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Warner Bros
WBD

Overview Fund Activity

1,261 hedge funds and large institutions have $21B invested in Warner Bros in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 365 increasing their positions, 577 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
-46
Holders Change %
-3.52%
% of All Funds
20.18%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.51%
New
130
Increased
365
Reduced
577
Closed
148
Calls
$603M
Puts
$422M
Net Calls
+$180M
Net Calls Change
+$85M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$171M
2
OAG
Orbis Allan Gray
Bermuda
+$147M
3
Bank of America
Bank of America
North Carolina
+$119M
4
Millennium Management
Millennium Management
New York
+$96.9M
5
CAM
Contour Asset Management
New York
+$66M

Top Sellers

1
Newport Trust Company
Newport Trust Company
District of Columbia
-$158M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$143M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$91.3M
4
BG
Baupost Group
Massachusetts
-$87.1M
5
SOMRS
State of Michigan Retirement System
Michigan
-$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1201
IAG Wealth Partners
Wisconsin
$1.6K – – –
RI
1202
Ridgewood Investments
New Jersey
$1.57K +$1.57K +104 New
MSFP
1203
Mark Sheptoff Financial Planning
Connecticut
$1.51K +$1.51K +100 New
NMG
1204
New Millennium Group
Utah
$1.5K – – –
IAS
1205
IMA Advisory Services
Colorado
$1.45K -$36.1K -2,393 -96%
MBFW
1206
Morton Brown Family Wealth
Pennsylvania
$1.36K – – –
ECM
1207
Everence Capital Management
Indiana
$1.34K +$312 +20,660 +30%
CM
1208
Caption Management
Oklahoma
$1.31K +$1.31K +87 New
PCTC
1209
Perkins Coie Trust Company
Washington
$1.31K -$921 -61 -41%
SFCL
1210
Strengthening Families & Communities LLC
Massachusetts
$1.24K – – –
PP
1211
Pacifica Partners
Canada
$1.14K +$564 +47 +98%
CMA
1212
Cedar Mountain Advisors
Oregon
$1.13K – – –
CIM
1213
Contravisory Investment Management
Massachusetts
$1.12K – – –
AWM
1214
Ameliora Wealth Management
Switzerland
$1.12K – – –
WOC
1215
West Oak Capital
California
$1.09K – – –
KIG
1216
Kessler Investment Group
Indiana
$1.09K – – –
SC
1217
Solstein Capital
California
$1.09K – – –
ICM
1218
Islay Capital Management
Texas
$1.09K – – –
RAM
1219
Riggs Asset Management
Pennsylvania
$1.07K +$1.07K +71 New
DF
1220
DecisionPoint Financial
Arizona
$1.07K +$1.07K +71 New
HWM
1221
Horizons Wealth Management
North Carolina
$1.07K – – –
DWMG
1222
DB Wealth Management Group
California
$1.06K – – –
TFA
1223
Transamerica Financial Advisors
Florida
$1K -$632K -1,264 -100%
BEI
1224
Benjamin Edwards Inc
Missouri
$1K -$859 -61 -46%
GIS
1225
Grayhawk Investment Strategies
Alberta, Canada
$1K – – –
47 48
49
50 51