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Warner Bros
WBD

1,217 hedge funds and large institutions have $13B invested in Warner Bros in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 387 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 60.78% → 60.71% (-0.07%)

3% less funds holding

Funds holding: 1,260 → 1,217 (-43)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

23% less capital invested

Capital invested by funds: $16.9B → $13B (-$3.91B)

26% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 522

36% less funds holding in top 10

Funds holding in top 10: 22 → 14 (-8)

60% less call options, than puts

Call options by funds: $188M | Put options by funds: $473M

Holders
1,217
Holders Change
-43
Holders Change %
-3.41%
% of All Funds
17.53%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.2%
New
114
Increased
387
Reduced
522
Closed
137
Calls
$188M
Puts
$473M
Net Calls
-$285M
Net Calls Change
-$204M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$236M
2
Bank of America
Bank of America
North Carolina
+$124M
3
State Street
State Street
Massachusetts
+$98.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$68.9M
5
Invesco
Invesco
Georgia
+$57.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$212M
2
BG
Baupost Group
Massachusetts
-$207M
3
Boston Partners
Boston Partners
Massachusetts
-$177M
4
Goldman Sachs
Goldman Sachs
New York
-$112M
5
Deutsche Bank
Deutsche Bank
Germany
-$78.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$78.8M +$9.13M +947,493 +12%
Artisan Partners
27
Artisan Partners
Wisconsin
$73.3M -$1.06M -109,848 -1%
UBS AM
28
UBS AM
Illinois
$73.2M +$663K +68,767 +0.8%
YAM
29
Yacktman Asset Management
Texas
$70.3M +$537K +55,687 +0.7%
Swiss National Bank
30
Swiss National Bank
Switzerland
$60.6M -$2.92M -302,900 -4%
Citigroup
31
Citigroup
New York
$60.5M +$26.8M +2,781,985 +67%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$60.1M +$27.3M +2,828,421 +70%
UBS Group
33
UBS Group
Switzerland
$60M +$14.2M +1,474,498 +27%
Deutsche Bank
34
Deutsche Bank
Germany
$59.6M -$78.2M -8,114,012 -54%
SCM
35
Smead Capital Management
Arizona
$57.6M -$32.9M -3,415,386 -34%
Amundi
36
Amundi
France
$57.1M -$55.5M -5,761,914 -46%
TSW
37
Thompson Siegel & Walmsley
Virginia
$53.2M +$29.2M +3,026,756 +99%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$51.9M +$10.5M +1,090,833 +22%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$50.9M +$56.1M +5,826,200 New
First Trust Advisors
40
First Trust Advisors
Illinois
$45.6M +$16.3M +1,696,311 +48%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$44.6M +$2.98M +308,771 +6%
CFM
42
Coronation Fund Managers
South Africa
$42.8M +$14M +1,455,171 +42%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$42.5M +$184K +19,083 +0.4%
Bank Julius Baer & Co
44
Bank Julius Baer & Co
Switzerland
$40.7M -$1.89M -196,280 -4%
DMC
45
Drexel Morgan & Co
Pennsylvania
$40.2M +$21.9M +2,272,245 +98%
NSCM
46
New South Capital Management
Tennessee
$39.9M -$1.05M -108,518 -2%
Millennium Management
47
Millennium Management
New York
$38.1M +$38.7M +4,015,160 +1,151%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$37.7M +$177K +18,318 +0.7%
SCP
49
Seizert Capital Partners
Michigan
$35.5M +$964K +100,000 +3%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$35.5M +$38.5M +3,992,778 +5,795%
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WBD Hedge Fund Activity: Q1 2024 in Review

1,217 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q1 2024, worth a combined $13B — down 23% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of WBD and 114 opened new positions — a net loss of 23 holders — while 522 trimmed existing stakes and 387 added.

The largest buyer was Harris Associates, adding an estimated $236M. The largest seller was Morgan Stanley, cutting an estimated $212M.

  • 1,217 institutional investors held Warner Bros (WBD) as of Q1 2024, down from 1,260 in Q4 2023.
  • Funds reported $13B of Warner Bros stock for Q1 2024, down 23% quarter-over-quarter.
  • 114 funds opened new Warner Bros positions in Q1 2024 and 137 closed out, a net change of -23 holders.
  • The largest Warner Bros buyer in Q1 2024 was Harris Associates, an estimated $236M added.
  • The largest Warner Bros seller in Q1 2024 was Morgan Stanley, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2024.