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SiriusXM
SIRI

Overview Fund Activity

604 hedge funds and large institutions have $1.83B invested in SiriusXM in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 178 increasing their positions, 196 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
-31
Holders Change %
-4.88%
% of All Funds
9.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
178
Reduced
196
Closed
84
Calls
$84.8M
Puts
$105M
Net Calls
-$20.3M
Net Calls Change
+$3.86M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$110M
2
State Street
2
State Street
Massachusetts
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$49.1M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$15M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$13.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$14.2M
3
BlackRock
3
BlackRock
New York
$223M
4
Norges Bank
4
Norges Bank
Norway
$3.49M
5
Citigroup
5
Citigroup
New York
$8.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
501
Creative Financial Designs
Indiana
$13.6K – – –
FCMT
502
Founders Capital Management (Texas)
Texas
$13.6K – – –
BIA
503
Bell Investment Advisors
California
$13.6K -$45 -1 -0.3%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$13.1K – – –
BC
505
Bartlett & Co
Ohio
$13K – – –
AssetMark Inc
506
AssetMark Inc
California
$12.5K – – –
CMA
507
Cedar Mountain Advisors
Oregon
$12.4K – – –
AA
508
Ancora Advisors
Ohio
$12.1K – – –
TSWM
509
Tyler-Stone Wealth Management
Ohio
$12K +$12K +256 New
LWANC
510
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.7K – – –
PTC
511
Private Trust Company
Ohio
$11.4K – – –
PIAS
512
PCA Investment Advisory Services
Ohio
$11.4K +$11.4K +251 New
BONH
513
Bank of New Hampshire
New Hampshire
$11.3K – – –
CTC
514
Central Trust Company
Missouri
$10.8K – – –
CTA
515
Colonial Trust Advisors
South Carolina
$10.7K +$10.7K +237 New
FWM
516
Focused Wealth Management
New York
$10.4K +$91 +2 +0.9%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$10.3K -$407 -9 -4%
N
518
Natixis
France
$10.2K -$1.76M -38,953 -99%
FPFS
519
First Personal Financial Services
North Carolina
$10.2K – – –
SWA
520
SOA Wealth Advisors
New York
$9.74K +$45 +1 +0.5%
CCA
521
Catalyst Capital Advisors
New York
$9.72K -$949 -21 -9%
BWM
522
BerganKDV Wealth Management
Minnesota
$9.51K -$951 -21 -9%
AWM
523
Avondale Wealth Management
Texas
$9.21K – – –
KFI
524
Key Financial Inc
Pennsylvania
$9.13K – – –
TCPG
525
Trivant Custom Portfolio Group
California
$9.06K – – –
19 20
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