Walt Disney
DIS
1,800 hedge funds and large institutions have $105B invested in Walt Disney in 2015 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 729 increasing their positions, 709 reducing their positions, and 70 closing their positions.
164% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 70
5% more funds holding
Funds holding: 1,708 → 1,800 (+92)
3% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 709
0% more capital invested
Capital invested by funds: $104B → $105B (+$491M)
0.25% less ownership
Funds ownership: 60.65% → 60.41% (-0.25%)
9% less funds holding in top 10
Funds holding in top 10: 253 → 231 (-22)
33% less call options, than puts
Call options by funds: $2.62B | Put options by funds: $3.92B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$267M |
| 2 |
Morgan Stanley
New York
|
+$252M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$233M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$145M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$516M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$480M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$423M |
| 4 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
-$352M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$341M |
DIS Hedge Fund Activity: Q4 2015 in Review
1,800 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2015, worth a combined $105B — up 0.47% from $104B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new DIS positions and 70 closed out — a net gain of 115 holders — while 729 added to existing stakes and 709 trimmed.
The largest buyer was Capital International Investors, adding an estimated $267M. The largest seller was Massachusetts Financial Services, cutting an estimated $516M.
- 1,800 institutional investors held Walt Disney (DIS) as of Q4 2015, up from 1,708 in Q3 2015.
- Funds reported $105B of Walt Disney stock for Q4 2015, up 0.47% quarter-over-quarter.
- 185 funds opened new Walt Disney positions in Q4 2015 and 70 closed out, a net change of +115 holders.
- The largest Walt Disney buyer in Q4 2015 was Capital International Investors, an estimated $267M added.
- The largest Walt Disney seller in Q4 2015 was Massachusetts Financial Services, an estimated $516M sold.
Based on aggregated 13F filings for Q4 2015.