We are live on ! Find out more
WBD icon

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
GFP
401
Gryphon Financial Partners
Ohio
$5K -$1.71K -72 -25%
MI
402
Markston International
New York
$5K
VNA
403
Valley National Advisers
Pennsylvania
$5K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$4.35K +$4.83K +203 New
CFA
405
Carroll Financial Associates
North Carolina
$4K
VIA
406
Vantage Investment Advisors
Pennsylvania
$4K
IBOK
407
Independence Bank of Kentucky
Kentucky
$4K +$4.3K +181 New
Nomura Holdings
408
Nomura Holdings
Japan
$3.66K +$1.92M +80,920 +90%
APA
409
American Portfolios Advisors
New York
$3.17K
CTC
410
Central Trust Company
Missouri
$3K
KA
411
Kaizen Advisory
Illinois
$3K
PWM
412
Perigon Wealth Management
California
$3K
BFEC
413
Benjamin F. Edwards & Company
Missouri
$2K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$2K
LFA
415
Legacy Financial Advisors
Kentucky
$2K
OIA
416
OneDigital Investment Advisors
Kansas
$2K
EARNEST Partners
417
EARNEST Partners
Georgia
$2K +$761 +32 +50%
CWM
418
Cedar Wealth Management
California
$2K +$1.67K +70 New
CC
419
Claybrook Capital
Massachusetts
$2K +$1.76K +74 New
BFC
420
Bedel Financial Consulting
Indiana
$2K +$1.78K +75 New
OIA
421
Optimum Investment Advisors
Illinois
$2K +$1.78K +75 New
FCAG
422
First Capital Advisors Group
New Jersey
$2K +$2.02K +85 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.16K +91 New
APP
424
Avantax Planning Partners
Iowa
$2K +$2.5K +105 New
PCG
425
Private Capital Group
Connecticut
$1K -$5.95K -250 -87%

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.