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Warner Bros

447 hedge funds and large institutions have $4.24B invested in Warner Bros in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 162 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 57

11% more call options, than puts

Call options by funds: $58M | Put options by funds: $52.3M

3% more funds holding

Funds holding: 434447 (+13)

2% more capital invested

Capital invested by funds: $4.17B → $4.24B (+$73.9M)

12% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 162

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
447
Holders Change
+13
Holders Change %
+3%
% of All Funds
10.24%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
72
Increased
142
Reduced
162
Closed
57
Calls
$58M
Puts
$52.3M
Net Calls
+$5.63M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Shell Asset Management
Netherlands
$17K
CHP
377
Cable Hill Partners
Oregon
$16K
PCP
378
Proficio Capital Partners
Massachusetts
$15K +$2.5K +105 +18%
PGWM
379
Parisi Gray Wealth Management
New Jersey
$13K
TODC
380
Trustees of Dartmouth College
New Hampshire
$13K +$14.5K +610 New
JA
381
JOYN Advisors
Georgia
$13K +$14.9K +627 New
MRCM
382
M&R Capital Management
New Jersey
$12K
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$13.5K +566 New
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$11K -$19.5K -821 -61%
SPIA
385
Steward Partners Investment Advisory
New York
$11K -$4.07K -171 -25%
S
386
SignatureFD
Georgia
$11K +$12.3K +516 New
GWM
387
Geneos Wealth Management
Colorado
$10K
ED
388
Exane Derivatives
France
$9.8K +$10.9K +457 New
Bessemer Group
389
Bessemer Group
New Jersey
$9K
FPFS
390
First Personal Financial Services
North Carolina
$9K
SBL
391
Sargent Bickham Lagudis
Colorado
$9K
MFW
392
Mosaic Family Wealth
Missouri
$8K -$8.8K -370 -49%
GLI
393
Guardian Life Insurance
New York
$8K -$3.47K -146 -29%
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
ZB
395
Zions Bancorporation
Utah
$8K +$3.14K +132 +59%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$7K +$1.38K +58 +21%
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$6K
IP
398
Intellectus Partners
California
$6K
IIC
399
Integrated Investment Consultants
Michigan
$6K +$6.9K +290 New
SFM
400
Signet Financial Management
New Jersey
$6K +$7.13K +300 New

WBD Hedge Fund Activity: Q1 2018 in Review

447 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q1 2018, worth a combined $4.24B — up 1.8% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WBD positions and 57 closed out — a net gain of 15 holders — while 142 added to existing stakes and 162 trimmed.

The largest buyer was Kensico Capital Management, opening a new position worth an estimated $136M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $174M.

  • 447 institutional investors held Warner Bros (WBD) as of Q1 2018, up from 434 in Q4 2017.
  • Funds reported $4.24B of Warner Bros stock for Q1 2018, up 1.8% quarter-over-quarter.
  • 72 funds opened new Warner Bros positions in Q1 2018 and 57 closed out, a net change of +15 holders.
  • The largest Warner Bros buyer in Q1 2018 was Kensico Capital Management, an estimated $136M added.
  • The largest Warner Bros seller in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2018.