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Warner Music
WMG

Overview Fund Activity

239 hedge funds and large institutions have $4.52B invested in Warner Music in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+36
Holders Change %
+17.73%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
63
Increased
70
Reduced
72
Closed
24
Calls
$99.8M
Puts
$16.5M
Net Calls
+$83.3M
Net Calls Change
+$25.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$186M
2
AC
AKO Capital
United Kingdom
$133M
3
Capital World Investors
Capital World Investors
California
$334M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$97.1M
5
Norges Bank
Norges Bank
Norway
$43.6M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$15.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.5M
3
CIA
Caledonia Investments (Australia)
Australia
$173M
4
UBS Group
UBS Group
Switzerland
$15.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
201
Benjamin Edwards Inc
Missouri
$15K +$2.19K +63 +17%
AA
202
Ancora Advisors
Ohio
$13.4K – – –
HNB
203
Huntington National Bank
Ohio
$11.6K +$9.16K +256 +382%
PS
204
Principal Securities
Iowa
$10.5K +$10.5K +294 New
SWM
205
Spire Wealth Management
Virginia
$7.57K +$655 +18 +9%
BIA
206
Bell Investment Advisors
California
$7.48K +$3.79K +106 +103%
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$7K – – –
Bessemer Group
208
Bessemer Group
New Jersey
$7K +$6.9K +197 +6,567%
IRC
209
Investors Research Corp
Georgia
$6.76K – – –
TWM
210
Tradition Wealth Management
Minnesota
$6K +$37 +1 +0.6%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$5.05K +$2.94K +82 +139%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K -$1.58K -44 -25%
HFS
213
Hantz Financial Services
Michigan
$3K +$3K +81 New
FFA
214
Farther Finance Advisors
California
$2.92K +$2.28K +64 +356%
ASN
215
Advisory Services Network
Georgia
$2.32K +$2.32K +65 New
FWM
216
FSA Wealth Management
Massachusetts
$2K +$2K +45 New
S
217
SignatureFD
Georgia
$1.97K – – –
CIA
218
Cape Investment Advisory
Georgia
$1.79K +$1.79K +50 New
SWS
219
SYSTM Wealth Solutions
Illinois
$1.29K +$1.29K +36 New
BGAI
220
Bruce G. Allen Investments
Colorado
$1.22K +$1.22K +34 New
SPIA
221
Steward Partners Investment Advisory
New York
$1.15K – – –
VCM
222
Versant Capital Management
Arizona
$1.11K – – –
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.04K +$286 +8 +38%
PCM
224
Penserra Capital Management
California
$1K – – –
WIA
225
Wetzel Investment Advisors
Indiana
$1K +$1K +19 New
7 8
9
10 11