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SiriusXM

602 hedge funds and large institutions have $1.79B invested in SiriusXM in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
86
Increased
160
Reduced
197
Closed
81
Calls
$134M
Puts
$200M
Net Calls
-$66.5M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
551
Cherry Tree Wealth Management
Minnesota
$4.16K
FAM
552
Flaharty Asset Management
Florida
$4.07K +$4.07K +90 New
AFG
553
Albion Financial Group
Utah
$3.96K +$3.96K +88 New
EARNEST Partners
554
EARNEST Partners
Georgia
$3.74K
EWM
555
Evermay Wealth Management
Virginia
$3.62K
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$3.16K -$2.26K -50 -42%
IFAM
557
Institutional & Family Asset Management
Colorado
$3.12K
GJIA
558
Glass Jacobson Investment Advisors
Maryland
$3.08K
BFEC
559
Benjamin F. Edwards & Company
Missouri
$3K
SIS
560
Sound Income Strategies
Florida
$2.69K -$819 -18 -23%
CCM
561
Copeland Capital Management
Pennsylvania
$2.66K -$127K -2,815 -98%
CAS
562
Coppell Advisory Solutions
Texas
$2.34K
GI
563
Gradient Investments
Minnesota
$2.33K
CCA
564
Column Capital Advisors
Indiana
$2.26K
RG
565
Retirement Group
California
$2.26K
ST
566
Smithfield Trust
Pennsylvania
$2K
EA
567
Evolution Advisers
Virginia
$2K
SSG
568
Summit Securities Group
New York
$2K +$977 +21 +95%
SA
569
SRH Advisors
Kansas
$1.92K
GWS
570
Glassman Wealth Services
Virginia
$1.55K +$954 +21 +162%
FFA
571
Farther Finance Advisors
California
$1.53K +$899 +20 +143%
ICM
572
Intrepid Capital Management
Florida
$1.47K
HCP
573
Hexagon Capital Partners
Arkansas
$1.36K -$1.13K -25 -45%
Legacy Financial Group (Iowa)
574
Legacy Financial Group (Iowa)
Iowa
$1.36K +$1.36K +30 New
ZB
575
Zions Bancorporation
Utah
$1.32K