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SiriusXM
SIRI

Overview Fund Activity

649 hedge funds and large institutions have $5.5B invested in SiriusXM in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 255 increasing their positions, 132 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+55
Holders Change %
+9.26%
% of All Funds
14.07%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
108
Increased
255
Reduced
132
Closed
49
Calls
$55.8M
Puts
$25.2M
Net Calls
+$30.6M
Net Calls Change
+$25.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$252M
2
BlackRock
BlackRock
New York
$702M
3
Vanguard Group
Vanguard Group
Pennsylvania
$517M
4
DCP
DSM Capital Partners
Florida
$71.3M
5
JCAM
Jericho Capital Asset Management
New York
$65M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$3.58M
2
SCM
Shelton Capital Management
Colorado
$390K
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$14.5M
4
JIM
Jupiter Investment Management
United Kingdom
$3.95M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
601
Capital Analysts LLC
Pennsylvania
$4K -$4.94K -100 -55%
IFAM
602
Institutional & Family Asset Management
Colorado
$4K – – –
MRCM
603
M&R Capital Management
New Jersey
$4K – – –
WT
604
Whittier Trust
California
$4K – – –
MSA
605
Marino Stram & Associates
Massachusetts
$4K +$219 +4 +6%
CAW
606
Cornerstone Advisors (Washington)
Washington
$3K – – –
EWA
607
Evolution Wealth Advisors
Florida
$3K – – –
CB
608
CNB Bank
Pennsylvania
$3K – – –
THWM
609
Taylor Hoffman Wealth Management
Virginia
$3K – – –
VCM
610
Versant Capital Management
Arizona
$3K +$864 +19 +40%
OWA
611
One Wealth Advisors
California
$3K +$3K +46 New
JPLA
612
Joseph P. Lucia & Associates
New York
$2.15K +$2.15K +1,286 New
NFG
613
Next Financial Group
Texas
$2K -$55.7K -836 -97%
RIA
614
RPG Investment Advisory
California
$2K -$18.4K -350 -90%
GI
615
Gradient Investments
Minnesota
$2K -$3.48K -73 -63%
ADL
616
Asset Dedication LLC
California
$2K – – –
SA
617
SRH Advisors
Kansas
$2K – – –
DOA
618
D'Orazio & Associates
Virginia
$2K – – –
RFA
619
Reilly Financial Advisors
California
$2K – – –
QAM
620
QCI Asset Management
New York
$2K – – –
OIA
621
OneDigital Investment Advisors
Kansas
$2K – – –
OFW
622
Omnia Family Wealth
Florida
$2K – – –
AIC
623
Archer Investment Corporation
Indiana
$2K – – –
AWM
624
Aevitas Wealth Management
Massachusetts
$2K – – –
SIAP
625
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$279 +6 +16%
23 24
25
26 27