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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
GWS
526
Glassman Wealth Services
Virginia
$1K -$221 -9 -33%
CFFP
527
Center for Financial Planning
Michigan
$1K – – –
HWA
528
HHM Wealth Advisors
Tennessee
$1K – – –
QCG
529
Quadrant Capital Group
Ohio
$1K – – –
TFO
530
Tarbox Family Office
California
$1K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$1K +$564 +23 New
IPW
532
IronBridge Private Wealth
Texas
$1K +$736 +30 New
CC
533
Cypress Capital
Tennessee
$1K +$981 +40 New
SIAG
534
Safeguard Investment Advisory Group
California
$1K +$1.47K +60 New
GFPC
535
Global Financial Private Client
Florida
$752 +$613 +25 New
PGEBT
536
Pactiv General Employee Benefit Trust
Illinois
– -$22.7M -1,041,000 Closed
GAM
537
Goldentree Asset Management
New York
– -$17.5M -801,602 Closed
Balyasny Asset Management
538
Balyasny Asset Management
Illinois
– -$5.59M -256,914 Closed
GG
539
Greenwood Gearhart
Arkansas
– -$5.45M -250,402 Closed
DA
540
Duality Advisers
Florida
– -$4.9M -225,270 Closed
Squarepoint
541
Squarepoint
New York
– -$3.57M -163,977 Closed
CA
542
CapWealth Advisors
Tennessee
– -$2.49M -114,407 Closed
MAM
543
Martingale Asset Management
Massachusetts
– -$2.15M -98,543 Closed
Parallax Volatility Advisers
544
Parallax Volatility Advisers
California
– -$2.13M -97,689 Closed
UIM
545
USS Investment Management
United Kingdom
– -$2.07M -94,900 Closed
SCI
546
Stableford Capital II
Arizona
– -$1.7M -78,084 Closed
CCM
547
Cinctive Capital Management
New York
– -$1.53M -70,527 Closed
GAI
548
General American Investors
New York
– -$1.52M -70,011 Closed
Connor, Clark & Lunn Investment Management (CC&L)
549
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.28M -58,806 Closed
EGM
550
Engineers Gate Manager
New York
– -$1.26M -57,774 Closed
20 21
22
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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.