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SiriusXM

640 hedge funds and large institutions have $2.29B invested in SiriusXM in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 52

27% more capital invested

Capital invested by funds: $1.79B → $2.29B (+$492M)

6% more funds holding

Funds holding: 606640 (+34)

7% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 186

0.06% more ownership

Funds ownership: 1.03%1.09% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $158M | Put options by funds: $300M

Holders
640
Holders Change
+34
Holders Change %
+5.61%
% of All Funds
9.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
199
Reduced
186
Closed
52
Calls
$158M
Puts
$300M
Net Calls
-$142M
Net Calls Change
-$75.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M +$1.75M +36,355 +0.7%
BlackRock
2
BlackRock
New York
$240M -$4.06M -84,499 -2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$220M +$147M +3,055,984 +316%
State Street
4
State Street
Massachusetts
$141M -$14.4M -300,364 -10%
Morgan Stanley
5
Morgan Stanley
New York
$88.9M +$32.3M +671,468 +70%
Citigroup
6
Citigroup
New York
$82.4M +$4.27M +88,823 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$70M +$1.5M +31,157 +2%
Goldman Sachs
8
Goldman Sachs
New York
$66.8M +$13.2M +274,157 +29%
Invesco
9
Invesco
Georgia
$54.9M +$6.58M +137,041 +16%
Northern Trust
10
Northern Trust
Illinois
$54.7M -$6.07M -126,257 -11%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$39.3M +$19.4M +403,105 +128%
CAC
12
Cowen and Company
New York
$39.3M +$3.85M +80,061 +13%
AQR Capital Management
13
AQR Capital Management
Connecticut
$35.2M -$39.4M -820,267 -56%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.3M -$10.3M -214,127 -25%
JP Morgan Chase
15
JP Morgan Chase
New York
$30.4M +$1.13M +23,623 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$29.6M -$5.21M -108,462 -17%
Charles Schwab
17
Charles Schwab
California
$27.1M +$1.05M +21,821 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$25.4M -$2.27M -47,271 -9%
Barclays
19
Barclays
United Kingdom
$22.7M +$8.8M +183,098 +79%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$21.5M -$30.6M -637,958 -62%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$20.7M +$688K +14,319 +4%
N
22
Nuveen
North Carolina
$20M +$9.03K +188 +0.1%
UBS AM
23
UBS AM
Illinois
$19.7M -$1.75M -36,452 -9%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$19.4M +$3.73M +77,694 +29%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$19.1M +$16.2M +336,477 +2,714%

SIRI Hedge Fund Activity: Q4 2023 in Review

640 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2023, worth a combined $2.29B — up 27% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SIRI positions and 52 closed out — a net gain of 39 holders — while 199 added to existing stakes and 186 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $147M. The largest seller was AQR Capital Management, cutting an estimated $39.4M.

  • 640 institutional investors held SiriusXM (SIRI) as of Q4 2023, up from 606 in Q3 2023.
  • Funds reported $2.29B of SiriusXM stock for Q4 2023, up 27% quarter-over-quarter.
  • 91 funds opened new SiriusXM positions in Q4 2023 and 52 closed out, a net change of +39 holders.
  • The largest SiriusXM buyer in Q4 2023 was Berkshire Hathaway, an estimated $147M added.
  • The largest SiriusXM seller in Q4 2023 was AQR Capital Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2023.