Walt Disney
DIS
1,804 hedge funds and large institutions have $92.7B invested in Walt Disney in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 745 increasing their positions, 731 reducing their positions, and 72 closing their positions.
47% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 72
2% more repeat investments, than reductions
Existing positions increased: 745 | Existing positions reduced: 731
1% more funds holding
Funds holding: 1,791 → 1,804 (+13)
0.54% less ownership
Funds ownership: 58.92% → 58.38% (-0.54%)
1% less call options, than puts
Call options by funds: $2.53B | Put options by funds: $2.55B
3% less capital invested
Capital invested by funds: $95.5B → $92.7B (-$2.82B)
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 |
Fidelity Investments
Boston,
Massachusetts
|
-$783M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$281M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$262M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$200M |
DIS Hedge Fund Activity: Q2 2016 in Review
1,804 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2016, worth a combined $92.7B — down 3% from $95.5B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new DIS positions and 72 closed out — a net gain of 34 holders — while 745 added to existing stakes and 731 trimmed.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $783M.
- 1,804 institutional investors held Walt Disney (DIS) as of Q2 2016, up from 1,791 in Q1 2016.
- Funds reported $92.7B of Walt Disney stock for Q2 2016, down 3% quarter-over-quarter.
- 106 funds opened new Walt Disney positions in Q2 2016 and 72 closed out, a net change of +34 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 Fidelity Investments, an estimated $783M sold.
Based on aggregated 13F filings for Q2 2016.