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Warner Music

202 hedge funds and large institutions have $3.16B invested in Warner Music in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $70.6M | Put options by funds: $17.9M

34% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 64

2.22% more ownership

Funds ownership: 85.41%87.63% (+2.2%)

8% less funds holding

Funds holding: 219202 (-17)

20% less capital invested

Capital invested by funds: $3.94B → $3.16B (-$784M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 45

Holders
202
Holders Change
-17
Holders Change %
-7.76%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
86
Reduced
64
Closed
45
Calls
$70.6M
Puts
$17.9M
Net Calls
+$52.7M
Net Calls Change
-$22.1M

WMG Hedge Fund Activity: Q2 2023 in Review

202 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q2 2023, worth a combined $3.16B — down 20% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WMG and 30 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 86 added.

The largest buyer was Fidelity International, adding an estimated $139M. The largest seller was Sands Capital Management, exiting entirely with an estimated $343M sold.

  • 202 institutional investors held Warner Music (WMG) as of Q2 2023, down from 219 in Q1 2023.
  • Funds reported $3.16B of Warner Music stock for Q2 2023, down 20% quarter-over-quarter.
  • 30 funds opened new Warner Music positions in Q2 2023 and 45 closed out, a net change of -15 holders.
  • The largest Warner Music buyer in Q2 2023 was Fidelity International, an estimated $139M added.
  • The largest Warner Music seller in Q2 2023 was Sands Capital Management, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2023.