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Walt Disney
DIS

1,707 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, 661 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: 226 → 280 (+54)

9% more capital invested

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

2% more funds holding

Funds holding: 1,678 → 1,707 (+29)

6% more repeat investments, than reductions

Existing positions increased: 699 | Existing positions reduced: 661

0.04% more ownership

Funds ownership: 62.23% → 62.27% (+0.04%)

Holders
1,707
Holders Change
+29
Holders Change %
+1.73%
% of All Funds
45.99%
Holding in Top 10
280
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+23.89%
% of All Funds
7.54%
New
96
Increased
699
Reduced
661
Closed
48
Calls
$2.32B
Puts
$1.62B
Net Calls
+$707M
Net Calls Change
-$431M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$676M
2
AC
Alleghany Corporation
New York
+$207M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M
4
Goldman Sachs
Goldman Sachs
New York
+$145M
5
WRF
Waddell & Reed Financial
Kansas
+$136M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$527M
2
State Street
State Street
Massachusetts
-$424M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
4
BIT
BlackRock Institutional Trust
California
-$180M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Boltwood Capital Management
California
$2.71M -$46.7K -425 -2%
LCS
902
Levin Capital Strategies
New York
$2.7M -$494K -4,500 -16%
CNAM
903
Campbell Newman Asset Management
Wisconsin
$2.69M -$29.3K -267 -1%
CC
904
Capital Counsel
New York
$2.69M +$38.4K +350 +2%
WIC
905
Wilkins Investment Counsel
Massachusetts
$2.69M – – –
NSIM
906
North Star Investment Management
Illinois
$2.69M +$133K +1,210 +5%
MCM
907
Monarch Capital Management
Indiana
$2.67M -$65.9K -600 -2%
WC
908
Whitnell & Co
Illinois
$2.65M -$51.9K -473 -2%
WSC
909
Wellington Shields & Co
New York
$2.63M -$110K -1,000 -4%
WS
910
Wedbush Securities
California
$2.62M +$84.3K +768 +3%
LRPA
911
L. Roy Papp & Associates
Arizona
$2.62M +$1.11M +10,149 +79%
EWM
912
Endurance Wealth Management
Rhode Island
$2.61M – – –
LCM
913
Liberty Capital Management
Michigan
$2.59M +$182K +1,655 +8%
WP
914
WMS Partners
Maryland
$2.58M +$35.4K +322 +1%
ACM
915
Atika Capital Management
New York
$2.57M +$500K +4,550 +25%
CWM
916
Concert Wealth Management
California
$2.57M +$187K +1,705 +8%
CCFCSB
917
Cape Cod Five Cents Savings Bank
Massachusetts
$2.57M -$62K -565 -2%
ICAS
918
Investors Capital Advisory Services
Massachusetts
$2.57M +$423K +3,851 +21%
SCM
919
Shelton Capital Management
Colorado
$2.55M -$4.72M -42,984 -66%
RA
920
RiverPark Advisors
New York
$2.54M – – –
AMG
921
Asset Management Group
Connecticut
$2.53M -$81.4K -741 -3%
HCM
922
Hodges Capital Management
Texas
$2.52M +$175K +1,591 +8%
SOAMC
923
Spirit of America Management Corp
New York
$2.51M – – –
OSNBOA
924
Old Second National Bank of Aurora
Illinois
$2.51M -$91.8K -836 -4%
AC
925
Allstate Corporation
Illinois
$2.48M +$2.38M +21,700 New
35 36
37
38 39

DIS Hedge Fund Activity: Q2 2015 in Review

1,707 of the 3,712 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 661 trimmed.

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

  • 1,707 institutional investors held Walt Disney (DIS) as of Q2 2015, up from 1,678 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.