Warner Music
240 hedge funds and large institutions have $4.49B invested in Warner Music in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 24 closing their positions.
505% more call options, than puts
Call options by funds: $99.8M | Put options by funds: $16.5M
163% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 24
18% more funds holding
Funds holding: 204 → 240 (+36)
16% more capital invested
Capital invested by funds: $3.86B → $4.49B (+$631M)
1.85% more ownership
Funds ownership: 88.85% → 90.69% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$79.1M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
+$55.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$54.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$41.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$58.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$55.2M |
| 3 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$35.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$30.9M |
| 5 |
JP Morgan Chase
New York
|
-$27.1M |
WMG Hedge Fund Activity: Q4 2023 in Review
240 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q4 2023, worth a combined $4.49B — up 16% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new WMG positions and 24 closed out — a net gain of 39 holders — while 71 added to existing stakes and 72 trimmed.
The largest buyer was Fidelity International, adding an estimated $79.1M. The largest seller was Allspring Global Investments, cutting an estimated $58.2M.
- 240 institutional investors held Warner Music (WMG) as of Q4 2023, up from 204 in Q3 2023.
- Funds reported $4.49B of Warner Music stock for Q4 2023, up 16% quarter-over-quarter.
- 63 funds opened new Warner Music positions in Q4 2023 and 24 closed out, a net change of +39 holders.
- The largest Warner Music buyer in Q4 2023 was Fidelity International, an estimated $79.1M added.
- The largest Warner Music seller in Q4 2023 was Allspring Global Investments, an estimated $58.2M sold.
Based on aggregated 13F filings for Q4 2023.