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Warner Music
WMG

Overview Fund Activity

249 hedge funds and large institutions have $4.23B invested in Warner Music in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 61 reducing their positions, and 42 closing their positions.

Holders
249
Holders Change
+10
Holders Change %
+4.18%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
52
Increased
100
Reduced
61
Closed
42
Calls
$45.5M
Puts
$5.46M
Net Calls
+$40.1M
Net Calls Change
-$43.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$436M
2
AC
2
AKO Capital
United Kingdom
$216M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$33.5M
4
Barclays
4
Barclays
United Kingdom
$22.7M
5
HAM
5
Honeycomb Asset Management
New York
$26.8M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$7.78M
2
JSP
2
Jackson Square Partners
California
$54.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
CIA
4
Caledonia Investments (Australia)
Australia
$127M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
226
SouthState Corp
Florida
$1.26K 38 +38 New
SWS
227
SYSTM Wealth Solutions
Illinois
$1.19K 36 – –
BGAI
228
Bruce G. Allen Investments
Colorado
$1.12K 34 – –
SPIA
229
Steward Partners Investment Advisory
New York
$1.06K 32 – –
VCM
230
Versant Capital Management
Arizona
$1.02K 31 – –
PCM
231
Penserra Capital Management
California
$1K 42 – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$958 29 – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$892 27 +27 New
WAG
234
Wiser Advisor Group
Arizona
$838 25 – –
OP
235
ORG Partners
Indiana
$694 21 +21 New
WIA
236
Wetzel Investment Advisors
Indiana
$629 19 – –
SIC
237
SJS Investment Consulting
Ohio
$529 16 +4 +33%
GRP
238
Global Retirement Partners
California
$465 14 – –
Kayne Anderson Rudnick Investment Management
239
Kayne Anderson Rudnick Investment Management
California
$396 12 +12 New
HCP
240
Hexagon Capital Partners
Arkansas
$330 10 -1 -9%
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$265 8 – –
TCM
242
TD Capital Management
Tennessee
$264 8 +8 New
OWA
243
Opal Wealth Advisors
New York
$199 6 +6 New
JWM
244
Janiczek Wealth Management
Colorado
$100 3 – –
TWD
245
True Wealth Design
Ohio
$100 3 +1 +50%
AF
246
Allworth Financial
California
$100 3 +3 New
MAWCM
247
Mine & Arao Wealth Creation & Management
California
$67 2 +2 New
AWM
248
Abound Wealth Management
Tennessee
$34 1 – –
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
– – -937,114 Closed
CGI
250
Calixto Global Investors
Florida
– – -488,500 Closed
8 9
10
11 12