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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
CIBC World Market
376
CIBC World Market
Ontario, Canada
$312K +$254K +10,360 New
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$310K – – –
KRS
378
Kentucky Retirement Systems
Kentucky
$303K +$18.2K +742 +8%
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$301K +$245K +10,000 New
VCA
380
Verdence Capital Advisors
Maryland
$301K +$245K +10,000 New
M
381
Mirova
France
$297K +$242K +9,876 New
V
382
Veritable
Delaware
$296K -$3.97K -162 -2%
VFA
383
Valeo Financial Advisors
Indiana
$296K +$23.3K +950 +11%
AA
384
Ancora Advisors
Ohio
$294K +$3.92K +160 +2%
BIA
385
Barry Investment Advisors
Massachusetts
$292K +$238K +9,701 New
IFWM
386
Institute for Wealth Management
Colorado
$289K -$3.26K -133 -1%
CAN
387
Cetera Advisor Networks
California
$288K -$8.34K -340 -3%
JCM
388
Jag Capital Management
Missouri
$286K +$233K +9,490 New
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$285K -$8.51K -347 -4%
SEI Investments
390
SEI Investments
Pennsylvania
$277K +$226K +9,222 New
PBC
391
Pavion Blue Capital
California
$276K -$4.29K -175 -2%
AB
392
Amalgamated Bank
New York
$267K +$218K +8,886 New
GT
393
Greenleaf Trust
Michigan
$266K +$217K +8,846 New
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$265K +$172 +7 +0.1%
SMDAM
395
Sumitomo Mitsui DS Asset Management
Japan
$263K -$72.7K -2,966 -25%
BIC
396
Beach Investment Counsel
Pennsylvania
$263K -$15.3K -624 -7%
SIM
397
Sentry Investment Management
Wisconsin
$263K +$214K +8,729 New
Vontobel Holding
398
Vontobel Holding
Switzerland
$255K +$145K +5,906 New
MPPW
399
Mitchell & Pahl Private Wealth
Oklahoma
$255K +$208K +8,472 New
JMPWA
400
JP Morgan Private Wealth Advisors
California
$253K +$206K +8,410 New
14 15
16
17 18

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.