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Walt Disney

1,706 hedge funds and large institutions have $120B invested in Walt Disney in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 660 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

44% more call options, than puts

Call options by funds: $2.32B | Put options by funds: $1.62B

24% more funds holding in top 10

Funds holding in top 10: 225279 (+54)

9% more capital invested

Capital invested by funds: $111B → $120B (+$9.44B)

2% more funds holding

Funds holding: 1,6771,706 (+29)

6% more repeat investments, than reductions

Existing positions increased: 699 | Existing positions reduced: 660

0.04% more ownership

Funds ownership: 62.22%62.26% (+0.04%)

Holders
1,706
Holders Change
+29
Holders Change %
+1.73%
% of All Funds
45.97%
Holding in Top 10
279
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+24%
% of All Funds
7.52%
New
96
Increased
699
Reduced
660
Closed
48
Calls
$2.32B
Puts
$1.62B
Net Calls
+$707M
Net Calls Change
-$431M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$867M -$67.6M -616,004 -8%
JP Morgan Chase
27
JP Morgan Chase
New York
$843M +$22M +200,732 +3%
Deutsche Bank
28
Deutsche Bank
Germany
$807M +$135M +1,225,897 +21%
Legal & General Group
29
Legal & General Group
United Kingdom
$761M +$11.5M +104,929 +2%
UBS AM
30
UBS AM
Illinois
$749M +$11.4M +104,016 +2%
O
31
OppenheimerFunds
New York
$729M +$57.6M +524,299 +9%
JHIU
32
Janus Henderson Investors US
Colorado
$689M +$50.3M +457,793 +8%
American Century Companies
33
American Century Companies
Missouri
$668M +$46.8M +425,727 +8%
EVM
34
Eaton Vance Management
Massachusetts
$667M -$11.7M -106,323 -2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$653M +$7.37M +67,067 +1%
Winslow Capital Management
36
Winslow Capital Management
Minnesota
$634M -$52.7M -480,189 -8%
Franklin Resources
37
Franklin Resources
California
$634M -$136M -1,236,048 -18%
MCM
38
Marsico Capital Management
Colorado
$611M -$10.7M -97,092 -2%
UBS Group
39
UBS Group
Switzerland
$606M -$92.7M -843,891 -14%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$568M -$527M -4,802,544 -49%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$539M -$2.03M -18,448 -0.4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$533M +$19.1M +174,323 +4%
Invesco
43
Invesco
Georgia
$520M +$16M +145,618 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$515M +$46.9M +427,111 +10%
BIM
45
BlackRock Investment Management
Delaware
$514M +$28.7M +261,708 +6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$506M -$1.61M -14,659 -0.3%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$491M -$16.5M -150,000 -3%
RFC
48
Russell Frank Company
Washington
$491M +$52M +473,363 +12%
AAMU
49
Amundi Asset Management US
Massachusetts
$488M +$6.76M +61,554 +1%
Charles Schwab
50
Charles Schwab
California
$460M +$7.03M +64,033 +2%

DIS Hedge Fund Activity: Q2 2015 in Review

1,706 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2015, worth a combined $120B — up 8.5% from $111B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DIS positions and 48 closed out — a net gain of 48 holders — while 699 added to existing stakes and 660 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $676M. The largest seller was Wellington Management Group, cutting an estimated $527M.

  • 1,706 institutional investors held Walt Disney (DIS) as of Q2 2015, up from 1,677 in Q1 2015.
  • Funds reported $120B of Walt Disney stock for Q2 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new Walt Disney positions in Q2 2015 and 48 closed out, a net change of +48 holders.
  • The largest Walt Disney buyer in Q2 2015 was Fidelity Investments, an estimated $676M added.
  • The largest Walt Disney seller in Q2 2015 was Wellington Management Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2015.