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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
TFS
501
TrustCore Financial Services
Tennessee
$6K – – –
FCA
502
FinTrust Capital Advisors
South Carolina
$5K – – –
SFM
503
Systematic Financial Management
New Jersey
$5K – – –
SPIA
504
Steward Partners Investment Advisory
New York
$4K -$23.5K -957 -88%
LC
505
Lindbrook Capital
California
$4K – – –
VCM
506
Versant Capital Management
Arizona
$4K – – –
ZB
507
Zions Bancorporation
Utah
$4K +$466 +19 +18%
PWPS
508
Pinnacle Wealth Planning Services
Ohio
$4K +$3.53K +144 New
SLF
509
Sun Life Financial
Ontario, Canada
$3K -$74 -3 -3%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
GI
511
Gradient Investments
Minnesota
$3K – – –
TWA
512
TCI Wealth Advisors
Arizona
$3K +$2.11K +86 +662%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$3K +$2.77K +113 New
CFGS
514
Concourse Financial Group Securities
Alabama
$2K – – –
EARNEST Partners
515
EARNEST Partners
Georgia
$2K – – –
HWM
516
HighMark Wealth Management
Minnesota
$2K – – –
OIA
517
Optimum Investment Advisors
Illinois
$2K – – –
SIS
518
Sound Income Strategies
Florida
$2K – – –
TPWA
519
TRUE Private Wealth Advisors
Oregon
$2K – – –
FHC
520
First Horizon Corporation
Tennessee
$2K +$490 +20 +33%
O
521
Ossiam
France
$2K +$1.32K +54 New
SWA
522
SOA Wealth Advisors
New York
$2K +$1.32K +54 New
RPWA
523
Regent Peak Wealth Advisors
Georgia
$2K +$1.52K +62 New
FF
524
FourThought Financial
Florida
$2K +$1.89K +77 New
TWM
525
Tradition Wealth Management
Minnesota
$2K +$1.96K +80 New
19 20
21
22 23

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.