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SiriusXM
SIRI

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: 638 → 608 (-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

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91.1M
2
State Street
State Street
Massachusetts
+$16.7M
3
Morgan Stanley
Morgan Stanley
New York
+$15.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.3M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$49.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$25.7M
3
BlackRock
BlackRock
New York
-$24.9M
4
Norges Bank
Norges Bank
Norway
-$24M
5
Citigroup
Citigroup
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
551
CGC Financial Services
Oregon
$4.53K +$3.78K +100 New
JFG
552
Jefferies Financial Group
New York
$4.45K -$468K -12,402 -99%
RFG
553
RFP Financial Group
Georgia
$4.4K – – –
CTWM
554
Cherry Tree Wealth Management
Minnesota
$4.17K +$3.48K +92 New
EARNEST Partners
555
EARNEST Partners
Georgia
$3.75K – – –
EWM
556
Evermay Wealth Management
Virginia
$3.62K -$3.21K -85 -52%
WT
557
Whittier Trust
California
$3.47K – – –
SIS
558
Sound Income Strategies
Florida
$3.47K +$151 +4 +5%
GWMIA
559
Global Wealth Management Investment Advisory
Florida
$3.4K +$2.83K +75 New
EC
560
Elequin Capital
New York
$3.28K +$2.72K +72 New
SS
561
Sunbelt Securities
Texas
$3.17K – – –
IFAM
562
Institutional & Family Asset Management
Colorado
$3.13K – – –
GJIA
563
Glass Jacobson Investment Advisors
Maryland
$3.09K +$2.57K +68 New
BFEC
564
Benjamin F. Edwards & Company
Missouri
$3K – – –
MRCM
565
M&R Capital Management
New Jersey
$2.72K – – –
HCP
566
Hexagon Capital Partners
Arkansas
$2.49K – – –
GI
567
Gradient Investments
Minnesota
$2.34K +$378 +10 +24%
CCA
568
Column Capital Advisors
Indiana
$2.27K – – –
RG
569
Retirement Group
California
$2.27K – – –
CHC
570
City Holding Co
West Virginia
$2.26K – – –
KTC
571
Kistler-Tiffany Companies
Pennsylvania
$2.13K – – –
SIS
572
Strategic Investment Solutions
Illinois
$2.13K – – –
EA
573
Evolution Advisers
Virginia
$2K – – –
ST
574
Smithfield Trust
Pennsylvania
$2K – – –
CAS
575
Coppell Advisory Solutions
Texas
$1.73K +$1.51K +40 New
21 22
23
24 25

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.