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SiriusXM

638 hedge funds and large institutions have $1.63B invested in SiriusXM in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 194

0.02% more ownership

Funds ownership: 1.03%1.05% (+0.02%)

4% less funds holding

Funds holding: 667638 (-29)

21% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 81

30% less capital invested

Capital invested by funds: $2.31B → $1.63B (-$683M)

33% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $73.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
638
Holders Change
-29
Holders Change %
-4.35%
% of All Funds
10.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
64
Increased
211
Reduced
194
Closed
81
Calls
$49.6M
Puts
$73.8M
Net Calls
-$24.2M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$22.8K
HNB
502
Huntington National Bank
Ohio
$22.4K -$6.94K -145 -20%
HIA
503
Harbor Investment Advisory
Maryland
$21.7K
GWM
504
Geneos Wealth Management
Colorado
$21K -$2.35K -49 -8%
TWM
505
Tradition Wealth Management
Minnesota
$20K +$718 +15 +3%
LF
506
Lee Financial
Texas
$18.7K
WP
507
WealthPLAN Partners
Nebraska
$18.6K +$22.4K +467 New
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$18.3K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$18.1K +$9.48K +198 +77%
CMP
510
Coston McIsaac & Partners
Maine
$18K +$479 +10 +2%
PMFA
511
Plante Moran Financial Advisors
Michigan
$17.9K
CFB
512
Cullen/Frost Bankers
Texas
$17.1K
FRA
513
Front Row Advisors
California
$17K
KA
514
Kozak & Associates
Colorado
$16.7K +$96 +2 +0.5%
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$16.7K
CFGS
516
Concourse Financial Group Securities
Alabama
$15.9K
PWMG
517
Prestige Wealth Management Group
New Jersey
$15.7K
TFGT
518
TS Financial Group (TSFG)
Illinois
$15K
GRP
519
Global Retirement Partners
California
$14.7K +$383 +8 +2%
CBT
520
Central Bank & Trust
Kentucky
$14.7K
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$13.9K -$7.14K -149 -30%
HCM
522
Hollencrest Capital Management
California
$13.1K
BTI
523
Blue Trust Inc
Georgia
$13K -$766 -16 -7%
HGERS
524
Householder Group Estate & Retirement Specialist
Arizona
$13K +$48 +1 +0.3%
SWM
525
Sugarloaf Wealth Management
Georgia
$12.8K +$48 +1 +0.3%

SIRI Hedge Fund Activity: Q1 2023 in Review

638 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q1 2023, worth a combined $1.63B — down 30% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SIRI and 64 opened new positions — a net loss of 17 holders — while 194 trimmed existing stakes and 211 added.

The largest buyer was Zimmer Partners, adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $49.9M.

  • 638 institutional investors held SiriusXM (SIRI) as of Q1 2023, down from 667 in Q4 2022.
  • Funds reported $1.63B of SiriusXM stock for Q1 2023, down 30% quarter-over-quarter.
  • 64 funds opened new SiriusXM positions in Q1 2023 and 81 closed out, a net change of -17 holders.
  • The largest SiriusXM buyer in Q1 2023 was Zimmer Partners, an estimated $44.3M added.
  • The largest SiriusXM seller in Q1 2023 was Goldman Sachs, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2023.