Warner Music
265 hedge funds and large institutions have $4.66B invested in Warner Music in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 47 closing their positions.
36% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 47
9% more capital invested
Capital invested by funds: $4.27B → $4.66B (+$389M)
6.72% more ownership
Funds ownership: 98.48% → 105.21% (+6.7%)
6% more funds holding
Funds holding: 250 → 265 (+15)
2% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 89
1% less call options, than puts
Call options by funds: $90.7M | Put options by funds: $92M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$235M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$164M |
| 3 |
DCP
D1 Capital Partners
New York
|
+$74.5M |
| 4 |
JP Morgan Chase
New York
|
+$70.2M |
| 5 |
Barclays
London,
United Kingdom
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$125M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$92M |
| 3 |
BlackRock
New York
|
-$70.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$41.5M |
| 5 |
FCM
Fernbridge Capital Management
Los Angeles,
California
|
-$34M |
WMG Hedge Fund Activity: Q3 2024 in Review
265 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q3 2024, worth a combined $4.66B — up 9.1% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WMG positions and 47 closed out — a net gain of 17 holders — while 91 added to existing stakes and 89 trimmed.
The largest buyer was Mawer Investment Management, adding an estimated $235M. The largest seller was Fidelity Investments, cutting an estimated $125M.
- 265 institutional investors held Warner Music (WMG) as of Q3 2024, up from 250 in Q2 2024.
- Funds reported $4.66B of Warner Music stock for Q3 2024, up 9.1% quarter-over-quarter.
- 64 funds opened new Warner Music positions in Q3 2024 and 47 closed out, a net change of +17 holders.
- The largest Warner Music buyer in Q3 2024 was Mawer Investment Management, an estimated $235M added.
- The largest Warner Music seller in Q3 2024 was Fidelity Investments, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2024.