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Warner Bros

407 hedge funds and large institutions have $4.44B invested in Warner Bros in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

9% less funds holding

Funds holding: 447407 (-40)

18% less call options, than puts

Call options by funds: $20M | Put options by funds: $24.4M

20% less capital invested

Capital invested by funds: $5.54B → $4.44B (-$1.1B)

48% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 75

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
407
Holders Change
-40
Holders Change %
-8.95%
% of All Funds
11.36%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
39
Increased
153
Reduced
145
Closed
75
Calls
$20M
Puts
$24.4M
Net Calls
-$4.39M
Net Calls Change
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$239K -$118K -4,000 -31%
B
302
Barings
North Carolina
$239K +$32.5K +1,100 +14%
BGDI
303
BW Gestao de Investimentos
Brazil
$238K
EVM
304
Eaton Vance Management
Massachusetts
$238K
GLA
305
Great Lakes Advisors
Illinois
$228K -$1.24K -42 -0.5%
SIM
306
Sentry Investment Management
Wisconsin
$228K
KIA
307
King Investment Advisors
Texas
$227K -$553K -18,685 -68%
TMAM
308
Tokio Marine Asset Management
Japan
$227K
CIA
309
Choate Investment Advisors
Massachusetts
$223K -$10.6K -359 -4%
SCM
310
Shelton Capital Management
Colorado
$215K
LIA
311
LS Investment Advisors
Michigan
$214K +$26.5K +897 +12%
OA
312
Oak Associates
Ohio
$203K
EA
313
Euclid Advisors
Connecticut
$196K -$3.79M -128,105 -94%
MERSOM
314
Municipal Employees' Retirement System of Michigan
Michigan
$191K +$86.1K +2,910 +66%
SIG
315
Schooner Investment Group
Pennsylvania
$190K -$148K -5,000 -40%
Simplex Trading
316
Simplex Trading
Illinois
$187K +$213K +7,192 New
ST
317
Smithfield Trust
Pennsylvania
$172K
BC
318
Bartlett & Co
Ohio
$164K
Creative Planning
319
Creative Planning
Kansas
$162K +$184K +6,213 New
PHK
320
Point72 Hong Kong
Hong Kong
$149K +$169K +5,724 New
GT
321
Glenmede Trust
Pennsylvania
$141K -$61.5K -2,080 -28%
WBC
322
Westpac Banking Corp
Australia
$129K +$118K +3,985 +411%
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$124K +$18.9K +639 +16%
Walleye Trading
324
Walleye Trading
New York
$119K -$1.05M -35,540 -89%
FCT
325
Family Capital Trust
Massachusetts
$110K -$3.42M -115,530 -96%

WBD Hedge Fund Activity: Q3 2015 in Review

407 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q3 2015, worth a combined $4.44B — down 20% from $5.54B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WBD and 39 opened new positions — a net loss of 36 holders — while 145 trimmed existing stakes and 153 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $173M. The largest seller was Sands Capital Management, exiting entirely with an estimated $50.4M sold.

  • 407 institutional investors held Warner Bros (WBD) as of Q3 2015, down from 447 in Q2 2015.
  • Funds reported $4.44B of Warner Bros stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Warner Bros positions in Q3 2015 and 75 closed out, a net change of -36 holders.
  • The largest Warner Bros buyer in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $173M added.
  • The largest Warner Bros seller in Q3 2015 was Sands Capital Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q3 2015.