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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
SRAM
1476
Stone Ridge Asset Management
New York
$235K +$225K +2,500 New
SFA
1477
Sequoia Financial Advisors
Ohio
$231K -$47.7K -529 -18%
MCM
1478
Marathon Capital Management
Maryland
$230K -$13.5K -150 -6%
TI
1479
Telemetry Investments
New York
$228K +$218K +2,421 New
PCM
1480
Prelude Capital Management
New York
$226K -$141K -1,561 -39%
BHB
1481
Bank Hapoalim BM
Israel
$226K – – –
WHI
1482
William Harris Investors
Illinois
$226K – – –
CRIG
1483
Charter Research & Investment Group
Connecticut
$226K +$216K +2,400 New
BCM
1484
Brookstone Capital Management
Illinois
$225K +$9.02K +100 +4%
EAM
1485
Evanson Asset Management
California
$225K +$216K +2,394 New
CBOR
1486
Community Bank of Raymore
Missouri
$223K +$213K +2,366 New
PG
1487
Portola Group
California
$222K – – –
AF
1488
Affiance Financial
Minnesota
$222K +$213K +2,361 New
HR
1489
Howe & Rusling
New York
$220K – – –
TIM
1490
Tortoise Investment Management
New York
$220K +$66.6K +739 +46%
NPIT
1491
National Penn Investors Trust
Pennsylvania
$220K +$211K +2,339 New
PCM
1492
Palisade Capital Management
New Jersey
$219K +$209K +2,321 New
HBT
1493
Hills Bank & Trust
Iowa
$218K +$208K +2,312 New
EGM
1494
Engineers Gate Manager
New York
$217K +$207K +2,300 New
DT
1495
Diversified Trust
Tennessee
$217K +$208K +2,305 New
PPSG
1496
Princeton Portfolio Strategies Group
New Jersey
$217K +$208K +2,307 New
CAM
1497
Concorde Asset Management
Michigan
$217K +$249K +2,763 New
BBPWM
1498
Blue Bell Private Wealth Management
Pennsylvania
$216K – – –
VAS
1499
Valicenti Advisory Services
New York
$216K +$206K +2,289 New
FM
1500
Family Management
New York
$216K +$207K +2,294 New
58 59
60
61 62

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.