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Warner Bros
WBD

543 hedge funds and large institutions have $6.85B invested in Warner Bros in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 151 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $4.38B → $6.85B (+$2.47B)

46% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 68

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

5% more funds holding

Funds holding: 516 → 543 (+27)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 206

44% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $123M

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
99
Increased
151
Reduced
206
Closed
68
Calls
$68.9M
Puts
$123M
Net Calls
-$54.4M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$314M
2
Morgan Stanley
Morgan Stanley
New York
+$205M
3
Nomura Holdings
Nomura Holdings
Japan
+$185M
4
JG
Jefferies Group
New York
+$64.5M
5
Deutsche Bank
Deutsche Bank
Germany
+$60.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$102M
2
ClearBridge Investments
ClearBridge Investments
New York
-$74.5M
3
BlackRock
BlackRock
New York
-$55.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$35.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
Montag & Associates
Georgia
$5M +$42.1K +1,719 +1%
Man Group
127
Man Group
United Kingdom
$4.91M -$2.11M -85,949 -34%
KOCAA
128
Knights of Columbus Asset Advisors
Connecticut
$4.85M +$287K +11,696 +8%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$4.83M – – –
NEI
130
Northwest & Ethical Investments
Ontario, Canada
$4.71M +$486K +19,810 +14%
HEIP
131
Hudson Edge Investment Partners
New Jersey
$4.7M -$589K -24,032 -13%
BGIM
132
Brandywine Global Investment Management
Pennsylvania
$4.6M -$2.21M -90,098 -37%
PA
133
Pinnacle Associates
New York
$4.44M -$126K -5,122 -3%
CAM
134
Cubic Asset Management
Massachusetts
$4.44M -$25.1K -1,025 -0.7%
PCA
135
Personal Capital Advisors
California
$4.36M +$1.19M +48,601 +50%
MRCM
136
M&R Capital Management
New Jersey
$4.33M -$83.6K -3,410 -2%
MLIC
137
Mandatum Life Insurance Company
Finland
$4.19M – – –
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$4.17M +$3.03M +123,450 +815%
MSV
139
MN Services Vermogensbeheer
Netherlands
$4.08M – – –
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$4.05M +$506K +20,632 +18%
HKAM
141
Horizon Kinetics Asset Management
New York
$3.99M -$202K -8,249 -6%
CWM
142
CIBC World Markets
New York
$3.99M +$335K +13,666 +12%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$3.94M +$1.27M +51,892 +66%
AC
144
Addenda Capital
Quebec, Canada
$3.92M -$85.3K -3,481 -3%
LSWM
145
Lorne Steinberg Wealth Management
Canada
$3.91M +$3.18M +129,615 New
RGI
146
River Global Investors
United Kingdom
$3.85M -$305K -12,430 -9%
QIM
147
Quantitative Investment Management
Virginia
$3.84M +$3.13M +127,552 New
PI
148
PFS Investments
Georgia
$3.84M +$423K +17,237 +19%
LPL Financial
149
LPL Financial
California
$3.8M +$94.2K +3,843 +3%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$3.6M -$247K -10,074 -8%
4 5
6
7 8

WBD Hedge Fund Activity: Q4 2020 in Review

543 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q4 2020, worth a combined $6.85B — up 56% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WBD positions and 68 closed out — a net gain of 31 holders — while 151 added to existing stakes and 206 trimmed.

The largest buyer was Credit Suisse, adding an estimated $314M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 543 institutional investors held Warner Bros (WBD) as of Q4 2020, up from 516 in Q3 2020.
  • Funds reported $6.85B of Warner Bros stock for Q4 2020, up 56% quarter-over-quarter.
  • 99 funds opened new Warner Bros positions in Q4 2020 and 68 closed out, a net change of +31 holders.
  • The largest Warner Bros buyer in Q4 2020 was Credit Suisse, an estimated $314M added.
  • The largest Warner Bros seller in Q4 2020 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2020.