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SiriusXM

608 hedge funds and large institutions have $1.84B invested in SiriusXM in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.63B → $1.84B (+$214M)

0% more ownership

Funds ownership: 1.05%1.05% (+0%)

5% less funds holding

Funds holding: 638608 (-30)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

19% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $105M

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

Holders
608
Holders Change
-30
Holders Change %
-4.7%
% of All Funds
9.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
178
Reduced
198
Closed
84
Calls
$84.8M
Puts
$105M
Net Calls
-$20.3M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$13.8K
CFD
502
Creative Financial Designs
Indiana
$13.6K
First Manhattan
503
First Manhattan
New York
$13.6K
FCMT
504
Founders Capital Management (Texas)
Texas
$13.6K
BIA
505
Bell Investment Advisors
California
$13.6K -$38 -1 -0.3%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$13.1K
BC
507
Bartlett & Co
Ohio
$13K
AssetMark Inc
508
AssetMark Inc
California
$12.5K
CMA
509
Cedar Mountain Advisors
Oregon
$12.4K
AA
510
Ancora Advisors
Ohio
$12.1K
TSWM
511
Tyler-Stone Wealth Management
Ohio
$12K +$9.67K +256 New
LWANC
512
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.7K
PTC
513
Private Trust Company
Ohio
$11.4K
PIAS
514
PCA Investment Advisory Services
Ohio
$11.4K +$9.48K +251 New
BONH
515
Bank of New Hampshire
New Hampshire
$11.3K
CTC
516
Central Trust Company
Missouri
$10.8K
CTA
517
Colonial Trust Advisors
South Carolina
$10.7K +$8.95K +237 New
FWM
518
Focused Wealth Management
New York
$10.4K +$76 +2 +0.9%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$10.3K -$340 -9 -4%
N
520
Natixis
France
$10.2K -$1.47M -38,953 -99%
FPFS
521
First Personal Financial Services
North Carolina
$10.2K
SWA
522
SOA Wealth Advisors
New York
$9.74K +$38 +1 +0.5%
CCA
523
Catalyst Capital Advisors
New York
$9.72K -$793 -21 -9%
BWM
524
BerganKDV Wealth Management
Minnesota
$9.51K -$793 -21 -9%
AWM
525
Avondale Wealth Management
Texas
$9.21K

SIRI Hedge Fund Activity: Q2 2023 in Review

608 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q2 2023, worth a combined $1.84B — up 13% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SIRI and 60 opened new positions — a net loss of 24 holders — while 198 trimmed existing stakes and 178 added.

The largest buyer was Pacer Advisors, adding an estimated $91.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $49.2M sold.

  • 608 institutional investors held SiriusXM (SIRI) as of Q2 2023, down from 638 in Q1 2023.
  • Funds reported $1.84B of SiriusXM stock for Q2 2023, up 13% quarter-over-quarter.
  • 60 funds opened new SiriusXM positions in Q2 2023 and 84 closed out, a net change of -24 holders.
  • The largest SiriusXM buyer in Q2 2023 was Pacer Advisors, an estimated $91.1M added.
  • The largest SiriusXM seller in Q2 2023 was Zimmer Partners, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2023.