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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
OPTFSNA
1376
Old Point Trust & Financial Services N A
Virginia
$354K +$27K +300 +9%
RPA
1377
Rock Point Advisors
Vermont
$353K -$2.98K -33 -0.9%
KA
1378
Klingman & Associates
New York
$350K +$335K +3,717 New
KAH
1379
Kathryn A. Hall
$349K +$334K +3,700 New
AW
1380
Alpha Windward
Massachusetts
$347K -$3.97K -44 -1%
SC
1381
Schulhoff & Co
Ohio
$344K +$3.16K +35 +1%
PWMAG
1382
Pinnacle Wealth Management Advisory Group
New Jersey
$341K +$327K +3,624 New
PMFA
1383
Plante Moran Financial Advisors
Michigan
$340K -$32K -355 -9%
BCA
1384
Benchmark Capital Advisors
New York
$339K -$54.1K -600 -14%
AIM
1385
Acuity Investment Management
Ontario, Canada
$339K +$72.1K +800 +29%
SFM
1386
Signature Financial Management
Virginia
$338K -$7.66K -85 -2%
RCWMU
1387
Rothschild & Co Wealth Management (UK)
United Kingdom
$336K – – –
W
1388
Wealthquest
Ohio
$332K +$317K +3,520 New
SWM
1389
Segment Wealth Management
Texas
$330K -$5.05K -56 -2%
FWP
1390
FAS Wealth Partners
Kansas
$330K +$9.02K +100 +3%
WA
1391
Wealth Architects
California
$329K +$315K +3,492 New
NL
1392
NWAM LLC
Washington
$326K -$91.1K -1,011 -23%
BFC
1393
Blue Fin Capital
Rhode Island
$326K +$36.5K +405 +13%
NCM
1394
Narwhal Capital Management
Georgia
$325K – – –
MG
1395
MDE Group
New Jersey
$322K +$19.4K +215 +7%
PAA
1396
Peregrine Asset Advisers
Oregon
$321K +$46.1K +511 +18%
SHWM
1397
Smith & Howard Wealth Management
Georgia
$317K +$52.2K +579 +21%
SIM
1398
Sadoff Investment Management
Wisconsin
$317K +$303K +3,362 New
BWA
1399
Burt Wealth Advisors
Maryland
$317K +$303K +3,364 New
MCM
1400
MV Capital Management
Maryland
$316K +$303K +3,358 New
54 55
56
57 58

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.