We are live on ! Find out more
WBD icon

Warner Bros
WBD

543 hedge funds and large institutions have $6.85B invested in Warner Bros in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $4.38B → $6.85B (+$2.47B)

46% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 68

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

5% more funds holding

Funds holding: 516 → 543 (+27)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 206

44% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $123M

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
99
Increased
151
Reduced
206
Closed
68
Calls
$68.9M
Puts
$123M
Net Calls
-$54.4M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$314M
2
Morgan Stanley
Morgan Stanley
New York
+$205M
3
Nomura Holdings
Nomura Holdings
Japan
+$185M
4
JG
Jefferies Group
New York
+$64.5M
5
Deutsche Bank
Deutsche Bank
Germany
+$60.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$102M
2
ClearBridge Investments
ClearBridge Investments
New York
-$74.5M
3
BlackRock
BlackRock
New York
-$55.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$35.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
476
Rockbridge Investment Management
New York
$18K – – –
S
477
SignatureFD
Georgia
$18K +$1.37K +56 +10%
BBHC
478
Brown Brothers Harriman & Co
New York
$18K +$9.54K +389 +185%
GCM
479
Gables Capital Management
Florida
$17K – – –
GWM
480
Geneos Wealth Management
Colorado
$17K +$30.9K +1,260 +450%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
DA
482
Denali Advisors
California
$15K – – –
CPFP
483
Clear Perspectives Financial Planning
Ohio
$15K +$12.5K +509 New
RCC
484
Red Cedar Capital
Nebraska
$12K -$152K -6,183 -94%
M
485
MOTCO
Texas
$12K – – –
PFPT
486
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K – – –
GFP
487
Gryphon Financial Partners
Ohio
$12K +$9.49K +387 New
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
PGAM
489
Princeton Global Asset Management
New Jersey
$11K – – –
BCA
490
Berman Capital Advisors
Georgia
$10K +$4K +163 +82%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$9K +$539 +22 +8%
PA
492
Parallel Advisors
California
$9K +$3.11K +127 +74%
FFA
493
Freedman Financial Associates
Massachusetts
$9K +$7.11K +290 New
EIM
494
Essex Investment Management
Massachusetts
$8K – – –
PWMG
495
Prestige Wealth Management Group
New Jersey
$8K +$6.18K +252 +933%
HFS
496
HBC Financial Services
Washington
$7K – – –
WTC
497
WhitTier Trust Company
Nevada
$7K – – –
SQA
498
Simon Quick Advisors
New Jersey
$7K +$5.64K +230 New
CT
499
Caldwell Trust
Florida
$6.02K – – –
ASN
500
Advisory Services Network
Georgia
$6K – – –
18 19
20
21 22

WBD Hedge Fund Activity: Q4 2020 in Review

543 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2020, worth a combined $6.85B — up 56% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WBD positions and 68 closed out — a net gain of 31 holders — while 151 added to existing stakes and 206 trimmed.

The largest buyer was Credit Suisse, adding an estimated $314M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 543 institutional investors held Warner Bros (WBD) as of Q4 2020, up from 516 in Q3 2020.
  • Funds reported $6.85B of Warner Bros stock for Q4 2020, up 56% quarter-over-quarter.
  • 99 funds opened new Warner Bros positions in Q4 2020 and 68 closed out, a net change of +31 holders.
  • The largest Warner Bros buyer in Q4 2020 was Credit Suisse, an estimated $314M added.
  • The largest Warner Bros seller in Q4 2020 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2020.