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SiriusXM
SIRI

Overview Fund Activity

644 hedge funds and large institutions have $2.29B invested in SiriusXM in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 206 increasing their positions, 188 reducing their positions, and 51 closing their positions.

Holders
644
Holders Change
+40
Holders Change %
+6.62%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
96
Increased
206
Reduced
188
Closed
51
Calls
$158M
Puts
$300M
Net Calls
-$142M
Net Calls Change
-$75.5M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$220M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$35.2M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$21.5M
3
State Street
3
State Street
Massachusetts
$141M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.3M
5
Bank of America
5
Bank of America
North Carolina
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
GPFA
576
Game Plan Financial Advisors
Ohio
$5.47K 1,000 +1,000 New
RFG
577
RFP Financial Group
Georgia
$5.31K 971 – –
CT
578
Cambridge Trust
Massachusetts
$5.06K 925 – –
CTWM
579
Cherry Tree Wealth Management
Minnesota
$5.03K 920 – –
AFG
580
Albion Financial Group
Utah
$4.79K 875 – –
TSWM
581
Tyler-Stone Wealth Management
Ohio
$4.57K 835 +671 +409%
EWM
582
Evermay Wealth Management
Virginia
$4.38K 800 – –
TPCW
583
TD Private Client Wealth
New York
$4.29K 784 -477 -38%
WT
584
Whittier Trust
California
$4.2K 768 -186 -19%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$4K 665 – –
PA
586
Pineridge Advisors
Missouri
$3.94K 720 +720 New
BBPWM
587
Blue Bell Private Wealth Management
Pennsylvania
$3.83K 700 – –
IFAM
588
Institutional & Family Asset Management
Colorado
$3.77K 690 – –
GJIA
589
Glass Jacobson Investment Advisors
Maryland
$3.73K 683 +1 +0.1%
CCM
590
Copeland Capital Management
Pennsylvania
$3.22K 589 – –
SIS
591
Strategic Investment Solutions
Illinois
$3.15K 575 -35,650 -98%
BCM
592
Bluefin Capital Management
New York
$3.09K 558 +558 New
CMP
593
Coston McIsaac & Partners
Maine
$3K 550 -4,000 -88%
FFA
594
Farther Finance Advisors
California
$2.8K 512 +174 +51%
QC
595
Quent Capital
New York
$2.8K 512 +384 +300%
RG
596
Retirement Group
California
$2.74K 500 – –
SA
597
SRH Advisors
Kansas
$2.33K 425 – –
CA
598
Clearstead Advisors
Ohio
$2.22K 406 +406 New
ST
599
Smithfield Trust
Pennsylvania
$2K 396 – –
MFA
600
McClarren Financial Advisors
Pennsylvania
$2K 356 +2 +0.6%
22 23
24
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