1.35K -22 -4%
VBCG
517
Valley Brook Capital Group
Pennsylvania
$38K +$37.3K +608 New
AA
518
Ancora Advisors
Ohio
$35K
PMFA
519
Plante Moran Financial Advisors
Michigan
$34K -$3.07K -50 -9%
CAAS
520
Capital Asset Advisory Services
Michigan
$34K +$33.2K +540 New
BC
521
Bartlett & Co
Ohio
$32K
CB
522
Community Bank
New York
$32K
JCM
523
Jacobi Capital Management
Pennsylvania
$32K
BCWM
524
Bartlett & Co Wealth Management
Ohio
$31.6K
IFAM
525
Institutional & Family Asset Management
Colorado
$30K

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.