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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
SSB
526
Sandy Spring Bank
Maryland
$12.7K
AF
527
Advisornet Financial
Minnesota
$12.1K -$383 -8 -3%
FCMT
528
Founders Capital Management (Texas)
Texas
$12K
First Manhattan
529
First Manhattan
New York
$11.9K -$7.04K -147 -33%
CFD
530
Creative Financial Designs
Indiana
$11.9K -$4.79K -100 -25%
BIA
531
Bell Investment Advisors
California
$11.9K +$479 +10 +3%
JWA
532
JFS Wealth Advisors
Pennsylvania
$11.8K -$1.87K -39 -12%
BCWM
533
Bartlett & Co Wealth Management
Ohio
$11.5K
BC
534
Bartlett & Co
Ohio
$11K
AssetMark Inc
535
AssetMark Inc
California
$10.9K -$7.28K -152 -36%
CMA
536
Cedar Mountain Advisors
Oregon
$10.9K
PP
537
Pacifica Partners
Canada
$10.8K
AA
538
Ancora Advisors
Ohio
$10.6K
EWA
539
EverSource Wealth Advisors
Alabama
$10.5K
LWANC
540
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
ETC
541
Exchange Traded Concepts
Oklahoma
$10.2K -$5.51K -115 -31%
PTC
542
Private Trust Company
Ohio
$9.99K +$3.88K +81 +47%
BONH
543
Bank of New Hampshire
New Hampshire
$9.93K -$12K -250 -50%
IAIM
544
International Assets Investment Management
Florida
$9.52K -$52.8K -1,103 -82%
CTC
545
Central Trust Company
Missouri
$9.49K -$1.92K -40 -14%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$9.41K -$3.54K -74 -24%
CT
547
Colonial Trust
South Carolina
$9.41K
CCA
548
Catalyst Capital Advisors
New York
$9.35K -$3.26K -68 -22%
BWM
549
BerganKDV Wealth Management
Minnesota
$9.18K -$575 -12 -5%
FWM
550
Focused Wealth Management
New York
$9.06K +$48 +1 +0.4%

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.