Walt Disney
DIS
1,477 hedge funds and large institutions have $94.4B invested in Walt Disney in 2014 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 554 increasing their positions, 607 reducing their positions, and 44 closing their positions.
116% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 44
99% more call options, than puts
Call options by funds: $2.51B | Put options by funds: $1.26B
11% more funds holding in top 10
Funds holding in top 10: 133 → 147 (+14)
7% more capital invested
Capital invested by funds: $87.9B → $94.4B (+$6.53B)
3% more funds holding
Funds holding: 1,436 → 1,477 (+41)
0.96% more ownership
Funds ownership: 62.63% → 63.59% (+0.96%)
9% less repeat investments, than reductions
Existing positions increased: 554 | Existing positions reduced: 607
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.3B |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$393M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$252M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$230M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$317M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$218M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$185M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$157M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$117M |
DIS Hedge Fund Activity: Q2 2014 in Review
1,477 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2014, worth a combined $94.4B — up 7.4% from $87.9B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new DIS positions and 44 closed out — a net gain of 51 holders — while 554 added to existing stakes and 607 trimmed.
The largest buyer was Norges Bank, adding an estimated $1.3B. The largest seller was Egerton Capital (UK), cutting an estimated $317M.
- 1,477 institutional investors held Walt Disney (DIS) as of Q2 2014, up from 1,436 in Q1 2014.
- Funds reported $94.4B of Walt Disney stock for Q2 2014, up 7.4% quarter-over-quarter.
- 95 funds opened new Walt Disney positions in Q2 2014 and 44 closed out, a net change of +51 holders.
- The largest Walt Disney buyer in Q2 2014 was Norges Bank, an estimated $1.3B added.
- The largest Walt Disney seller in Q2 2014 was Egerton Capital (UK), an estimated $317M sold.
Based on aggregated 13F filings for Q2 2014.