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SiriusXM

638 hedge funds and large institutions have $1.63B invested in SiriusXM in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 194

0.02% more ownership

Funds ownership: 1.03%1.05% (+0.02%)

4% less funds holding

Funds holding: 667638 (-29)

21% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 81

30% less capital invested

Capital invested by funds: $2.31B → $1.63B (-$683M)

33% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $73.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
638
Holders Change
-29
Holders Change %
-4.35%
% of All Funds
10.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
64
Increased
211
Reduced
194
Closed
81
Calls
$49.6M
Puts
$73.8M
Net Calls
-$24.2M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$2K
SA
602
SRH Advisors
Kansas
$2K
CCA
603
Column Capital Advisors
Indiana
$1.99K
CHC
604
City Holding Co
West Virginia
$1.99K +$2.4K +50 New
KTC
605
Kistler-Tiffany Companies
Pennsylvania
$1.87K -$15.1K -315 -87%
Commonwealth Equity Services
606
Commonwealth Equity Services
Massachusetts
$1.85K -$570K -11,905 -20%
GI
607
Gradient Investments
Minnesota
$1.65K
CTB
608
Country Trust Bank
Illinois
$1.59K +$1.92K +40 New
FHA
609
First Horizon Advisors
Tennessee
$1.37K
AWM
610
Accel Wealth Management
Iowa
$1K
CAL
611
Capital Analysts LLC
Pennsylvania
$1K
MFA
612
McClarren Financial Advisors
Pennsylvania
$1K
BAM
613
Baldrige Asset Management
Pennsylvania
$1K +$862 +18 +225%
Loomis, Sayles & Company
614
Loomis, Sayles & Company
Massachusetts
$1K +$1.68K +35 New
PH
615
Pinnacle Holdings
Oklahoma
$993 +$1.2K +25 New
NSIM
616
North Star Investment Management
Illinois
$992
ZB
617
Zions Bancorporation
Utah
$989 +$718 +15 +150%
TWC
618
TD Waterhouse Canada
Ontario, Canada
$926
EWA
619
EP Wealth Advisors
California
$858 +$64K +1,337 +57%
PFA
620
Pathway Financial Advisers
Indiana
$849
CIA
621
Cape Investment Advisory
Georgia
$794 +$958 +20 New
TSA
622
Tri-Star Advisors
Texas
$794 +$958 +20 New
FFA
623
Farther Finance Advisors
California
$750 -$623 -13 -41%
CSWM
624
Cassady Schiller Wealth Management
Ohio
$596 -$11.5K -240 -94%
WWM
625
Wolff Wiese Magana
California
$596

SIRI Hedge Fund Activity: Q1 2023 in Review

638 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q1 2023, worth a combined $1.63B — down 30% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SIRI and 64 opened new positions — a net loss of 17 holders — while 194 trimmed existing stakes and 211 added.

The largest buyer was Zimmer Partners, adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $49.9M.

  • 638 institutional investors held SiriusXM (SIRI) as of Q1 2023, down from 667 in Q4 2022.
  • Funds reported $1.63B of SiriusXM stock for Q1 2023, down 30% quarter-over-quarter.
  • 64 funds opened new SiriusXM positions in Q1 2023 and 81 closed out, a net change of -17 holders.
  • The largest SiriusXM buyer in Q1 2023 was Zimmer Partners, an estimated $44.3M added.
  • The largest SiriusXM seller in Q1 2023 was Goldman Sachs, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2023.