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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
SRAIM
676
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$105K
NCM
677
New Capital Management
Texas
$105K
SBIA
678
Sheaff Brock Investment Advisors
Indiana
$104K -$3.92K -501 -4%
AWM
679
Axxcess Wealth Management
California
$103K -$8.02K -1,026 -8%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$102K -$2.11K -270 -2%
BFA
681
Beacon Financial Advisory
Ohio
$101K +$6.49K +831 +7%
PA
682
Parallel Advisors
California
$101K +$37.8K +4,842 +65%
MCM
683
Marathon Capital Management
Maryland
$101K -$1.81M -231,907 -95%
SWM
684
Silverlake Wealth Management
Vermont
$101K +$17.1K +2,189 +22%
MTIM
685
Marathon Trading Investment Management
Pennsylvania
$101K -$11.7K -1,500 -11%
Empower Advisory Group
686
Empower Advisory Group
Colorado
$101K -$139K -17,842 -59%
CCM
687
Cutler Capital Management
Massachusetts
$100K +$94.8K +12,125 New
Lazard Asset Management
688
Lazard Asset Management
New York
$100K -$813 -104 -0.8%
ECG
689
Edge Capital Group
Georgia
$99.6K -$164 -21 -0.2%
GAM
690
Gotham Asset Management
New York
$99.3K -$137K -17,591 -59%
AAS
691
Annex Advisory Services
Wisconsin
$98.8K +$2.25K +288 +2%
CG
692
Caprock Group
Idaho
$98.5K +$93.3K +11,944 New
BC
693
Bruce & Co
Illinois
$97.8K
SIAG
694
Safeguard Investment Advisory Group
California
$97K -$13.1K -1,680 -13%
FIB
695
First Interstate Bank
Montana
$96.6K +$91.5K +11,708 New
DT
696
Diversified Trust
Tennessee
$96.5K +$91.4K +11,692 New
WAM
697
Walker Asset Management
Missouri
$96.1K +$297 +38 +0.3%
DDPIC
698
Deroy & Devereaux Private Investment Counsel
Michigan
$96K -$14.9M -1,902,109 -99%
Bessemer Group
699
Bessemer Group
New Jersey
$96K -$34.4K -4,406 -27%
IA
700
IFG Advisory
Georgia
$95.6K +$90.6K +11,588 New

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.