Walt Disney
DIS
1,789 hedge funds and large institutions have $94.1B invested in Walt Disney in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 844 increasing their positions, 661 reducing their positions, and 102 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 844 | Existing positions reduced: 661
12% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 102
0.95% more ownership
Funds ownership: 60.41% → 61.35% (+0.95%)
1% less funds holding
Funds holding: 1,801 → 1,789 (-12)
10% less capital invested
Capital invested by funds: $105B → $94.1B (-$10.5B)
22% less funds holding in top 10
Funds holding in top 10: 231 → 180 (-51)
42% less call options, than puts
Call options by funds: $2.19B | Put options by funds: $3.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.8B |
| 2 |
Goldman Sachs
New York
|
+$341M |
| 3 |
Bank of New York Mellon
New York
|
+$246M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$158M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$866M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$518M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$254M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$242M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$225M |
DIS Hedge Fund Activity: Q1 2016 in Review
1,789 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2016, worth a combined $94.1B — down 10% from $105B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new DIS positions and 102 closed out — a net gain of 12 holders — while 844 added to existing stakes and 661 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.8B. The largest seller was T. Rowe Price Associates, cutting an estimated $866M.
- 1,789 institutional investors held Walt Disney (DIS) as of Q1 2016, down from 1,801 in Q4 2015.
- Funds reported $94.1B of Walt Disney stock for Q1 2016, down 10% quarter-over-quarter.
- 114 funds opened new Walt Disney positions in Q1 2016 and 102 closed out, a net change of +12 holders.
- The largest Walt Disney buyer in Q1 2016 was Royal London Asset Management, an estimated $3.8B added.
- The largest Walt Disney seller in Q1 2016 was T. Rowe Price Associates, an estimated $866M sold.
Based on aggregated 13F filings for Q1 2016.