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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
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.9K +$6.37K +815 +33%
MCM
802
Manchester Capital Management
Vermont
$25.9K +$1.11K +142 +5%
CPA
803
Clear Point Advisors
New York
$25.8K
GWSG
804
GPS Wealth Strategies Group
Colorado
$25K -$12.9K -1,646 -35%
GCS
805
Gordian Capital (Singapore)
Singapore
$24.8K
NECFA
806
New England Capital Financial Advisors
Connecticut
$24.3K -$1.13K -145 -5%
CIA
807
Cape Investment Advisory
Georgia
$24.3K -$391 -50 -2%
JWA
808
JFS Wealth Advisors
Pennsylvania
$23.8K -$3.98K -509 -15%
FCA
809
FinTrust Capital Advisors
South Carolina
$23.7K +$2.12K +271 +10%
TC
810
Truvestments Capital
Florida
$23.5K +$22.3K +2,851 New
SWA
811
SOA Wealth Advisors
New York
$23.2K -$297 -38 -1%
C
812
Covestor
United Kingdom
$23K -$63.9K -8,177 -74%
IAIM
813
International Assets Investment Management
Florida
$22.9K +$1.28M +163,295 +629%
EWA
814
EverSource Wealth Advisors
Alabama
$22.9K +$3.57K +457 +20%
FWM
815
FSA Wealth Management
Massachusetts
$22.1K +$20.9K +2,674 New
SSB
816
Sandy Spring Bank
Maryland
$21.8K -$2.2K -282 -10%
JIP
817
Jaffetilchin Investment Partners
Florida
$21.7K +$20.5K +2,628 New
MSG
818
Main Street Group
Virginia
$21.5K -$4.48K -573 -18%
KLWA
819
Kelly Lawrence W & Associates
California
$21.1K -$2.07K -265 -9%
MA
820
MCF Advisors
Kentucky
$20.5K
BCMLT
821
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K +$2.8K +358 +17%
TFM
822
TFC Financial Management
Massachusetts
$20.3K -$375 -48 -2%
CWP
823
Concord Wealth Partners
Virginia
$20.3K +$9.61K +1,230 +100%
MFT
824
Moisand Fitzgerald Tamayo
Florida
$19.7K -$1.34K -172 -7%
DJSG
825
D.J. St. Germain
Massachusetts
$19.7K -$672 -86 -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.