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SiriusXM
SIRI

594 hedge funds and large institutions have $4.36B invested in SiriusXM in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 159 increasing their positions, 166 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 78

2% more funds holding

Funds holding: 585 → 594 (+9)

4% more call options, than puts

Call options by funds: $124M | Put options by funds: $120M

0.01% less ownership

Funds ownership: 1.77% → 1.77% (-0.01%)

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 166

12% less capital invested

Capital invested by funds: $4.98B → $4.36B (-$620M)

Holders
594
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
13.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
96
Increased
159
Reduced
166
Closed
78
Calls
$124M
Puts
$120M
Net Calls
+$4.81M
Net Calls Change
-$63.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$32M
2
O
OppenheimerFunds
New York
+$31.9M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$27.1M
4
JIM
Jupiter Investment Management
United Kingdom
+$26.2M
5
Bank of America
Bank of America
North Carolina
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
2
NSCM
New South Capital Management
Tennessee
-$61.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$51.5M
4
Morgan Stanley
Morgan Stanley
New York
-$35.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
651
Divergent Wealth Advisors
Utah
– -$12K -200 Closed
FANJ
652
Financial Architects (New Jersey)
New Jersey
– -$13K -200 Closed
ICM
653
IMS Capital Management
Oregon
– -$9K -150 Closed
PWAG
654
Polaris Wealth Advisory Group
California
– -$9K -150 Closed
AA
655
AlphaMark Advisors
Kentucky
– -$6K -100 Closed
KF
656
Krilogy Financial
Missouri
– -$6K -100 Closed
AW
657
Alpha Windward
Massachusetts
– -$5K -72 Closed
OWA
658
One Wealth Advisors
California
– -$3K -46 Closed
OSAM
659
O'Shaughnessy Asset Management
Connecticut
– -$2K -29 Closed
SWMG
660
Signature Wealth Management Group
Georgia
– -$1K -20 Closed
AAP
661
Arax Advisory Partners
Colorado
– -$1K -18 Closed
Lazard Asset Management
662
Lazard Asset Management
New York
– -$1K -18 Closed
ML
663
McAdam LLC
Pennsylvania
– -$1K -15 Closed
GRP
664
Global Retirement Partners
California
– -$1K -10 Closed
SWA
665
Sutton Wealth Advisors
Florida
– -$632 -10 Closed
TC
666
Trilogy Capital
California
– -$1K -10 Closed
BHWM
667
Bay Harbor Wealth Management
Maryland
– +$61 +1 New
WCM
668
WealthBridge Capital Management
Ohio
– +$243 +4 New
PWM
669
PRW Wealth Management
Massachusetts
– +$365 +6 New
AC
670
Avestar Capital
New York
– +$426 +7 New
23 24 25 26
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SIRI Hedge Fund Activity: Q4 2018 in Review

594 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2018, worth a combined $4.36B — down 12% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SIRI positions and 78 closed out — a net gain of 18 holders — while 159 added to existing stakes and 166 trimmed.

The largest buyer was BlackRock, adding an estimated $32M. The largest seller was Fidelity Investments, cutting an estimated $122M.

  • 594 institutional investors held SiriusXM (SIRI) as of Q4 2018, up from 585 in Q3 2018.
  • Funds reported $4.36B of SiriusXM stock for Q4 2018, down 12% quarter-over-quarter.
  • 96 funds opened new SiriusXM positions in Q4 2018 and 78 closed out, a net change of +18 holders.
  • The largest SiriusXM buyer in Q4 2018 was BlackRock, an estimated $32M added.
  • The largest SiriusXM seller in Q4 2018 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2018.