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Warner Bros

448 hedge funds and large institutions have $5B invested in Warner Bros in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 180 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 136

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $4.59B → $5B (+$415M)

4% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 54

1% less funds holding

Funds holding: 454448 (-6)

21% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $13.3M

Holders
448
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
11.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
56
Increased
180
Reduced
136
Closed
54
Calls
$10.6M
Puts
$13.3M
Net Calls
-$2.74M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
476
USA Financial Formulas
Michigan
-$250K -9,134 Closed
GCP
477
GSA Capital Partners
United Kingdom
-$237K -8,661 Closed
BCM
478
Bourgeon Capital Management
Connecticut
-$232K -8,450 Closed
Wolverine Trading
479
Wolverine Trading
Illinois
-$219K -7,981 Closed
ABC
480
Associated Banc-Corp
Wisconsin
-$203K -7,398 Closed
Pacer Advisors
481
Pacer Advisors
Pennsylvania
-$153K -5,568 Closed
CJA
482
C-J Advisory
California
-$14K -524 Closed
PMFA
483
Plante Moran Financial Advisors
Michigan
-$12K -439 Closed
FFW
484
Fusion Family Wealth
New York
-$10K -376 Closed
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9K -320 Closed
CHP
486
Cable Hill Partners
Oregon
-$8K -280 Closed
AA
487
Ancora Advisors
Ohio
-$5K -200 Closed
IWA
488
IBEX Wealth Advisors
New Jersey
-$5K -195 Closed
SIG
489
Stanford Investment Group
California
-$5K -178 Closed
EF
490
Empirical Finance
Pennsylvania
-$5K -150 Closed
SQA
491
Simon Quick Advisors
New Jersey
-$4K -150 Closed
GWS
492
Glassman Wealth Services
Virginia
-$3.5K -125 -89%
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
-$3K -108 Closed
FNBT
494
FineMark National Bank & Trust
Florida
-$3K -108 Closed
IPC
495
Independent Portfolio Consultants
Florida
-$2K -72 Closed
EARNEST Partners
496
EARNEST Partners
Georgia
-$2K -64 Closed
VWM
497
Valley Wealth Managers
New Jersey
-$1K -50 Closed
WPA
498
West Paces Advisors
Georgia
-$1.21K -44 Closed
KLI
499
Kelman-Lazarov Inc
Tennessee
-$520 -19 Closed

WBD Hedge Fund Activity: Q1 2017 in Review

448 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q1 2017, worth a combined $5B — up 9% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WBD positions and 54 closed out — a net gain of 2 holders — while 180 added to existing stakes and 136 trimmed.

The largest buyer was BlackRock, adding an estimated $252M. The largest seller was Tesco Pension Investment, exiting entirely with an estimated $72.4M sold.

  • 448 institutional investors held Warner Bros (WBD) as of Q1 2017, down from 454 in Q4 2016.
  • Funds reported $5B of Warner Bros stock for Q1 2017, up 9% quarter-over-quarter.
  • 56 funds opened new Warner Bros positions in Q1 2017 and 54 closed out, a net change of +2 holders.
  • The largest Warner Bros buyer in Q1 2017 was BlackRock, an estimated $252M added.
  • The largest Warner Bros seller in Q1 2017 was Tesco Pension Investment, an estimated $72.4M sold.

Based on aggregated 13F filings for Q1 2017.