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Warner Bros
WBD

606 hedge funds and large institutions have $6.37B invested in Warner Bros in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 201 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 46

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

28% more capital invested

Capital invested by funds: $4.97B → $6.37B (+$1.4B)

17% more funds holding

Funds holding: 518 → 606 (+88)

14% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 176

63% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $118M

Holders
606
Holders Change
+88
Holders Change %
+16.99%
% of All Funds
11.94%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
144
Increased
201
Reduced
176
Closed
46
Calls
$44.1M
Puts
$118M
Net Calls
-$74.2M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$144M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
3
BlackRock
BlackRock
New York
+$65.2M
4
Ameriprise
Ameriprise
Minnesota
+$53.1M
5
Prudential Financial
Prudential Financial
New Jersey
+$43.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
3
JP Morgan Chase
JP Morgan Chase
New York
-$73.7M
4
ZP
Zimmer Partners
New York
-$33.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
576
Ameritas Investment Company
Nebraska
$2K -$6.84K -227 -76%
EARNEST Partners
577
EARNEST Partners
Georgia
$2K – – –
OIA
578
Optimum Investment Advisors
Illinois
$2K – – –
BAM
579
Bellevue Asset Management
Washington
$2K +$603 +20 New
IA
580
IndexIQ Advisors
New York
$2K +$1.51K +50 New
PA
581
Procyon Advisors
Connecticut
$2K +$1.78K +59 New
APWM
582
Atlas Private Wealth Management
New York
$2K +$1.81K +60 New
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$2K +$1.84K +61 New
ADL
584
Asset Dedication LLC
California
$2K +$1.99K +66 +6,600%
BL
585
Balentine LLC
Georgia
$2K +$2.08K +69 New
BWM
586
BerganKDV Wealth Management
Minnesota
$1K – – –
Fidelity International
587
Fidelity International
Bermuda
$1K +$211 +7 +27%
SL
588
Savior LLC
Massachusetts
$1K +$482 +16 New
AS
589
Altshuler Shaham
Israel
$1K +$663 +22 +220%
WCM
590
Wealthcare Capital Management
Virginia
$1K +$904 +30 New
EWM
591
EPG Wealth Management
Georgia
$1K +$934 +31 New
APC
592
Aspire Private Capital
North Carolina
$1K +$1.15K +38 New
LAS
593
Lloyd Advisory Services
Georgia
$1K +$1.15K +38 New
CFFP
594
Center for Financial Planning
Michigan
$1K +$1.21K +40 New
QT
595
Quantbot Technologies
New York
$1K +$1.21K +40 New
LWM
596
Lionsbridge Wealth Management
Florida
$1K +$1.78K +59 New
LP
597
LMR Partners
United Kingdom
$227 -$399K -13,242 -66%
PGAM
598
Princeton Global Asset Management
New Jersey
$12 -$11.1K -370 -50%
BA
599
Bridgewater Associates
Connecticut
– -$13.6M -510,926 Closed
Credit Agricole
600
Credit Agricole
France
– -$10.3M -340,930 -100%
22 23
24
25 26

WBD Hedge Fund Activity: Q4 2019 in Review

606 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2019, worth a combined $6.37B — up 28% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WBD positions and 46 closed out — a net gain of 98 holders — while 201 added to existing stakes and 176 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $144M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 606 institutional investors held Warner Bros (WBD) as of Q4 2019, up from 518 in Q3 2019.
  • Funds reported $6.37B of Warner Bros stock for Q4 2019, up 28% quarter-over-quarter.
  • 144 funds opened new Warner Bros positions in Q4 2019 and 46 closed out, a net change of +98 holders.
  • The largest Warner Bros buyer in Q4 2019 was Boston Partners, an estimated $144M added.
  • The largest Warner Bros seller in Q4 2019 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2019.