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Warner Music

176 hedge funds and large institutions have $2.83B invested in Warner Music in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

854% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $3.19M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3.77% more ownership

Funds ownership: 85.14%88.91% (+3.8%)

1% less capital invested

Capital invested by funds: $2.85B → $2.83B (-$15.3M)

6% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 65

6% less funds holding

Funds holding: 187176 (-11)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

Holders
176
Holders Change
-11
Holders Change %
-5.88%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
61
Reduced
65
Closed
35
Calls
$30.5M
Puts
$3.19M
Net Calls
+$27.3M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M -$5.87M -213,279 -1%
Sands Capital Management
2
Sands Capital Management
Virginia
$259M -$13M -473,559 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$239M +$1.62M +58,655 +0.6%
CIA
4
Caledonia Investments (Australia)
Australia
$161M -$9.34M -339,144 -5%
DPCM
5
Darlington Partners Capital Management
California
$155M +$1.57M +57,038 +0.9%
BlackRock
6
BlackRock
New York
$113M +$8.9M +323,128 +7%
Capital World Investors
7
Capital World Investors
California
$112M -$189K -6,853 -0.1%
DCP
8
Darsana Capital Partners
New York
$104M
SEP
9
Soma Equity Partners
California
$97.5M +$5.51M +200,000 +5%
JSP
10
Jackson Square Partners
California
$96.9M +$18.5M +673,385 +19%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$80.2M +$47.6M +1,726,715 +100%
SAM
12
Southeastern Asset Management
Tennessee
$78.2M +$92.8M +3,368,500 New
SPC
13
Slate Path Capital
New York
$72.8M
Capital International Investors
14
Capital International Investors
California
$69.2M +$82.2M +2,983,194 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$64.4M +$42.5K +1,545 +0.1%
Harris Associates
16
Harris Associates
Illinois
$49.6M -$851K -30,903 -1%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$46.6M -$11.5M -416,231 -17%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$39.1M +$2.67M +97,039 +6%
SIMG
19
Stephens Investment Management Group
Texas
$37.8M +$702K +25,481 +2%
CAM
20
Contour Asset Management
New York
$37.7M +$44.7M +1,622,897 New
Morgan Stanley
21
Morgan Stanley
New York
$28.6M -$19.8M -717,433 -37%
EOJOAM
22
E. Ohman J:or Asset Management
Sweden
$27.9M -$410K -14,900 -1%
Millennium Management
23
Millennium Management
New York
$27.6M -$9.03M -327,748 -22%
JP Morgan Chase
24
JP Morgan Chase
New York
$27.4M +$14.8M +535,860 +83%
FCIM
25
Fairview Capital Investment Management
California
$26.4M +$4.19M +152,202 +15%

WMG Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q3 2022, worth a combined $2.83B — down 0.54% from $2.85B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WMG and 24 opened new positions — a net loss of 11 holders — while 65 trimmed existing stakes and 61 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $92.8M. The largest seller was Point72 Asset Management, cutting an estimated $25.1M.

  • 176 institutional investors held Warner Music (WMG) as of Q3 2022, down from 187 in Q2 2022.
  • Funds reported $2.83B of Warner Music stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 24 funds opened new Warner Music positions in Q3 2022 and 35 closed out, a net change of -11 holders.
  • The largest Warner Music buyer in Q3 2022 was Southeastern Asset Management, an estimated $92.8M added.
  • The largest Warner Music seller in Q3 2022 was Point72 Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2022.