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Walt Disney
DIS

1,933 hedge funds and large institutions have $101B invested in Walt Disney in 2016 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 706 increasing their positions, 753 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 77

49% more call options, than puts

Call options by funds: $4.45B | Put options by funds: $2.99B

48% more funds holding in top 10

Funds holding in top 10: 126 → 187 (+61)

18% more capital invested

Capital invested by funds: $85.9B → $101B (+$15.3B)

8% more funds holding

Funds holding: 1,788 → 1,933 (+145)

2.8% more ownership

Funds ownership: 58.28% → 61.08% (+2.8%)

6% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 753

Holders
1,933
Holders Change
+145
Holders Change %
+8.11%
% of All Funds
48.33%
Holding in Top 10
187
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+48.41%
% of All Funds
4.67%
New
250
Increased
706
Reduced
753
Closed
77
Calls
$4.45B
Puts
$2.99B
Net Calls
+$1.46B
Net Calls Change
+$1.53B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$687M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Asset Management One
Asset Management One
Japan
+$240M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$234M
5
Citadel Advisors
Citadel Advisors
Florida
+$221M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$277M
2
JHIU
Janus Henderson Investors US
Colorado
-$243M
3
MTB
Mizuho Trust & Banking
Japan
-$229M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
401
Mogy Joel R Investment Counsel
California
$14.3M -$200K -2,050 -1%
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$14.3M +$234K +2,397 +2%
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.2M -$419K -4,295 -3%
MIH
404
Madison Investment Holdings
Wisconsin
$14M -$718K -7,369 -5%
LKIM
405
Lawson Kroeker Investment Management
Nebraska
$13.8M +$342K +3,510 +3%
NRS
406
Neville Rodie & Shaw
New York
$13.7M +$5.95K +61 +0%
SF
407
Synovus Financial
Georgia
$13.7M +$731K +7,502 +6%
PHAM
408
Pacific Heights Asset Management
California
$13.5M -$97.5K -1,000 -0.8%
BFIC
409
Bedell Frazier Investment Counselling
California
$13.5M +$1.68M +17,251 +15%
IC
410
Inverness Counsel
New York
$13.5M +$4.08M +41,842 +53%
SMDAM
411
Sumitomo Mitsui DS Asset Management
Japan
$13.4M -$638K -6,542 -5%
BB
412
Busey Bank
Illinois
$13.4M -$183K -1,876 -1%
CSIC
413
Clifford Swan Investment Counsel
California
$13.3M +$411K +4,219 +3%
NAM
414
North American Management
Massachusetts
$13.3M -$494K -5,068 -4%
KCM
415
Kornitzer Capital Management
Kansas
$13.2M +$82.9K +850 +0.7%
CC
416
Cadinha & Co
Hawaii
$13M +$11M +112,478 +904%
ACPU
417
Arrowgrass Capital Partners (US)
Delaware
$13M -$5.59M -57,318 -31%
KB
418
Kimelman & Baird
New York
$13M -$412K -4,222 -3%
Jones Financial Companies
419
Jones Financial Companies
Missouri
$12.9M -$100K -1,029 -0.8%
SEM
420
Suncoast Equity Management
Florida
$12.9M -$988K -10,137 -8%
SAM
421
Sompo Asset Management
Japan
$12.9M +$12.1M +124,164 New
IG
422
Ithaka Group
Virginia
$12.9M -$2.29M -23,451 -16%
OPCM
423
Osborne Partners Capital Management
California
$12.9M -$153K -1,571 -1%
CBOA
424
Commonwealth Bank of Australia
Australia
$12.9M +$1.43M +14,681 +13%
GT
425
Glenview Trust
Kentucky
$12.9M +$12M +123,478 New
15 16
17
18 19

DIS Hedge Fund Activity: Q4 2016 in Review

1,933 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2016, worth a combined $101B — up 18% from $85.9B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new DIS positions and 77 closed out — a net gain of 173 holders — while 706 added to existing stakes and 753 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $687M. The largest seller was Jennison Associates, cutting an estimated $277M.

  • 1,933 institutional investors held Walt Disney (DIS) as of Q4 2016, up from 1,788 in Q3 2016.
  • Funds reported $101B of Walt Disney stock for Q4 2016, up 18% quarter-over-quarter.
  • 250 funds opened new Walt Disney positions in Q4 2016 and 77 closed out, a net change of +173 holders.
  • The largest Walt Disney buyer in Q4 2016 was JP Morgan Chase, an estimated $687M added.
  • The largest Walt Disney seller in Q4 2016 was Jennison Associates, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2016.