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Warner Bros

505 hedge funds and large institutions have $4.42B invested in Warner Bros in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $106M | Put options by funds: $47.3M

48% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 69

6% more funds holding

Funds holding: 476505 (+29)

14% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 174

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

26% less capital invested

Capital invested by funds: $5.97B → $4.42B (-$1.55B)

Holders
505
Holders Change
+29
Holders Change %
+6.09%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
102
Increased
150
Reduced
174
Closed
69
Calls
$106M
Puts
$47.3M
Net Calls
+$58.5M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Claro Advisors
Massachusetts
$8K +$7.22K +237 New
VNA
452
Valley National Advisers
Pennsylvania
$7K +$944 +31 +12%
WTC
453
WhitTier Trust Company
Nevada
$6K
PWMG
454
Prestige Wealth Management Group
New Jersey
$6K +$7.03K +231 New
Schroder Investment Management Group
455
Schroder Investment Management Group
United Kingdom
$5.62K -$12.6M -414,950 -65%
TFA
456
Toth Financial Advisory
Virginia
$5K -$2.74K -90 -31%
CFA
457
Carroll Financial Associates
North Carolina
$5K
GRP
458
Global Retirement Partners
California
$5K +$1.43K +47 +34%
CAPTRUST Financial Advisors
459
CAPTRUST Financial Advisors
North Carolina
$5K +$2.47K +81 +74%
CFG
460
Citizens Financial Group
Rhode Island
$5K +$6.09K +200 New
TL
461
TrueWealth LLC
Georgia
$5K +$6.09K +200 New
PG
462
Patten Group
Tennessee
$5K +$6.15K +202 New
BCA
463
Berman Capital Advisors
Georgia
$5K +$7.28K +239 New
CTC
464
Central Trust Company
Missouri
$4K
LWM
465
Liberty Wealth Management
California
$4K +$5.18K +170 New
APA
466
American Portfolios Advisors
New York
$3.66K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$3K
OIA
468
OneDigital Investment Advisors
Kansas
$3K
PHK
469
Point72 Hong Kong
Hong Kong
$3K +$3.29K +108 +600%
AIA
470
Alera Investment Advisors
Illinois
$3K +$3.78K +124 New
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$3K +$3.96K +130 New
LC
472
Lindbrook Capital
California
$3K +$3.96K +130 New
WANY
473
Wealthspire Advisors (New York)
New York
$3K +$3.99K +131 New
AAMU
474
Amundi Asset Management US
Massachusetts
$2.56K -$6.19M -203,384 -66%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$2.52K

WBD Hedge Fund Activity: Q4 2018 in Review

505 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2018, worth a combined $4.42B — down 26% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WBD positions and 69 closed out — a net gain of 33 holders — while 150 added to existing stakes and 174 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $78M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $101M sold.

  • 505 institutional investors held Warner Bros (WBD) as of Q4 2018, up from 476 in Q3 2018.
  • Funds reported $4.42B of Warner Bros stock for Q4 2018, down 26% quarter-over-quarter.
  • 102 funds opened new Warner Bros positions in Q4 2018 and 69 closed out, a net change of +33 holders.
  • The largest Warner Bros buyer in Q4 2018 was JP Morgan Chase, an estimated $78M added.
  • The largest Warner Bros seller in Q4 2018 was Shapiro Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2018.