Walt Disney
DIS
1,708 hedge funds and large institutions have $104B invested in Walt Disney in 2015 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 817 increasing their positions, 593 reducing their positions, and 98 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 817 | Existing positions reduced: 593
15% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 98
6% more call options, than puts
Call options by funds: $2.78B | Put options by funds: $2.63B
0% more funds holding
Funds holding: 1,707 → 1,708 (+1)
1.61% less ownership
Funds ownership: 62.27% → 60.65% (-1.6%)
10% less funds holding in top 10
Funds holding in top 10: 280 → 253 (-27)
13% less capital invested
Capital invested by funds: $120B → $104B (-$16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$347M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$311M |
| 3 |
Goldman Sachs
New York
|
+$261M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$153M |
| 5 |
AT
Alliance Trust
Dundee, Scotland,
United Kingdom
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$917M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$888M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$333M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$304M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$211M |
DIS Hedge Fund Activity: Q3 2015 in Review
1,708 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2015, worth a combined $104B — down 13% from $120B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new DIS positions and 98 closed out — a net gain of 15 holders — while 817 added to existing stakes and 593 trimmed.
The largest buyer was Bank of America, adding an estimated $347M. The largest seller was Capital World Investors, cutting an estimated $917M.
- 1,708 institutional investors held Walt Disney (DIS) as of Q3 2015, up from 1,707 in Q2 2015.
- Funds reported $104B of Walt Disney stock for Q3 2015, down 13% quarter-over-quarter.
- 113 funds opened new Walt Disney positions in Q3 2015 and 98 closed out, a net change of +15 holders.
- The largest Walt Disney buyer in Q3 2015 was Bank of America, an estimated $347M added.
- The largest Walt Disney seller in Q3 2015 was Capital World Investors, an estimated $917M sold.
Based on aggregated 13F filings for Q3 2015.