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Warner Music

204 hedge funds and large institutions have $3.86B invested in Warner Music in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $80.6M | Put options by funds: $23M

22% more capital invested

Capital invested by funds: $3.16B → $3.86B (+$704M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.22% more ownership

Funds ownership: 87.63%88.85% (+1.2%)

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

1% more funds holding

Funds holding: 202204 (+2)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
43
Increased
59
Reduced
72
Closed
40
Calls
$80.6M
Puts
$23M
Net Calls
+$57.6M
Net Calls Change
+$4.83M

WMG Hedge Fund Activity: Q3 2023 in Review

204 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q3 2023, worth a combined $3.86B — up 22% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WMG positions and 40 closed out — a net gain of 3 holders — while 59 added to existing stakes and 72 trimmed.

The largest buyer was Capital World Investors, adding an estimated $68.5M. The largest seller was Fidelity International, cutting an estimated $85.6M.

  • 204 institutional investors held Warner Music (WMG) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $3.86B of Warner Music stock for Q3 2023, up 22% quarter-over-quarter.
  • 43 funds opened new Warner Music positions in Q3 2023 and 40 closed out, a net change of +3 holders.
  • The largest Warner Music buyer in Q3 2023 was Capital World Investors, an estimated $68.5M added.
  • The largest Warner Music seller in Q3 2023 was Fidelity International, an estimated $85.6M sold.

Based on aggregated 13F filings for Q3 2023.