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SiriusXM
SIRI

627 hedge funds and large institutions have $1.42B invested in SiriusXM in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 199 increasing their positions, 179 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 179

0.14% less ownership

Funds ownership: 1.09% → 0.95% (-0.14%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

2% less funds holding

Funds holding: 640 → 627 (-13)

31% less call options, than puts

Call options by funds: $153M | Put options by funds: $220M

38% less capital invested

Capital invested by funds: $2.29B → $1.42B (-$870M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
627
Holders Change
-13
Holders Change %
-2.03%
% of All Funds
9.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
75
Increased
199
Reduced
179
Closed
81
Calls
$153M
Puts
$220M
Net Calls
-$67.3M
Net Calls Change
+$74.7M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.3M
2
Invesco
Invesco
Georgia
+$11M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.91M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.57M
5
SG Americas Securities
SG Americas Securities
New York
+$6.38M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$129M
2
Goldman Sachs
Goldman Sachs
New York
-$42.3M
3
Morgan Stanley
Morgan Stanley
New York
-$30.5M
4
CAC
Cowen and Company
New York
-$26.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
601
Planning Capital Management Corporation
Pennsylvania
$776 – – –
PFA
602
Pathway Financial Advisers
Indiana
$750 – – –
FGA
603
Fortis Group Advisors
New Jersey
$660 -$808 -17 -50%
TSWM
604
Tyler-Stone Wealth Management
Ohio
$639 -$3.19K -67 -80%
CSWM
605
Cassady Schiller Wealth Management
Ohio
$582 – – –
WWM
606
Wolff Wiese Magana
California
$582 – – –
HWM
607
Horizons Wealth Management
North Carolina
$520 – – –
TWD
608
True Wealth Design
Ohio
$517 +$238 +5 +63%
FCA
609
FinTrust Capital Advisors
South Carolina
$458 – – –
MRCM
610
M&R Capital Management
New Jersey
$388 – – –
PBK
611
Peoples Bank (Kansas)
Kansas
$388 – – –
RAM
612
Riggs Asset Management
Pennsylvania
$388 – – –
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388 +$476 +10 New
PIS
614
POM Investment Strategies
North Carolina
$388 +$476 +10 New
MHR
615
Matthew Hamilton Rosenberg
$383 +$476 +10 New
ZB
616
Zions Bancorporation
Utah
$353 -$951 -20 -69%
GI
617
Gradient Investments
Minnesota
$310 -$12.6K -265 -97%
AWM
618
Avior Wealth Management
Nebraska
$263 +$333 +7 New
FGAM
619
Financial Gravity Asset Management
Texas
$212 +$285 +6 New
AFIA
620
America First Investment Advisors
Nebraska
$155 +$190 +4 New
T
621
Tidemark
California
$140 – – –
RF
622
Robinswood Financial
Washington
$76 – – –
IRC
623
Investors Research Corp
Georgia
$66 +$95 +2 New
FFWM
624
Future Financial Wealth Management
Ohio
$39 +$48 +1 New
CPG
625
Cornerstone Planning Group
New Jersey
$35 – – –
23 24
25
26 27

SIRI Hedge Fund Activity: Q1 2024 in Review

627 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q1 2024, worth a combined $1.42B — down 38% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SIRI and 75 opened new positions — a net loss of 6 holders — while 179 trimmed existing stakes and 199 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $12.3M. The largest seller was Vanguard Group, cutting an estimated $129M.

  • 627 institutional investors held SiriusXM (SIRI) as of Q1 2024, down from 640 in Q4 2023.
  • Funds reported $1.42B of SiriusXM stock for Q1 2024, down 38% quarter-over-quarter.
  • 75 funds opened new SiriusXM positions in Q1 2024 and 81 closed out, a net change of -6 holders.
  • The largest SiriusXM buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $12.3M added.
  • The largest SiriusXM seller in Q1 2024 was Vanguard Group, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2024.