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SiriusXM

660 hedge funds and large institutions have $4.16B invested in SiriusXM in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 191 increasing their positions, 189 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $37.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $3.65B → $4.16B (+$512M)

4% more funds holding

Funds holding: 637660 (+23)

1% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 189

0.08% less ownership

Funds ownership: 1.58%1.5% (-0.08%)

Holders
660
Holders Change
+23
Holders Change %
+3.61%
% of All Funds
11.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
98
Increased
191
Reduced
189
Closed
66
Calls
$64.2M
Puts
$37.2M
Net Calls
+$27M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$574M -$163M -2,649,495 -23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$492M -$8.1M -131,881 -2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$319M
DCP
4
DSM Capital Partners
Florida
$239M +$97M +1,579,443 +72%
State Street
5
State Street
Massachusetts
$186M -$7.49M -121,970 -4%
KBC Group
6
KBC Group
Belgium
$135M -$1.92M -31,332 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$115M +$5.8M +94,537 +6%
ZP
8
Zimmer Partners
New York
$90.1M -$39.2M -637,649 -31%
Norges Bank
9
Norges Bank
Norway
$76.7M -$15.2M -247,615 -17%
Goldman Sachs
10
Goldman Sachs
New York
$68M -$11.7M -191,050 -15%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$67.1M -$22.8M -371,046 -26%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$65.2M +$3.04M +49,590 +5%
Northern Trust
13
Northern Trust
Illinois
$60.4M +$145K +2,357 +0.2%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$57.3M -$2.4M -39,090 -4%
N
15
Nuveen
North Carolina
$57.2M +$6.47M +105,419 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$54.8M +$7.94M +129,370 +18%
Victory Capital Management
17
Victory Capital Management
Texas
$49.7M +$6.68M +108,781 +16%
EAM
18
Eagle Asset Management
Florida
$44.1M -$3.08M -50,087 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$42.8M -$1.73M -28,256 -4%
Man Group
20
Man Group
United Kingdom
$40.6M -$7.27M -118,346 -16%
UBS AM
21
UBS AM
Illinois
$38.9M -$8.9M -144,947 -19%
CTA
22
Carillon Tower Advisers
Florida
$35.4M +$34.1M +556,090 New
Renaissance Technologies
23
Renaissance Technologies
New York
$34.6M -$77M -1,253,681 -70%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$34.2M +$3.43M +55,877 +12%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$34M -$715K -11,650 -2%

SIRI Hedge Fund Activity: Q4 2020 in Review

660 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2020, worth a combined $4.16B — up 14% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SIRI positions and 66 closed out — a net gain of 32 holders — while 191 added to existing stakes and 189 trimmed.

The largest buyer was DSM Capital Partners, adding an estimated $97M. The largest seller was BlackRock, cutting an estimated $163M.

  • 660 institutional investors held SiriusXM (SIRI) as of Q4 2020, up from 637 in Q3 2020.
  • Funds reported $4.16B of SiriusXM stock for Q4 2020, up 14% quarter-over-quarter.
  • 98 funds opened new SiriusXM positions in Q4 2020 and 66 closed out, a net change of +32 holders.
  • The largest SiriusXM buyer in Q4 2020 was DSM Capital Partners, an estimated $97M added.
  • The largest SiriusXM seller in Q4 2020 was BlackRock, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2020.