Walt Disney
DIS
1,678 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.
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: 1,624 → 1,678 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$330M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$317M |
| 3 |
Goldman Sachs
New York
|
+$267M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$239M |
| 5 |
FAM
Fred Alger Management
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$870M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$406M |
| 3 |
State Street
Boston,
Massachusetts
|
-$265M |
| 4 |
Bank of New York Mellon
New York
|
-$225M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$142M |
DIS Hedge Fund Activity: Q1 2015 in Review
1,678 of the 3,753 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.
- 1,678 institutional investors held Walt Disney (DIS) as of Q1 2015, up from 1,624 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.