Walt Disney
DIS
1,802 hedge funds and large institutions have $92.6B invested in Walt Disney in 2016 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 745 increasing their positions, 729 reducing their positions, and 72 closing their positions.
49% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 72
2% more repeat investments, than reductions
Existing positions increased: 745 | Existing positions reduced: 729
1% more funds holding
Funds holding: 1,788 → 1,802 (+14)
1% less call options, than puts
Call options by funds: $2.53B | Put options by funds: $2.55B
2% less capital invested
Capital invested by funds: $94.1B → $92.6B (-$1.5B)
2.95% less ownership
Funds ownership: 61.35% → 58.4% (-3%)
16% less funds holding in top 10
Funds holding in top 10: 180 → 152 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$402M |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$355M |
| 3 |
Goldman Sachs
New York
|
+$317M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$190M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.94B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$783M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$281M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$262M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254M |
DIS Hedge Fund Activity: Q2 2016 in Review
1,802 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2016, worth a combined $92.6B — down 1.6% from $94.1B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new DIS positions and 72 closed out — a net gain of 35 holders — while 745 added to existing stakes and 729 trimmed.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $402M. The largest seller was Royal London Asset Management, cutting an estimated $3.94B.
- 1,802 institutional investors held Walt Disney (DIS) as of Q2 2016, up from 1,788 in Q1 2016.
- Funds reported $92.6B of Walt Disney stock for Q2 2016, down 1.6% quarter-over-quarter.
- 107 funds opened new Walt Disney positions in Q2 2016 and 72 closed out, a net change of +35 holders.
- The largest Walt Disney buyer in Q2 2016 was Parnassus Investments, an estimated $402M added.
- The largest Walt Disney seller in Q2 2016 was Royal London Asset Management, an estimated $3.94B sold.
Based on aggregated 13F filings for Q2 2016.