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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$687M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$349M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$240M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$234M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$277M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$243M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$229M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$201M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$144M |
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.