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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
RAM
1301
Riggs Asset Management
Pennsylvania
$485K – – –
KCPG
1302
Kavar Capital Partners Group
Kansas
$483K – – –
HS
1303
Huntington Steele
Pennsylvania
$482K – – –
LH
1304
Lebenthal Holdings
New York
$481K +$461K +5,112 New
SGAM
1305
Steinberg Global Asset Management
Florida
$477K -$22.5K -250 -5%
NCM
1306
Neumann Capital Management
California
$477K +$457K +5,064 New
SSIA
1307
Spero-Smith Investment Advisers
Ohio
$476K -$27K -300 -6%
DAC
1308
Dividend Assets Capital
South Carolina
$473K – – –
MCM
1309
Maple Capital Management
Vermont
$472K – – –
DA
1310
Dunvegan Associates
California
$471K +$371K +4,116 +465%
BCM
1311
Bienville Capital Management
New York
$471K +$451K +5,000 New
PAM
1312
Peninsula Asset Management
Florida
$469K – – –
PIA
1313
Peachtree Investment Advisors
Georgia
$468K – – –
SAA
1314
Southeast Asset Advisors
Georgia
$467K +$9.02K +100 +2%
AT
1315
Acadia Trust
Maine
$464K +$87.5K +970 +25%
HCM
1316
Harvest Capital Management
New Hampshire
$462K – – –
ABP
1317
Arthur B. Page
$462K +$90.2K +1,000 +26%
SCM
1318
Southport Capital Management
Tennessee
$462K +$442K +4,900 New
TIA
1319
Tiemann Investment Advisors
California
$460K +$15.8K +175 +4%
EA
1320
Emerald Advisers
Pennsylvania
$456K – – –
TBA
1321
Train Babcock Advisors
New York
$456K +$17.2K +191 +4%
PSC
1322
Prentiss Smith & Co
Vermont
$452K +$433K +4,800 New
UR
1323
USCA RIA
Texas
$447K -$68.1K -755 -14%
AAM
1324
Auxier Asset Management
Oregon
$443K -$2.16K -24 -0.5%
BOK
1325
Bank of Kentucky
Kentucky
$443K +$158K +1,750 +59%
51 52
53
54 55

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.