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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
BGA
926
Battery Global Advisors
Massachusetts
$7.16K +$6.78K +868 New
SC
927
Swan Capital
Florida
$7.13K
KB
928
Kimelman & Baird
New York
$6.94K -$4.6K -589 -41%
GWSA
929
Global Wealth Strategies & Associates
Colorado
$6.91K
MHR
930
Matthew Hamilton Rosenberg
$6.89K +$3.03K +388 +87%
PA
931
Pineridge Advisors
Missouri
$6.85K
M
932
MOTCO
Texas
$6.76K -$1.64K -210 -20%
MRCM
933
M&R Capital Management
New Jersey
$6.64K -$30.3K -3,875 -83%
CT
934
Caldwell Trust
Florida
$6.51K
OWP
935
ORG Wealth Partners
Texas
$6.48K +$6.14K +786 New
GGI
936
Godsey & Gibb Inc
Virginia
$6.42K -$2.1K -269 -26%
1IA
937
1620 Investment Advisors
Massachusetts
$6.42K -$64.7K -8,279 -91%
PMFA
938
Plante Moran Financial Advisors
Michigan
$6.4K -$320 -41 -5%
HFS
939
Horizon Financial Services
North Carolina
$6.39K +$5.66K +724 +1,448%
BAM
940
Bellevue Asset Management
Washington
$6.26K +$320 +41 +6%
CT
941
Colonial Trust
South Carolina
$6.24K +$242 +31 +4%
HNB
942
Hilltop National Bank
Wyoming
$6.13K -$2.31K -295 -28%
S
943
Sachetta
Massachusetts
$6.11K -$2.05K -262 -26%
DF
944
Dunhill Financial
United Kingdom
$6.02K +$2.91K +372 +104%
VNA
945
Valley National Advisers
Pennsylvania
$6K -$10.8K -1,387 -64%
BFP
946
Briaud Financial Planning
Texas
$6K -$1.15K -147 -16%
AWM
947
Ameliora Wealth Management
Switzerland
$5.98K
FFA
948
Frazier Financial Advisors
Ohio
$5.81K -$336 -43 -6%
PIS
949
POM Investment Strategies
North Carolina
$5.68K +$8 +1 +0.1%
NFA
950
Northwest Financial Advisors
Virginia
$5.65K +$5.35K +685 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.