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Walt Disney
DIS

1,934 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, 707 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: 1,789 → 1,934 (+145)

2.8% more ownership

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

6% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 753

Holders
1,934
Holders Change
+145
Holders Change %
+8.11%
% of All Funds
48.34%
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
707
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
DRS
951
Deane Retirement Strategies
Louisiana
$2.64M +$22.8K +234 +0.9%
HWA
952
HCR Wealth Advisors
California
$2.63M +$2.46M +25,184 New
11A
953
10-15 Associates
New York
$2.61M -$219K -2,246 -8%
MMG
954
Monetary Management Group
Missouri
$2.61M -$4.88K -50 -0.2%
WCM
955
Weik Capital Management
Pennsylvania
$2.61M +$202K +2,070 +9%
LAIC
956
Lederer & Associates Investment Counsel
California
$2.61M +$2.44M +25,025 New
KCMRT
957
Kemper Corp Master Retirement Trust
Illinois
$2.61M – – –
JCM
958
Jafra Capital Management
New York
$2.61M +$2.44M +25,000 New
KFBMI
959
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.61M – – –
PA
960
Parallel Advisors
California
$2.6M +$2.44M +24,996 New
MFS
961
Monetta Financial Services
Illinois
$2.6M +$2.44M +25,000 New
BBHC
962
Brown Brothers Harriman & Co
New York
$2.59M -$454K -4,661 -16%
PWPCM
963
Perella Weinberg Partners Capital Management
New York
$2.59M +$2.42M +24,820 New
FMT
964
First Mercantile Trust
Tennessee
$2.58M -$239K -2,452 -9%
BCM
965
Birmingham Capital Management
Alabama
$2.58M -$43.4K -445 -2%
FFWA
966
FRG Family Wealth Advisors
Washington
$2.57M +$782K +8,019 +48%
WSC
967
Wellington Shields & Co
New York
$2.56M -$11.6K -119 -0.5%
SGA
968
Strategic Global Advisors
California
$2.56M -$13K -133 -0.5%
JFA
969
JNBA Financial Advisors
Minnesota
$2.56M +$1.62M +16,619 +210%
AMM
970
American Money Management
California
$2.56M -$27.7K -284 -1%
MNBTD
971
Moody National Bank Trust Division
Texas
$2.55M – – –
SFSIG
972
San Francisco Sentry Investment Group
California
$2.54M +$198K +2,032 +9%
FFSOTS
973
Fiduciary Financial Services of The Southwest
Texas
$2.52M -$117K -1,201 -5%
WMSA
974
Weiss Multi-Strategy Advisers
New York
$2.52M +$2.36M +24,191 New
SB
975
Simmons Bank
Arkansas
$2.52M -$23.8K -244 -1%
37 38
39
40 41

DIS Hedge Fund Activity: Q4 2016 in Review

1,934 of the 4,001 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 707 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.

  • 1,934 institutional investors held Walt Disney (DIS) as of Q4 2016, up from 1,789 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.