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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,800
Holders Change
+92
Holders Change %
+5.39%
% of All Funds
47.22%
Holding in Top 10
231
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-8.7%
% of All Funds
6.06%
New
185
Increased
729
Reduced
709
Closed
70
Calls
$2.62B
Puts
$3.92B
Net Calls
-$1.3B
Net Calls Change
-$1.45B

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$267M
2
Morgan Stanley
Morgan Stanley
New York
+$252M
3
Deutsche Bank
Deutsche Bank
Germany
+$233M
4
BFA
BlackRock Fund Advisors
California
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$516M
2
Capital World Investors
Capital World Investors
California
-$480M
3
Ameriprise
Ameriprise
Minnesota
-$423M
4
CWG
C WorldWide Group
Denmark
-$352M
5
MCM
Marsico Capital Management
Colorado
-$341M
Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
951
Capital Investment Counsel Inc
North Carolina
$2.47M -$85.2K -764 -3%
HVIA
952
Hudson Valley Investment Advisors
New York
$2.47M +$185K +1,660 +8%
FWCM
953
Ferguson Wellman Capital Management
Oregon
$2.46M -$332K -2,975 -11%
ARTA
954
A.R.T. Advisors
New York
$2.46M +$2.61M +23,377 New
WSC
955
Wellington Shields & Co
New York
$2.45M +$111K +1,000 +4%
WC
956
Whitnell & Co
Illinois
$2.45M +$11.1K +100 +0.4%
CIM
957
CenturyLink Investment Management
Colorado
$2.44M – – –
CNAM
958
Campbell Newman Asset Management
Wisconsin
$2.44M -$41.9K -376 -2%
WMSA
959
Weiss Multi-Strategy Advisers
New York
$2.43M -$1.03M -9,208 -28%
MCM
960
Monarch Capital Management
Indiana
$2.43M – – –
VFA
961
Voya Financial Advisors
Connecticut
$2.43M +$685K +6,146 +37%
CT
962
Chicago Trust
Illinois
$2.43M -$254K -2,278 -9%
PP
963
Patten & Patten
Tennessee
$2.43M +$36.8K +330 +1%
EWM
964
Endurance Wealth Management
Rhode Island
$2.41M – – –
BCM
965
BlueCrest Capital Management
Jersey
$2.4M +$295K +2,651 +13%
EDRH
966
Edmond de Rothschild Holding
Switzerland
$2.4M +$924K +8,287 +57%
VCAM
967
Valentine Capital Asset Management
California
$2.39M +$398K +3,572 +19%
HCM
968
Harvey Capital Management
Florida
$2.38M +$223K +2,000 +10%
ECM
969
Estabrook Capital Management
New York
$2.37M +$788K +7,071 +46%
ST
970
Smithfield Trust
Pennsylvania
$2.37M -$62.3K -559 -2%
KC
971
Kingfisher Capital
North Carolina
$2.35M +$15.2K +136 +0.6%
AMM
972
American Money Management
California
$2.35M +$1.98M +17,733 +383%
HAG
973
HighPoint Advisor Group
Illinois
$2.33M +$1.52M +13,658 +131%
WGCA
974
Wolf Group Capital Advisors
Virginia
$2.32M +$2.47M +22,119 New
SOAMC
975
Spirit of America Management Corp
New York
$2.31M – – –
37 38
39
40 41

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.