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Warner Bros
WBD

1,277 hedge funds and large institutions have $18.1B invested in Warner Bros in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 561 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 115

1.86% more ownership

Funds ownership: 57.29% → 59.15% (+1.9%)

7% more call options, than puts

Call options by funds: $505M | Put options by funds: $472M

1% more funds holding

Funds holding: 1,270 → 1,277 (+7)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

14% less capital invested

Capital invested by funds: $21B → $18.1B (-$2.93B)

31% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 561

Holders
1,277
Holders Change
+7
Holders Change %
+0.55%
% of All Funds
20.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.47%
New
130
Increased
388
Reduced
561
Closed
115
Calls
$505M
Puts
$472M
Net Calls
+$33.9M
Net Calls Change
-$146M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$434M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$232M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$204M
4
Boston Partners
Boston Partners
Massachusetts
+$129M
5
State Street
State Street
Massachusetts
+$110M

Top Sellers

1
Newport Trust Company
Newport Trust Company
District of Columbia
-$385M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$171M
3
Citadel Advisors
Citadel Advisors
Florida
-$116M
4
BlackRock
BlackRock
New York
-$98.9M
5
BC
Brahman Capital
New York
-$66.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Amundi
26
Amundi
France
$136M +$17.3M +1,336,175 +15%
UBS AM
27
UBS AM
Illinois
$131M – – –
Barclays
28
Barclays
United Kingdom
$130M +$92.8M +7,147,438 +220%
Boston Partners
29
Boston Partners
Massachusetts
$126M +$129M +9,949,825 New
SAM
30
Southeastern Asset Management
Tennessee
$124M -$457K -35,217 -0.4%
N
31
Nuveen
North Carolina
$123M +$9.3M +716,389 +8%
Swiss National Bank
32
Swiss National Bank
Switzerland
$105M -$10.4M -798,900 -9%
Artisan Partners
33
Artisan Partners
Wisconsin
$104M -$4.6M -354,739 -4%
JP Morgan Chase
34
JP Morgan Chase
New York
$103M +$15M +1,154,924 +16%
Millennium Management
35
Millennium Management
New York
$102M +$22.5M +1,736,632 +27%
YAM
36
Yacktman Asset Management
Texas
$100M +$378K +29,157 +0.4%
Ameriprise
37
Ameriprise
Minnesota
$96.5M -$7.42M -571,988 -7%
Goldman Sachs
38
Goldman Sachs
New York
$95M +$835K +64,380 +0.9%
ClearBridge Investments
39
ClearBridge Investments
New York
$91.9M -$789K -60,781 -0.8%
Korea Investment Corp
40
Korea Investment Corp
South Korea
$80M -$39.1M -3,010,425 -32%
GT
41
Glenmede Trust
Pennsylvania
$69.5M -$14.4K -1,109 -0%
First Trust Advisors
42
First Trust Advisors
Illinois
$63.6M +$35.9M +2,764,398 +120%
FCM
43
Frontier Capital Management
Massachusetts
$63.1M +$21.1M +1,627,205 +48%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$61.7M -$13.2M -1,020,216 -17%
SCM
45
Simcoe Capital Management
New York
$60.5M +$62.7M +4,827,995 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$59.4M +$4.47M +344,514 +8%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$58.4M +$13.5M +1,039,295 +29%
Wells Fargo
48
Wells Fargo
California
$53.2M +$7.6M +585,533 +16%
Empower Advisory Group
49
Empower Advisory Group
Colorado
$52.8M +$3.91M +301,029 +8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$52.2M -$5.33M -410,623 -9%
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WBD Hedge Fund Activity: Q2 2023 in Review

1,277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q2 2023, worth a combined $18.1B — down 14% from $21B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WBD positions and 115 closed out — a net gain of 15 holders — while 388 added to existing stakes and 561 trimmed.

The largest buyer was Vanguard Group, adding an estimated $434M. The largest seller was Newport Trust Company, cutting an estimated $385M.

  • 1,277 institutional investors held Warner Bros (WBD) as of Q2 2023, up from 1,270 in Q1 2023.
  • Funds reported $18.1B of Warner Bros stock for Q2 2023, down 14% quarter-over-quarter.
  • 130 funds opened new Warner Bros positions in Q2 2023 and 115 closed out, a net change of +15 holders.
  • The largest Warner Bros buyer in Q2 2023 was Vanguard Group, an estimated $434M added.
  • The largest Warner Bros seller in Q2 2023 was Newport Trust Company, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2023.