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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
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$399K
LCM
202
Landscape Capital Management
New Jersey
$399K -$48.2K -1,007 -9%
HW
203
Hamilton Wealth
California
$398K +$480K +10,026 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$394K -$10.7K -223 -2%
Man Group
205
Man Group
United Kingdom
$392K -$309K -6,451 Closed
SSA
206
Schonfeld Strategic Advisors
New York
$374K -$3.99M -83,344 -90%
SMC
207
Smith, Moore & Co
Missouri
$371K -$12K -250 -3%
AM
208
AGF Management
Ontario, Canada
$370K +$446K +9,321 New
LTAS
209
Linden Thomas Advisory Services
North Carolina
$366K +$17.2K +359 +4%
AFA
210
Abacus FCF Advisors
Florida
$363K +$57.2K +1,194 +15%
Principal Financial Group
211
Principal Financial Group
Iowa
$358K +$22K +459 +5%
Allianz Asset Management
212
Allianz Asset Management
Germany
$356K +$5.65K +118 +1%
CM
213
CastleKnight Management
New York
$355K +$428K +8,940 New
NAM
214
Nissay Asset Management
Japan
$354K -$15.8K -329 -4%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$351K -$13.2K -276 -3%
AWM
216
AE Wealth Management
Kansas
$349K -$2.44K -51 -0.6%
MFAM
217
Motley Fool Asset Management
Virginia
$346K +$21.3K +444 +5%
BL
218
Balentine LLC
Georgia
$336K +$281K +5,871 +227%
AIP
219
Ameritas Investment Partners
Nebraska
$335K
S
220
SimplyRich
California
$335K -$36.9K -771 -8%
AFGAS
221
Allegiance Financial Group Advisory Services
Virginia
$333K +$2.2K +46 +0.6%
NCM
222
NCM Capital Management
New Jersey
$329K
KIA
223
KCM Investment Advisors
California
$321K +$388K +8,096 New
Stifel Financial
224
Stifel Financial
Missouri
$320K +$239K +4,985 +162%
MS
225
Maven Securities
Jersey
$308K +$372K +7,770 New

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.