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Warner Bros

1,148 hedge funds and large institutions have $12.3B invested in Warner Bros in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 356 increasing their positions, 476 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more call options, than puts

Call options by funds: $323M | Put options by funds: $271M

12% more capital invested

Capital invested by funds: $11B → $12.3B (+$1.35B)

0.69% more ownership

Funds ownership: 60.26%60.95% (+0.69%)

4% less funds holding

Funds holding: 1,1931,148 (-45)

25% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 476

27% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 137

Holders
1,148
Holders Change
-45
Holders Change %
-3.77%
% of All Funds
16.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
100
Increased
356
Reduced
476
Closed
137
Calls
$323M
Puts
$271M
Net Calls
+$51.8M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Axiom Advisory
California
$150K -$844 -108 -0.6%
EWA
602
EP Wealth Advisors
California
$150K -$5.63K -720 -4%
LJAC
603
L.J. Altfest & Co
New York
$149K +$570 +73 +0.4%
MFG
604
MidWestOne Financial Group
Iowa
$149K -$39 -5 -0%
VDI
605
Vaughan David Investments
Illinois
$148K -$21.4K -2,741 -13%
FCM
606
Fourpath Capital Management
Oklahoma
$148K +$140K +17,937 New
LS
607
Livforsakringsbolaget Skandia
Sweden
$147K +$101K +12,900 +261%
PWA
608
Provenance Wealth Advisors
Florida
$147K +$2.8K +358 +2%
PMG
609
ProVise Management Group
Florida
$147K -$102 -13 -0.1%
NHC
610
Nicholas Hoffman & Company
Georgia
$145K -$5.34K -684 -4%
LNWTC
611
Laird Norton Wetherby Trust Company
Washington
$144K +$137K +17,500 New
BCWM
612
Bartlett & Co Wealth Management
Ohio
$144K +$1.79K +229 +1%
RGC
613
Roberts, Glore & Co
Illinois
$144K -$36.8K -4,708 -21%
AFM
614
Armstrong Fleming & Moore
District of Columbia
$142K -$2.6K -333 -2%
WSC
615
Wellington Shields & Co
New York
$141K -$7.82K -1,000 -6%
BJL
616
Brighton Jones LLC
Washington
$140K +$16.7K +2,140 +14%
VVP
617
Venture Visionary Partners
Ohio
$139K +$27.4K +3,505 +26%
AA
618
Advisory Alpha
Michigan
$138K -$8.39K -1,074 -6%
RHAM
619
Round Hill Asset Management
California
$136K +$1.38K +176 +1%
FMTC
620
Farmers & Merchants Trust Company
California
$135K -$1.41K -181 -1%
MW
621
Maia Wealth
Colorado
$135K +$6.5K +832 +5%
CI
622
Conning Inc
Connecticut
$135K -$2.7K -345 -2%
WA
623
WealthTrust Axiom
Pennsylvania
$134K -$8.38K -1,072 -6%
MGIA
624
Moneta Group Investment Advisors
Missouri
$134K -$30.1K -3,855 -19%
GRP
625
Global Retirement Partners
California
$132K -$3.88K -497 -3%

WBD Hedge Fund Activity: Q3 2024 in Review

1,148 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q3 2024, worth a combined $12.3B — up 12% from $11B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of WBD and 100 opened new positions — a net loss of 37 holders — while 476 trimmed existing stakes and 356 added.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $175M. The largest seller was Bank of America, cutting an estimated $80.4M.

  • 1,148 institutional investors held Warner Bros (WBD) as of Q3 2024, down from 1,193 in Q2 2024.
  • Funds reported $12.3B of Warner Bros stock for Q3 2024, up 12% quarter-over-quarter.
  • 100 funds opened new Warner Bros positions in Q3 2024 and 137 closed out, a net change of -37 holders.
  • The largest Warner Bros buyer in Q3 2024 was Jericho Capital Asset Management, an estimated $175M added.
  • The largest Warner Bros seller in Q3 2024 was Bank of America, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2024.