Walt Disney
DIS
1,499 hedge funds and large institutions have $96.1B invested in Walt Disney in 2014 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 510 increasing their positions, 702 reducing their positions, and 41 closing their positions.
93% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 41
43% more call options, than puts
Call options by funds: $2.25B | Put options by funds: $1.57B
7% more funds holding in top 10
Funds holding in top 10: 147 → 158 (+11)
2% more funds holding
Funds holding: 1,475 → 1,499 (+24)
1% more capital invested
Capital invested by funds: $95.2B → $96.1B (+$939M)
0.62% less ownership
Funds ownership: 63.58% → 62.96% (-0.62%)
27% less repeat investments, than reductions
Existing positions increased: 510 | Existing positions reduced: 702
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$389M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$308M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$245M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$204M |
| 5 |
State Street
Boston,
Massachusetts
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.44B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$369M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$291M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$272M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$227M |
DIS Hedge Fund Activity: Q3 2014 in Review
1,499 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2014, worth a combined $96.1B — up 0.99% from $95.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new DIS positions and 41 closed out — a net gain of 38 holders — while 510 added to existing stakes and 702 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $389M. The largest seller was Norges Bank, cutting an estimated $1.44B.
- 1,499 institutional investors held Walt Disney (DIS) as of Q3 2014, up from 1,475 in Q2 2014.
- Funds reported $96.1B of Walt Disney stock for Q3 2014, up 0.99% quarter-over-quarter.
- 79 funds opened new Walt Disney positions in Q3 2014 and 41 closed out, a net change of +38 holders.
- The largest Walt Disney buyer in Q3 2014 was Goldman Sachs, an estimated $389M added.
- The largest Walt Disney seller in Q3 2014 was Norges Bank, an estimated $1.44B sold.
Based on aggregated 13F filings for Q3 2014.