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Warner Bros
WBD

1,217 hedge funds and large institutions have $13B invested in Warner Bros in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 387 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 60.78% → 60.71% (-0.07%)

3% less funds holding

Funds holding: 1,260 → 1,217 (-43)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

23% less capital invested

Capital invested by funds: $16.9B → $13B (-$3.91B)

26% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 522

36% less funds holding in top 10

Funds holding in top 10: 22 → 14 (-8)

60% less call options, than puts

Call options by funds: $188M | Put options by funds: $473M

Holders
1,217
Holders Change
-43
Holders Change %
-3.41%
% of All Funds
17.53%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.2%
New
114
Increased
387
Reduced
522
Closed
137
Calls
$188M
Puts
$473M
Net Calls
-$285M
Net Calls Change
-$204M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$236M
2
Bank of America
Bank of America
North Carolina
+$124M
3
State Street
State Street
Massachusetts
+$98.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$68.9M
5
Invesco
Invesco
Georgia
+$57.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$212M
2
BG
Baupost Group
Massachusetts
-$207M
3
Boston Partners
Boston Partners
Massachusetts
-$177M
4
Goldman Sachs
Goldman Sachs
New York
-$112M
5
Deutsche Bank
Deutsche Bank
Germany
-$78.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Stratos Wealth Advisors
Ohio
– -$118K -10,332 Closed
FCCM
1302
First City Capital Management
Georgia
– -$117K -10,310 Closed
PIA
1303
Perennial Investment Advisors
California
– -$117K -10,307 Closed
RA
1304
RFG Advisory
Alabama
– -$117K -10,257 Closed
KAS
1305
KPP Advisory Services
Kentucky
– -$115K -10,118 Closed
OWA
1306
Octavia Wealth Advisors
Ohio
– -$115K -10,100 Closed
BNP Paribas Financial Markets
1307
BNP Paribas Financial Markets
France
– -$84.1K -7,389 Closed
SA
1308
Scarborough Advisors
Maryland
– -$66.6K -5,856 Closed
GWS
1309
Glassman Wealth Services
Virginia
– -$47.8K -4,197 Closed
UOTTAIMCU
1310
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$32.6K -2,867 Closed
SAI
1311
Systematic Alpha Investments
New Jersey
– -$32.3K -2,840 Closed
ASBI
1312
American State Bank (Iowa)
Iowa
– -$21.9K -1,925 Closed
TWM
1313
Tradition Wealth Management
Minnesota
– -$13K -1,143 Closed
RIM
1314
Rockbridge Investment Management
New York
– -$12.6K -1,108 Closed
MMG
1315
Monetary Management Group
Missouri
– -$12.5K -1,097 Closed
GWMIA
1316
Global Wealth Management Investment Advisory
Florida
– -$11.3K -990 Closed
DAC
1317
Dividend Assets Capital
South Carolina
– -$11K -958 Closed
LA
1318
LM Advisors
California
– -$10.3K -907 Closed
LIWM
1319
Long Island Wealth Management
New York
– -$10K -886 Closed
SJIM
1320
St. Johns Investment Management
Florida
– -$9.64K -847 Closed
LFA
1321
Livelsberger Financial Advisory
Ohio
– -$9.24K -812 Closed
AWM
1322
Able Wealth Management
New Jersey
– -$9.1K -800 Closed
TVAMP
1323
Tennessee Valley Asset Management Partners
Tennessee
– -$8.83K -776 Closed
FFO
1324
Fortitude Family Office
Arizona
– -$8.5K -747 Closed
NFA
1325
Northwest Financial Advisors
Virginia
– -$8.5K -747 Closed
51 52
53
54 55

WBD Hedge Fund Activity: Q1 2024 in Review

1,217 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q1 2024, worth a combined $13B — down 23% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of WBD and 114 opened new positions — a net loss of 23 holders — while 522 trimmed existing stakes and 387 added.

The largest buyer was Harris Associates, adding an estimated $236M. The largest seller was Morgan Stanley, cutting an estimated $212M.

  • 1,217 institutional investors held Warner Bros (WBD) as of Q1 2024, down from 1,260 in Q4 2023.
  • Funds reported $13B of Warner Bros stock for Q1 2024, down 23% quarter-over-quarter.
  • 114 funds opened new Warner Bros positions in Q1 2024 and 137 closed out, a net change of -23 holders.
  • The largest Warner Bros buyer in Q1 2024 was Harris Associates, an estimated $236M added.
  • The largest Warner Bros seller in Q1 2024 was Morgan Stanley, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2024.