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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
CC
676
Cipher Capital
New York
-$113K -1,931 Closed
MWM
677
MinichMacGregor Wealth Management
New York
-$90.9K -1,556 Closed
LFA
678
Legacy Financial Advisors
Kentucky
-$83.2K -1,425 Closed
IAN
679
Integrated Advisors Network
Texas
-$76.9K -1,316 Closed
IAA
680
Independent Advisor Alliance
North Carolina
-$71 -1,211 Closed
UPC
681
Utah Peaks Capital
Utah
-$56.1K -1,171 Closed
RMDI
682
R.M. Davis Inc
Maine
-$68K -1,165 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
683
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$66.2K -1,134 Closed
BPA
684
Beacon Pointe Advisors
California
-$63.4K -1,086 Closed
NWM
685
NEIRG Wealth Management
Massachusetts
-$59.7K -1,022 Closed
FHA
686
Flagship Harbor Advisors
Massachusetts
-$58.9K -1,009 Closed
AS
687
Altshuler Shaham
Israel
-$44K -753 Closed
AWM
688
Accurate Wealth Management
Florida
-$30.1K -509 Closed
MSCM
689
McElhenny Sheffield Capital Management
Texas
-$29.2K -500 Closed
MCC
690
Money Concepts Capital
Florida
-$27.9K -478 Closed
TWA
691
Tandem Wealth Advisors
Arizona
-$14.6K -250 Closed
USCWA
692
U.S. Capital Wealth Advisors
Texas
-$14.3K -246 Closed
RTC
693
Riverview Trust Company
Washington
-$13K -231 Closed
ACP
694
Arcus Capital Partners
Georgia
-$12.6K -216 Closed
DFCM
695
Dark Forest Capital Management
Puerto Rico
-$11.7K -200 Closed
DIP
696
DT Investment Partners
Pennsylvania
-$8.76K -150 Closed
CA
697
Clearstead Advisors
Ohio
-$6.27K -107 Closed
GWS
698
Glassman Wealth Services
Virginia
-$5.58K -96 Closed
JMF
699
Johnson Midwest Financial
Iowa
-$5K -86 Closed
CL
700
CSS LLC
Illinois
-$3.16K -66 Closed

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.