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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
WCM
976
Woodson Capital Management
Connecticut
$2.5M +$2.34M +24,000 New
IIC
977
Ironwood Investment Counsel
Arizona
$2.5M +$1.95K +20 +0.1%
OSNBOA
978
Old Second National Bank of Aurora
Illinois
$2.48M -$318K -3,263 -12%
SGI
979
Summit Global Investments
Utah
$2.48M +$2.32M +23,814 New
BA
980
Bristlecone Advisors
Washington
$2.48M -$257K -2,639 -10%
ACM
981
Alpha Capital Management
Texas
$2.48M +$195K +2,002 +9%
WIA
982
Westbourne Investment Advisors
Maryland
$2.47M +$10.7K +110 +0.5%
CIA
983
Capital Investment Advisors
Georgia
$2.46M +$73.3K +752 +3%
ANRIA
984
American National Registered Investment Advisor
Texas
$2.46M – – –
BMO
985
Beck Mack & Oliver
New York
$2.46M – – –
BCM
986
Boltwood Capital Management
California
$2.46M – – –
PCM
987
Parsons Capital Management
Rhode Island
$2.44M +$265K +2,721 +13%
CC
988
Cognios Capital
Kansas
$2.43M +$59.5K +610 +3%
DDC
989
Daniel Devine & Co
Florida
$2.42M +$2.27M +23,252 New
CAM
990
Cubic Asset Management
Massachusetts
$2.41M – – –
CFG
991
Citizens Financial Group
Rhode Island
$2.39M -$406K -4,163 -15%
JIC
992
Joel Isaacson & Co
New York
$2.39M -$219K -2,244 -9%
CCC
993
Chelsea Counsel Company
California
$2.39M -$3.62M -37,163 -62%
KA
994
Kovack Advisors
Florida
$2.38M -$62.5K -641 -3%
SAM
995
Symphony Asset Management
California
$2.38M -$61.9K -635 -3%
CBU
996
CIBC Bank USA
Illinois
$2.38M -$43.9K -450 -2%
NP
997
NS Partners
United Kingdom
$2.37M -$365K -3,746 -14%
FPA
998
First Pacific Advisors
California
$2.37M +$2.22M +22,763 New
RB
999
Rodgers Brothers
Pennsylvania
$2.36M -$5.17K -53 -0.2%
HCM
1000
Harvey Capital Management
Florida
$2.36M -$341K -3,500 -13%
38 39
40
41 42

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.