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Warner Bros
WBD

516 hedge funds and large institutions have $4.38B invested in Warner Bros in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 199 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

5% more capital invested

Capital invested by funds: $4.19B → $4.38B (+$195M)

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

0% less funds holding

Funds holding: 517 → 516 (-1)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 199

50% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $64.9M

Holders
516
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
62
Increased
168
Reduced
199
Closed
61
Calls
$32.4M
Puts
$64.9M
Net Calls
-$32.5M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$103M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$15M
4
SO
STRS Ohio
Ohio
+$13.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$9.44M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$46.1M
2
Wells Fargo
Wells Fargo
California
-$23.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.4M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$13.6M
5
ZP
Zimmer Partners
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
476
Advisory Services Network
Georgia
$5K +$4.72K +216 New
CT
477
Caldwell Trust
Florida
$4.35K – – –
HFS
478
HBC Financial Services
Washington
$4K -$7.86K -360 -64%
PA
479
Parallel Advisors
California
$4K -$5.07K -232 -58%
BCA
480
Berman Capital Advisors
Georgia
$4K – – –
SFM
481
Systematic Financial Management
New Jersey
$4K – – –
CCM
482
Chiron Capital Management
Florida
$4K +$3.54K +162 New
NIC
483
Northwest Investment Counselors
Oregon
$4K +$4.3K +197 New
TFS
484
TrustCore Financial Services
Tennessee
$4K +$4.37K +200 New
GI
485
Gradient Investments
Minnesota
$3K – – –
LC
486
Lindbrook Capital
California
$3K – – –
VCM
487
Versant Capital Management
Arizona
$3K – – –
ZB
488
Zions Bancorporation
Utah
$2K -$415 -19 -15%
CFGS
489
Concourse Financial Group Securities
Alabama
$2K – – –
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
OIA
491
Optimum Investment Advisors
Illinois
$2K – – –
SLF
492
Sun Life Financial
Ontario, Canada
$2K +$87 +4 +4%
AWM
493
Adams Wealth Management
Utah
$2K +$1.77K +81 New
BAM
494
Bellevue Asset Management
Washington
$1K – – –
CFFP
495
Center for Financial Planning
Michigan
$1K – – –
EARNEST Partners
496
EARNEST Partners
Georgia
$1K – – –
GWS
497
Glassman Wealth Services
Virginia
$1K – – –
HWA
498
HHM Wealth Advisors
Tennessee
$1K – – –
HWM
499
HighMark Wealth Management
Minnesota
$1K – – –
PWMG
500
Prestige Wealth Management Group
New Jersey
$1K – – –
18 19
20
21 22

WBD Hedge Fund Activity: Q3 2020 in Review

516 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q3 2020, worth a combined $4.38B — up 4.7% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WBD positions and 61 closed out — a net gain of 1 holder — while 168 added to existing stakes and 199 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was ClearBridge Investments, cutting an estimated $46.1M.

  • 516 institutional investors held Warner Bros (WBD) as of Q3 2020, down from 517 in Q2 2020.
  • Funds reported $4.38B of Warner Bros stock for Q3 2020, up 4.7% quarter-over-quarter.
  • 62 funds opened new Warner Bros positions in Q3 2020 and 61 closed out, a net change of +1 holder.
  • The largest Warner Bros buyer in Q3 2020 was BlackRock, an estimated $103M added.
  • The largest Warner Bros seller in Q3 2020 was ClearBridge Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q3 2020.