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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
KFP
1051
Keener Financial Planning
Texas
$1K
RBC
1052
Roble Belko & Company
Pennsylvania
$1K
TFA
1053
Transamerica Financial Advisors
Florida
$1K
PCM
1054
Penserra Capital Management
California
$1K +$70 +9 +5%
RMC
1055
Resources Management Corp
Connecticut
$1K +$602 +77 New
MIA
1056
MeadowBrook Investment Advisors
Michigan
$990
RDFA
1057
Ritter Daniher Financial Advisory
Ohio
$990
JPWM
1058
Jamison Private Wealth Management
Georgia
$982 +$930 +119 New
TLA
1059
Tanglewood Legacy Advisors
Texas
$924 -$1.88K -241 -68%
CCMI
1060
Creative Capital Management Investments
California
$924
RWPA
1061
Richard W. Paul & Associates
Michigan
$916
KWAG
1062
Kiely Wealth Advisory Group
North Carolina
$913
CCA
1063
Criterion Capital Advisors
Tennessee
$901
ACM
1064
Anfield Capital Management
California
$875
VWWMG
1065
Vermillion & White Wealth Management Group
Pennsylvania
$858
CPA
1066
Capital Performance Advisors
California
$850 +$805 +103 New
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$825
MCM
1068
MidAtlantic Capital Management
Virginia
$792
RWM
1069
Reston Wealth Management
Virginia
$792 +$750 +96 New
IHWM
1070
Iron Horse Wealth Management
Iowa
$776 +$172 +22 +31%
EWP
1071
Elevation Wealth Partners
California
$759 -$344 -44 -32%
BHWM
1072
Beaird Harris Wealth Management
Texas
$743 -$32.1K -4,114 -98%
MBFW
1073
Morton Brown Family Wealth
Pennsylvania
$743
PFG
1074
Peterson Financial Group
Iowa
$718 +$680 +87 New
CWM
1075
CarsonAllaria Wealth Management
Illinois
$668

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.