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Walt Disney
DIS

1,625 hedge funds and large institutions have $99.6B invested in Walt Disney in 2014 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 606 increasing their positions, 622 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 58

8% more funds holding

Funds holding: 1,500 → 1,625 (+125)

7% more funds holding in top 10

Funds holding in top 10: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $96.1B → $99.6B (+$3.47B)

3% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.8B

0.5% less ownership

Funds ownership: 62.96% → 62.47% (-0.5%)

3% less repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 622

Holders
1,625
Holders Change
+125
Holders Change %
+8.33%
% of All Funds
43.32%
Holding in Top 10
169
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.96%
% of All Funds
4.51%
New
202
Increased
606
Reduced
622
Closed
58
Calls
$1.85B
Puts
$1.8B
Net Calls
+$51.8M
Net Calls Change
-$629M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$421M
2
State Street
State Street
Massachusetts
+$313M
3
BFA
BlackRock Fund Advisors
California
+$155M
4
Wells Fargo
Wells Fargo
California
+$143M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$454M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$365M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$326M
4
American Century Companies
American Century Companies
Missouri
-$307M
5
ECU
Egerton Capital (UK)
United Kingdom
-$281M
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1001
Naples Global Advisors
Florida
$1.51M +$8.29K +92 +0.6%
FNBTCON
1002
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M -$11.7K -130 -0.8%
MHC
1003
Meyer Handelman Company
New York
$1.5M – – –
CCT
1004
Capital City Trust
Florida
$1.5M +$53.7K +596 +4%
CM
1005
Churchill Management
California
$1.5M -$146K -1,617 -9%
QT
1006
Quantbot Technologies
New York
$1.48M +$1.42M +15,740 New
AB
1007
AT Bancorp
Iowa
$1.48M +$17.3K +192 +1%
TSS
1008
Two Sigma Securities
New York
$1.47M +$1.41M +15,620 New
PG
1009
Proffitt & Goodson
Tennessee
$1.47M -$90.2K -1,000 -6%
SPC
1010
Sigma Planning Corp
Michigan
$1.46M +$1.4M +15,546 New
WPC
1011
White Pine Capital
Minnesota
$1.45M -$85.6K -950 -6%
SMG
1012
Spectrum Management Group
Indiana
$1.43M +$15.3K +170 +1%
BCA
1013
Bray Capital Advisors
Florida
$1.43M +$1.36M +15,126 New
MCM
1014
Manchester Capital Management
Vermont
$1.42M – – –
DCM
1015
Dinsmore Capital Management
New Jersey
$1.41M – – –
CNC
1016
Citizens & Northern Corp
Pennsylvania
$1.41M +$1M +11,096 +285%
DMC
1017
Drexel Morgan & Co
Pennsylvania
$1.41M – – –
HPBT
1018
High Point Bank & Trust
North Carolina
$1.39M – – –
JMH
1019
J.M. Hartwell
New York
$1.39M +$33.8K +375 +3%
SI
1020
Scharf Investments
California
$1.38M – – –
CTB
1021
Country Trust Bank
Illinois
$1.37M -$60.9K -676 -4%
DSI
1022
Daiwa SB Investments
Japan
$1.36M -$3.44M -38,130 -73%
WIM
1023
Waverton Investment Management
United Kingdom
$1.36M – – –
FCB
1024
First Citizens Bancorporation
South Carolina
$1.33M -$175K -1,940 -12%
JFL
1025
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.33M +$44K +488 +4%
39 40
41
42 43

DIS Hedge Fund Activity: Q4 2014 in Review

1,625 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2014, worth a combined $99.6B — up 3.6% from $96.1B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new DIS positions and 58 closed out — a net gain of 144 holders — while 606 added to existing stakes and 622 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $421M. The largest seller was JP Morgan Chase, cutting an estimated $454M.

  • 1,625 institutional investors held Walt Disney (DIS) as of Q4 2014, up from 1,500 in Q3 2014.
  • Funds reported $99.6B of Walt Disney stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 202 funds opened new Walt Disney positions in Q4 2014 and 58 closed out, a net change of +144 holders.
  • The largest Walt Disney buyer in Q4 2014 was Morgan Stanley, an estimated $421M added.
  • The largest Walt Disney seller in Q4 2014 was JP Morgan Chase, an estimated $454M sold.

Based on aggregated 13F filings for Q4 2014.