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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
AW
551
Avion Wealth
Texas
$9K +$431 +9 +6%
FPFS
552
First Personal Financial Services
North Carolina
$8.93K
SWA
553
SOA Wealth Advisors
New York
$8.48K +$48 +1 +0.5%
AWM
554
Avondale Wealth Management
Texas
$8.07K
KFI
555
Key Financial Inc
Pennsylvania
$8K -$9.2K -192 -49%
GEA
556
Glen Eagle Advisors
New Jersey
$7.94K
CAM
557
Chesapeake Asset Management
New York
$7.94K +$9.58K +200 New
TCPG
558
Trivant Custom Portfolio Group
California
$7.94K +$9.58K +200 New
EWM
559
Evermay Wealth Management
Virginia
$6.53K
MFT
560
Moisand Fitzgerald Tamayo
Florida
$6.27K
AWM
561
Atticus Wealth Management
Florida
$6.22K +$48 +1 +0.6%
CCMW
562
Cypress Capital Management (Wyoming)
Wyoming
$5.96K
BF
563
BOK Financial
Oklahoma
$5.96K +$7.18K +150 New
LS
564
Livforsakringsbolaget Skandia
Sweden
$5.82K
TWA
565
TCI Wealth Advisors
Arizona
$5.56K -$239 -5 -3%
CWA
566
Carolina Wealth Advisors
South Carolina
$5.28K
KFS
567
Kelly Financial Services
Massachusetts
$5.26K
LFG
568
Larson Financial Group
Missouri
$5.1K +$48 +1 +0.8%
SWG
569
Summit Wealth Group
Vermont
$5K +$95K +1,983 New
GWSG
570
GPS Wealth Strategies Group
Colorado
$4.79K +$5.79K +121 New
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$4.76K
AIP
572
Ahrens Investment Partners
Louisiana
$4.76K +$5.75K +120 New
CUAMC
573
China Universal Asset Management Company
China
$4.67K +$5.65K +118 New
WTC
574
WhitTier Trust Company
Nevada
$4.59K
HS
575
Horan Securities
United States
$4.49K +$48 +1 +0.9%

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.