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SiriusXM

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: 640627 (-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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
676
Regal Investment Advisors
Michigan
-$60.5K -1,107 Closed
BFG
677
Berger Financial Group
Minnesota
-$59.6K -1,089 Closed
BP
678
Ballentine Partners
Massachusetts
-$58.8K -1,075 Closed
GSIAS
679
Garden State Investment Advisory Services
New Jersey
-$57K -1,042 Closed
JF
680
JSF Financial
California
-$55.7K -1,018 Closed
LIWM
681
Long Island Wealth Management
New York
-$54K -984 Closed
OP
682
ORG Partners
Indiana
-$49.2K -900 Closed
RFA
683
Resurgent Financial Advisors
Georgia
-$41.8K -765 Closed
TWM
684
Tradition Wealth Management
Minnesota
-$28K -515 Closed
BWM
685
BKM Wealth Management
Wisconsin
-$27.4K -500 Closed
LF
686
Lee Financial
Texas
-$25.7K -470 Closed
CC
687
Centiva Capital
New York
-$20.7K -435 Closed
PIM
688
Plato Investment Management
Australia
-$23.7K -433 Closed
FCMT
689
Founders Capital Management (Texas)
Texas
-$16.4K -300 Closed
SSG
690
Summit Securities Group
New York
-$13.4K -281 Closed
ACA
691
Atlas Capital Advisors
Wyoming
-$15.3K -280 Closed
TWA
692
Tandem Wealth Advisors
Arizona
-$13.7K -250 Closed
HIM
693
Hillsdale Investment Management
Ontario, Canada
-$13.1K -240 Closed
FWM
694
Focused Wealth Management
New York
-$12.7K -232 Closed
FPFS
695
First Personal Financial Services
North Carolina
-$12.3K -225 Closed
LFA
696
Livelsberger Financial Advisory
Ohio
-$11.7K -215 Closed
RIM
697
Rockbridge Investment Management
New York
-$11.8K -215 Closed
NFA
698
Northwest Financial Advisors
Virginia
-$11.3K -206 Closed
SSB
699
Sandy Spring Bank
Maryland
-$9.28K -170 Closed
EC
700
EdgeRock Capital
Colorado
-$7.18K -139 Closed

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.