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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
SWS
1251
SYSTM Wealth Solutions
Illinois
-$4.83K -649 Closed
RFG
1252
RFP Financial Group
Georgia
-$4.7K -632 Closed
MMG
1253
Monetary Management Group
Missouri
-$4.3K -578 Closed
CP
1254
Castleview Partners
Texas
-$3.64K -489 Closed
RAM
1255
Ramirez Asset Management
New York
-$3.59K -483 Closed
CB
1256
Chris Bulman
California
-$3.54K -476 Closed
LIA
1257
Lynx Investment Advisory
District of Columbia
-$3.39K -456 Closed
SSG
1258
Summit Securities Group
New York
-$2K -324 Closed
CTWM
1259
Cherry Tree Wealth Management
Minnesota
-$2.24K -301 Closed
WPA
1260
West Paces Advisors
Georgia
-$2.2K -296 Closed
DMIC
1261
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$2.15K -289 Closed
SP
1262
SWS Partners
Ohio
-$1.92K -258 Closed
NOI
1263
Newton One Investments
Delaware
-$1.7K -229 Closed
BONH
1264
Bank of New Hampshire
New Hampshire
-$1.56K -210 Closed
RTL
1265
Red Tortoise LLC
Georgia
-$1.4K -188 Closed
GLR
1266
Great Lakes Retirement
Ohio
-$1.29K -173 Closed
1832 Asset Management
1267
1832 Asset Management
Ontario, Canada
-$952 -128 Closed
IWA
1268
IBEX Wealth Advisors
New Jersey
-$819 -110 Closed
AFWM
1269
Abich Financial Wealth Management
Virginia
-$714 -96 Closed
RCM
1270
Richardson Capital Management
Wisconsin
-$551 -74 Closed
AFIA
1271
America First Investment Advisors
Nebraska
-$454 -61 Closed
FRA
1272
Front Row Advisors
California
-$446 -60 Closed
AAG
1273
Accordant Advisory Group
Maryland
-$424 -57 Closed
HRC
1274
Hoertkorn Richard Charles
-$275 -37 Closed
NC
1275
NewSquare Capital
Pennsylvania
-$246 -33 Closed

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.