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Warner Bros
WBD

505 hedge funds and large institutions have $4.42B invested in Warner Bros in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $106M | Put options by funds: $47.3M

48% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 69

6% more funds holding

Funds holding: 476 → 505 (+29)

14% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 174

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

26% less capital invested

Capital invested by funds: $5.97B → $4.42B (-$1.55B)

Holders
505
Holders Change
+29
Holders Change %
+6.09%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
102
Increased
150
Reduced
174
Closed
69
Calls
$106M
Puts
$47.3M
Net Calls
+$58.5M
Net Calls Change
+$120M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$78M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$52.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.8M
4
BlackRock
BlackRock
New York
+$35.1M
5
CC
CQS Cayman
Cayman Islands
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
SCM
Shapiro Capital Management
Georgia
-$101M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$93.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$82.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$72.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$56M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
– -$6K -201 Closed
TG
552
TLP Group
Illinois
– -$5K -159 Closed
WWM
553
Willingdon Wealth Management
North Carolina
– -$4K -136 Closed
RMAM
554
Raab & Moskowitz Asset Management
New Jersey
– -$4K -129 Closed
APP
555
Avantax Planning Partners
Iowa
– -$3K -105 Closed
CAG
556
Csenge Advisory Group
Florida
– -$3K -99 Closed
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3K -93 Closed
CC
558
Claybrook Capital
Massachusetts
– -$2K -74 Closed
CWM
559
Cedar Wealth Management
California
– -$2K -70 Closed
RCAG
560
Rehmann Capital Advisory Group
Michigan
– -$2.18K -68 Closed
NFG
561
Next Financial Group
Texas
– -$1.89K -62 -87%
GI
562
Gradient Investments
Minnesota
– -$1K -38 Closed
MWPCG
563
Measured Wealth Private Client Group
New Hampshire
– -$1K -37 Closed
BWA
564
Burt Wealth Advisors
Maryland
– -$1K -20 Closed
CAM
565
ClariVest Asset Management
California
– +$335 +11 New
AF
566
Advisornet Financial
Minnesota
– +$609 +20 New
19 20 21 22
23

WBD Hedge Fund Activity: Q4 2018 in Review

505 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2018, worth a combined $4.42B — down 26% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WBD positions and 69 closed out — a net gain of 33 holders — while 150 added to existing stakes and 174 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $78M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $101M sold.

  • 505 institutional investors held Warner Bros (WBD) as of Q4 2018, up from 476 in Q3 2018.
  • Funds reported $4.42B of Warner Bros stock for Q4 2018, down 26% quarter-over-quarter.
  • 102 funds opened new Warner Bros positions in Q4 2018 and 69 closed out, a net change of +33 holders.
  • The largest Warner Bros buyer in Q4 2018 was JP Morgan Chase, an estimated $78M added.
  • The largest Warner Bros seller in Q4 2018 was Shapiro Capital Management, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2018.