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Warner Bros
WBD

543 hedge funds and large institutions have $6.85B invested in Warner Bros in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $4.38B → $6.85B (+$2.47B)

46% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 68

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

5% more funds holding

Funds holding: 516 → 543 (+27)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 206

44% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $123M

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
99
Increased
151
Reduced
206
Closed
68
Calls
$68.9M
Puts
$123M
Net Calls
-$54.4M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$314M
2
Morgan Stanley
Morgan Stanley
New York
+$205M
3
Nomura Holdings
Nomura Holdings
Japan
+$185M
4
JG
Jefferies Group
New York
+$64.5M
5
Deutsche Bank
Deutsche Bank
Germany
+$60.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$102M
2
ClearBridge Investments
ClearBridge Investments
New York
-$74.5M
3
BlackRock
BlackRock
New York
-$55.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$35.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AII
351
AGF Investments Inc
Ontario, Canada
$381K -$30K -1,224 -9%
LAM
352
Lingohr Asset Management
Germany
$379K – – –
E
353
Ergoteles
New York
$370K +$302K +12,301 New
TAM
354
Tocqueville Asset Management
New York
$366K -$42.9K -1,751 -13%
LWAM
355
Legacy Wealth Asset Management
Minnesota
$361K +$294K +11,987 New
FA
356
FDx Advisors
Illinois
$359K +$8.07K +329 +3%
AWM
357
AE Wealth Management
Kansas
$352K +$1.94K +79 +0.7%
TRCT
358
Tower Research Capital (TRC)
New York
$350K +$167K +6,792 +141%
OMC
359
Old Mission Capital
Illinois
$350K +$286K +11,661 New
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$348K +$286K +11,658 New
PK
361
Pflug Koory
Nebraska
$345K -$22.1K -900 -7%
TRSOTSOK
362
Teachers Retirement System of the State of Kentucky
Kentucky
$343K -$123K -5,000 -31%
EMPI
363
Elo Mutual Pension Insurance
Finland
$343K +$279K +11,389 New
SICM
364
Sustainable Insight Capital Management
New York
$343K +$279K +11,400 New
IC
365
Intersect Capital
California
$342K -$5.47K -223 -2%
WJWM
366
Williams Jones Wealth Management
New York
$341K -$8.34K -340 -3%
CGH
367
Crossmark Global Holdings
Texas
$339K -$64.2K -2,620 -19%
CIM
368
Contravisory Investment Management
Massachusetts
$333K +$271K +11,061 New
CG
369
Colony Group
Massachusetts
$332K +$31.2K +1,272 +13%
AA
370
ALPS Advisors
Colorado
$331K -$8.21K -335 -3%
Mariner
371
Mariner
Kansas
$323K +$263K +10,732 New
IG
372
ING Group
Netherlands
$320K +$261K +10,634 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K +$251K +10,257 +4,103%
RHDIC
374
R.H. Dinel Investment Counsel
California
$314K – – –
PP
375
Prudential plc
United Kingdom
$312K +$27.1K +1,104 +12%
13 14
15
16 17

WBD Hedge Fund Activity: Q4 2020 in Review

543 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2020, worth a combined $6.85B — up 56% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WBD positions and 68 closed out — a net gain of 31 holders — while 151 added to existing stakes and 206 trimmed.

The largest buyer was Credit Suisse, adding an estimated $314M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 543 institutional investors held Warner Bros (WBD) as of Q4 2020, up from 516 in Q3 2020.
  • Funds reported $6.85B of Warner Bros stock for Q4 2020, up 56% quarter-over-quarter.
  • 99 funds opened new Warner Bros positions in Q4 2020 and 68 closed out, a net change of +31 holders.
  • The largest Warner Bros buyer in Q4 2020 was Credit Suisse, an estimated $314M added.
  • The largest Warner Bros seller in Q4 2020 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2020.