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SiriusXM
SIRI

633 hedge funds and large institutions have $5.66B invested in SiriusXM in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 54

55% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $27.2M

21% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 156

12% more capital invested

Capital invested by funds: $5.03B → $5.66B (+$625M)

8% more funds holding

Funds holding: 587 → 633 (+46)

0.02% less ownership

Funds ownership: 1.81% → 1.79% (-0.02%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
633
Holders Change
+46
Holders Change %
+7.84%
% of All Funds
12.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
107
Increased
188
Reduced
156
Closed
54
Calls
$42.1M
Puts
$27.2M
Net Calls
+$14.9M
Net Calls Change
+$19.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$159M
2
Renaissance Technologies
Renaissance Technologies
New York
+$125M
3
First Trust Advisors
First Trust Advisors
Illinois
+$39.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$27.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$271M
2
BAWC
Black-and-white Capital
California
-$36.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$30.3M
4
LP
LMR Partners
United Kingdom
-$28.1M
5
CC
Crosslink Capital
California
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
601
McIlrath & Eck
Washington
$3K +$2.69K +40 +2,000%
IA
602
IndexIQ Advisors
New York
$3K +$2.96K +44 New
CCA
603
Column Capital Advisors
Indiana
$3K +$3.37K +50 New
AIC
604
Archer Investment Corporation
Indiana
$2K – – –
ADL
605
Asset Dedication LLC
California
$2K – – –
CG
606
Cutler Group
California
$2K – – –
MAM
607
Meeder Asset Management
Ohio
$2K – – –
NSIM
608
North Star Investment Management
Illinois
$2K – – –
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$2K +$1.75K +26 New
MRCM
610
M&R Capital Management
New Jersey
$1K -$3.37K -50 -71%
FEG
611
Financial Enhancement Group
Indiana
$1K – – –
RFA
612
Reilly Financial Advisors
California
$1K – – –
RAM
613
Riggs Asset Management
Pennsylvania
$1K – – –
SFSIG
614
San Francisco Sentry Investment Group
California
$1K – – –
SBL
615
Sargent Bickham Lagudis
Colorado
$1K – – –
SWM
616
Selective Wealth Management
Virginia
$1K – – –
TFO
617
Tarbox Family Office
California
$1K – – –
WCG
618
Weaver Consulting Group
California
$1K – – –
IWP
619
IAG Wealth Partners
Wisconsin
$1K +$472 +7 New
WFMPM
620
Woodley Farra Manion Portfolio Management
Indiana
$1K +$606 +9 New
WB
621
Webster Bank
Connecticut
$1K +$674 +10 New
RCA
622
Ranch Capital Advisors
Florida
$1K +$809 +12 New
CWP
623
CFM Wealth Partners
Texas
$1K +$1.35K +20 New
LFA
624
Lighthouse Financial Advisors
Maryland
$1K +$1.35K +20 New
AC
625
Asio Capital
Kentucky
$7 +$6.74K +100 New
23 24
25
26 27

SIRI Hedge Fund Activity: Q4 2019 in Review

633 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2019, worth a combined $5.66B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SIRI positions and 54 closed out — a net gain of 53 holders — while 188 added to existing stakes and 156 trimmed.

The largest buyer was BlackRock, adding an estimated $159M. The largest seller was Invesco, cutting an estimated $271M.

  • 633 institutional investors held SiriusXM (SIRI) as of Q4 2019, up from 587 in Q3 2019.
  • Funds reported $5.66B of SiriusXM stock for Q4 2019, up 12% quarter-over-quarter.
  • 107 funds opened new SiriusXM positions in Q4 2019 and 54 closed out, a net change of +53 holders.
  • The largest SiriusXM buyer in Q4 2019 was BlackRock, an estimated $159M added.
  • The largest SiriusXM seller in Q4 2019 was Invesco, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2019.