We are live on ! Find out more
SIRI icon

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
IAIM
576
International Assets Investment Management
Florida
$12K +$12K +196 New
SWA
577
SOA Wealth Advisors
New York
$12K +$12.8K +208 New
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$11K
SFS
579
Sowell Financial Services
Arkansas
$11K +$307 +5 +3%
BFC
580
Bedel Financial Consulting
Indiana
$10K
CCMW
581
Cypress Capital Management (Wyoming)
Wyoming
$10K
NFSG
582
Newbridge Financial Services Group
Florida
$10K
TWA
583
TCI Wealth Advisors
Arizona
$10K
KFI
584
Key Financial Inc
Pennsylvania
$10K +$9.46K +154 New
AWG
585
Altus Wealth Group
Colorado
$9K +$8.6K +140 New
BBHBI
586
B, B, H, & B Inc
Alabama
$9K +$9.21K +150 New
CWA
587
Carolina Wealth Advisors
South Carolina
$8K -$1.84K -30 -18%
HI
588
Hudock Inc
Pennsylvania
$8K
Bessemer Group
589
Bessemer Group
New Jersey
$7K
CWC
590
Carolinas Wealth Consulting
North Carolina
$7K
EI
591
Ellevest Inc
New York
$7K +$860 +14 +15%
CWA
592
Clearview Wealth Advisors
Oregon
$7K +$6.26K +102 New
VFA
593
Valeo Financial Advisors
Indiana
$6K -$1.53K -25 -20%
DAM
594
Delta Asset Management
Tennessee
$6K
FHC
595
First Horizon Corporation
Tennessee
$6K
HIA
596
Harbor Investment Advisory
Maryland
$6K
HGWM
597
Harvest Group Wealth Management
Massachusetts
$6K
PFA
598
Professional Financial Advisors
Nebraska
$6K
RPWA
599
Regent Peak Wealth Advisors
Georgia
$6K +$6.08K +99 New
FF
600
FourThought Financial
Florida
$6K +$6.2K +101 New

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.