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Walt Disney

1,295 hedge funds and large institutions have $73.3B invested in Walt Disney in 2013 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 474 increasing their positions, 567 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.01B

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

1% more capital invested

Capital invested by funds: $72.8B → $73.3B (+$588M)

1% more funds holding

Funds holding: 1,2861,295 (+9)

0.33% less ownership

Funds ownership: 63.97%63.63% (-0.33%)

16% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 567

17% less funds holding in top 10

Funds holding in top 10: 10587 (-18)

Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
41.83%
Holding in Top 10
87
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-17.14%
% of All Funds
2.81%
New
82
Increased
474
Reduced
567
Closed
59
Calls
$1.47B
Puts
$1.01B
Net Calls
+$459M
Net Calls Change
+$42M

DIS Hedge Fund Activity: Q3 2013 in Review

1,295 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2013, worth a combined $73.3B — up 0.81% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DIS positions and 59 closed out — a net gain of 23 holders — while 474 added to existing stakes and 567 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $648M. The largest seller was Davis Selected Advisers, cutting an estimated $425M.

  • 1,295 institutional investors held Walt Disney (DIS) as of Q3 2013, up from 1,286 in Q2 2013.
  • Funds reported $73.3B of Walt Disney stock for Q3 2013, up 0.81% quarter-over-quarter.
  • 82 funds opened new Walt Disney positions in Q3 2013 and 59 closed out, a net change of +23 holders.
  • The largest Walt Disney buyer in Q3 2013 was OppenheimerFunds, an estimated $648M added.
  • The largest Walt Disney seller in Q3 2013 was Davis Selected Advisers, an estimated $425M sold.

Based on aggregated 13F filings for Q3 2013.