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SiriusXM

606 hedge funds and large institutions have $1.79B invested in SiriusXM in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 199 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 81

0.02% less ownership

Funds ownership: 1.05%1.03% (-0.02%)

0% less funds holding

Funds holding: 608606 (-2)

2% less capital invested

Capital invested by funds: $1.84B → $1.79B (-$44.9M)

20% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 199

33% less call options, than puts

Call options by funds: $134M | Put options by funds: $200M

Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
86
Increased
160
Reduced
199
Closed
81
Calls
$134M
Puts
$200M
Net Calls
-$66.5M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M -$32.4M -697,988 -11%
BlackRock
2
BlackRock
New York
$202M -$21.4M -460,283 -9%
State Street
3
State Street
Massachusetts
$130M +$218K +4,681 +0.2%
AQR Capital Management
4
AQR Capital Management
Connecticut
$66.2M +$56.4M +1,212,916 +483%
Citigroup
5
Citigroup
New York
$64.1M +$57.3M +1,231,908 +665%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$56.5M -$1.2M -25,752 -2%
Northern Trust
7
Northern Trust
Illinois
$50.9M +$8.26M +177,670 +19%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$46.6M +$30.1M +648,211 +170%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$43.8M +$45M +968,322 New
Morgan Stanley
10
Morgan Stanley
New York
$43.1M -$6.06M -130,423 -12%
Goldman Sachs
11
Goldman Sachs
New York
$42.8M +$9.08M +195,367 +26%
Invesco
12
Invesco
Georgia
$39.2M +$7.84M +168,570 +24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$38M -$3.97M -85,332 -9%
First Trust Advisors
14
First Trust Advisors
Illinois
$29.3M +$370K +7,955 +1%
CAC
15
Cowen and Company
New York
$28.8M +$20.3M +437,600 +219%
JP Morgan Chase
16
JP Morgan Chase
New York
$24M +$256K +5,498 +1%
Legal & General Group
17
Legal & General Group
United Kingdom
$23.2M -$381K -8,204 -2%
Charles Schwab
18
Charles Schwab
California
$21.4M +$180K +3,869 +0.8%
Bank of America
19
Bank of America
North Carolina
$20.7M +$2.13M +45,749 +11%
UBS AM
20
UBS AM
Illinois
$17.9M +$1.28M +27,487 +7%
N
21
Nuveen
North Carolina
$16.6M -$5.24M -112,672 -24%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$16.5M -$589K -12,675 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$16.3M -$580K -12,476 -3%
ProShare Advisors
24
ProShare Advisors
Maryland
$16.1M +$2.53M +54,484 +18%
UBS Group
25
UBS Group
Switzerland
$15.8M +$4.83M +103,914 +42%

SIRI Hedge Fund Activity: Q3 2023 in Review

606 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q3 2023, worth a combined $1.79B — down 2.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SIRI positions and 81 closed out — a net gain of 5 holders — while 160 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $57.3M. The largest seller was Pacer Advisors, cutting an estimated $112M.

  • 606 institutional investors held SiriusXM (SIRI) as of Q3 2023, down from 608 in Q2 2023.
  • Funds reported $1.79B of SiriusXM stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 86 funds opened new SiriusXM positions in Q3 2023 and 81 closed out, a net change of +5 holders.
  • The largest SiriusXM buyer in Q3 2023 was Citigroup, an estimated $57.3M added.
  • The largest SiriusXM seller in Q3 2023 was Pacer Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2023.