Walt Disney
DIS
1,435 hedge funds and large institutions have $88.3B invested in Walt Disney in 2014 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 541 increasing their positions, 609 reducing their positions, and 55 closing their positions.
104% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 55
75% more call options, than puts
Call options by funds: $1.81B | Put options by funds: $1.03B
8% more funds holding in top 10
Funds holding in top 10: 123 → 133 (+10)
3% more funds holding
Funds holding: 1,394 → 1,435 (+41)
4% more capital invested
Capital invested by funds: $84.7B → $88.3B (+$3.58B)
0.53% less ownership
Funds ownership: 63.16% → 62.63% (-0.53%)
11% less repeat investments, than reductions
Existing positions increased: 541 | Existing positions reduced: 609
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
+$288M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$153M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$151M |
| 4 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$144M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$458M |
| 2 |
CIFMU
Childrens Investment Fund Management (UK)
London,
United Kingdom
|
-$391M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$370M |
| 4 |
State Street
Boston,
Massachusetts
|
-$348M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$273M |
DIS Hedge Fund Activity: Q1 2014 in Review
1,435 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2014, worth a combined $88.3B — up 4.2% from $84.7B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new DIS positions and 55 closed out — a net gain of 57 holders — while 541 added to existing stakes and 609 trimmed.
The largest buyer was Lansdowne Partners Limited Partnership, adding an estimated $288M. The largest seller was Viking Global Investors, exiting entirely with an estimated $458M sold.
- 1,435 institutional investors held Walt Disney (DIS) as of Q1 2014, up from 1,394 in Q4 2013.
- Funds reported $88.3B of Walt Disney stock for Q1 2014, up 4.2% quarter-over-quarter.
- 112 funds opened new Walt Disney positions in Q1 2014 and 55 closed out, a net change of +57 holders.
- The largest Walt Disney buyer in Q1 2014 was Lansdowne Partners Limited Partnership, an estimated $288M added.
- The largest Walt Disney seller in Q1 2014 was Viking Global Investors, an estimated $458M sold.
Based on aggregated 13F filings for Q1 2014.