We are live on ! Find out more
DIS icon

Walt Disney
DIS

1,679 hedge funds and large institutions have $111B invested in Walt Disney in 2015 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 649 increasing their positions, 700 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 48

67% more call options, than puts

Call options by funds: $2.84B | Put options by funds: $1.7B

34% more funds holding in top 10

Funds holding in top 10: 169 → 226 (+57)

11% more capital invested

Capital invested by funds: $99.6B → $111B (+$11.1B)

3% more funds holding

Funds holding: 1,625 → 1,679 (+54)

0.24% less ownership

Funds ownership: 62.47% → 62.23% (-0.24%)

7% less repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 700

Holders
1,679
Holders Change
+54
Holders Change %
+3.32%
% of All Funds
44.73%
Holding in Top 10
226
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+33.73%
% of All Funds
6.02%
New
120
Increased
649
Reduced
700
Closed
48
Calls
$2.84B
Puts
$1.7B
Net Calls
+$1.14B
Net Calls Change
+$1.09B

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$330M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$317M
3
Goldman Sachs
Goldman Sachs
New York
+$267M
4
Bank of America
Bank of America
North Carolina
+$239M
5
FAM
Fred Alger Management
New York
+$136M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$870M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$406M
3
State Street
State Street
Massachusetts
-$265M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$225M
5
Wells Fargo
Wells Fargo
California
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
801
Friedberg Investment Management
Texas
$3.51M +$2.78M +27,520 +463%
HH
802
HWG Holdings
Texas
$3.5M +$3.36M +33,324 New
ECM
803
Everence Capital Management
Indiana
$3.48M – – –
PAM
804
PartnerRe Asset Management
Connecticut
$3.48M -$9.69K -96 -0.3%
CI
805
Constellation Investments
Ohio
$3.47M +$151K +1,500 +5%
AF
806
Aldebaran Financial
$3.46M +$199K +1,974 +6%
DI
807
Diligent Investors
California
$3.44M -$22.7K -225 -0.7%
NSAM
808
North Star Asset Management
Wisconsin
$3.44M -$3.53K -35 -0.1%
ANBTV
809
American National Bank & Trust (Virginia)
Virginia
$3.42M +$938K +9,294 +40%
ACM
810
Axel Capital Management
New York
$3.38M – – –
Twin Tree Management
811
Twin Tree Management
Texas
$3.37M +$1.96M +19,445 +154%
FHC
812
First Houston Capital
Texas
$3.36M -$121K -1,200 -4%
TCM
813
Texan Capital Management
Texas
$3.36M -$1.71M -16,950 -35%
WRM
814
Westport Resources Management
Connecticut
$3.35M +$185K +1,834 +6%
HA
815
Halsey Associates
Connecticut
$3.35M – – –
WWM
816
Willingdon Wealth Management
North Carolina
$3.34M -$864K -8,560 -21%
TF
817
Tompkins Financial
New York
$3.34M +$114K +1,132 +4%
CCM
818
Cadence Capital Management
Massachusetts
$3.33M -$146K -1,447 -4%
CT
819
Chicago Trust
Illinois
$3.33M +$3.2M +31,746 New
LCM
820
Logan Capital Management
Pennsylvania
$3.31M – – –
MCM
821
Millie Capital Management
California
$3.29M -$14.9K -148 -0.5%
Harris Associates
822
Harris Associates
Illinois
$3.29M -$7.14M -70,735 -69%
FWM
823
Frontier Wealth Management
Missouri
$3.27M +$2.88M +28,577 +1,084%
PFBT
824
Parkside Financial Bank & Trust
Missouri
$3.27M +$11.4K +113 +0.4%
EFS
825
Essex Financial Services
Connecticut
$3.27M +$178K +1,769 +6%
31 32
33
34 35

DIS Hedge Fund Activity: Q1 2015 in Review

1,679 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2015, worth a combined $111B — up 11% from $99.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DIS positions and 48 closed out — a net gain of 72 holders — while 649 added to existing stakes and 700 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $330M. The largest seller was Massachusetts Financial Services, cutting an estimated $870M.

  • 1,679 institutional investors held Walt Disney (DIS) as of Q1 2015, up from 1,625 in Q4 2014.
  • Funds reported $111B of Walt Disney stock for Q1 2015, up 11% quarter-over-quarter.
  • 120 funds opened new Walt Disney positions in Q1 2015 and 48 closed out, a net change of +72 holders.
  • The largest Walt Disney buyer in Q1 2015 was AllianceBernstein, an estimated $330M added.
  • The largest Walt Disney seller in Q1 2015 was Massachusetts Financial Services, an estimated $870M sold.

Based on aggregated 13F filings for Q1 2015.