Walt Disney
DIS
1,396 hedge funds and large institutions have $84.8B invested in Walt Disney in 2013 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 469 increasing their positions, 566 reducing their positions, and 55 closing their positions.
216% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 55
43% more funds holding in top 10
Funds holding in top 10: 87 → 124 (+37)
39% more call options, than puts
Call options by funds: $1.67B | Put options by funds: $1.2B
16% more capital invested
Capital invested by funds: $73.3B → $84.8B (+$11.5B)
8% more funds holding
Funds holding: 1,295 → 1,396 (+101)
0.46% less ownership
Funds ownership: 63.63% → 63.17% (-0.46%)
17% less repeat investments, than reductions
Existing positions increased: 469 | Existing positions reduced: 566
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
+$273M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$190M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$129M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$103M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$86.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$717M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$491M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$221M |
| 4 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$178M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$163M |
DIS Hedge Fund Activity: Q4 2013 in Review
1,396 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2013, worth a combined $84.8B — up 16% from $73.3B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new DIS positions and 55 closed out — a net gain of 119 holders — while 469 added to existing stakes and 566 trimmed.
The largest buyer was Lansdowne Partners Limited Partnership, adding an estimated $273M. The largest seller was OppenheimerFunds, cutting an estimated $717M.
- 1,396 institutional investors held Walt Disney (DIS) as of Q4 2013, up from 1,295 in Q3 2013.
- Funds reported $84.8B of Walt Disney stock for Q4 2013, up 16% quarter-over-quarter.
- 174 funds opened new Walt Disney positions in Q4 2013 and 55 closed out, a net change of +119 holders.
- The largest Walt Disney buyer in Q4 2013 was Lansdowne Partners Limited Partnership, an estimated $273M added.
- The largest Walt Disney seller in Q4 2013 was OppenheimerFunds, an estimated $717M sold.
Based on aggregated 13F filings for Q4 2013.