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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
SIAG
551
Signet Investment Advisory Group
Rhode Island
$19K +$18.4K +300 New
SL
552
Savior LLC
Massachusetts
$18K -$8.04K -131 -31%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$18K -$6.14K -100 -26%
JWA
554
JFS Wealth Advisors
Pennsylvania
$18K
FPS
555
Fieldpoint Private Securities
Connecticut
$18K +$16.9K +276 New
CMA
556
Cedar Mountain Advisors
Oregon
$17K
HFM
557
Harvest Fund Management
China
$17K +$16.5K +268 New
APWM
558
Atlas Private Wealth Management
New York
$16K +$61 +1 +0.4%
CTC
559
Central Trust Company
Missouri
$15K -$6.14K -100 -29%
BWM
560
BerganKDV Wealth Management
Minnesota
$15K
KFS
561
Kelly Financial Services
Massachusetts
$14.8K
FPFS
562
First Personal Financial Services
North Carolina
$14K
RIM
563
Rockbridge Investment Management
New York
$14K
SWM
564
Selective Wealth Management
Virginia
$14K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$14K +$368 +6 +3%
CWP
566
Concord Wealth Partners
Virginia
$14K +$13.1K +214 New
JPLA
567
Joseph P. Lucia & Associates
New York
$14K +$13.8K +224 New
APWA
568
Atlas Private Wealth Advisors
New Jersey
$13K
AWM
569
Atticus Wealth Management
Florida
$13K
AWM
570
Avondale Wealth Management
Texas
$13K
GAM
571
Gemmer Asset Management
California
$13K
CCA
572
Childress Capital Advisors
Texas
$13K +$12.2K +199 New
TIAM2
573
Tru Independence Asset Management 2
Oregon
$13K +$12.3K +200 New
GEA
574
Glen Eagle Advisors
New Jersey
$12.7K
GRP
575
Global Retirement Partners
California
$12K

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.