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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
MA
1551
MCF Advisors
Kentucky
$88K +$18K +200 +27%
AFIA
1552
America First Investment Advisors
Nebraska
$86K – – –
BCMIO
1553
Beacon Capital Management Inc (Ohio)
Ohio
$86K – – –
EP
1554
Edinburgh Partners
United Kingdom
$86K – – –
ICM
1555
ICC Capital Management
Florida
$85K – – –
CWM
1556
Catamount Wealth Management
Connecticut
$80K +$76.2K +845 New
WA
1557
Waverly Advisors
Alabama
$78K -$5.77K -64 -7%
CP
1558
Corbenic Partners
Pennsylvania
$76K +$59.6K +661 +465%
RCG
1559
Ruggie Capital Group
Florida
$76K +$72.6K +805 New
IMS
1560
Index Management Solutions
Pennsylvania
$75K +$30.8K +342 +75%
MMG
1561
Monetary Management Group
Missouri
$75K +$72.1K +800 New
VC
1562
Vestor Capital
Illinois
$69K +$14K +155 +27%
PIM
1563
Parasol Investment Management
Illinois
$69K +$41K +455 +164%
ZTNA
1564
Zions Trust National Association
Utah
$68K – – –
CWM
1565
Cranbrook Wealth Management
Michigan
$66K – – –
KT
1566
Kanaly Trust
Texas
$65K +$1.62K +18 +3%
CAW
1567
Cornerstone Advisors (Washington)
Washington
$64K +$6.31K +70 +11%
DOA
1568
D'Orazio & Associates
Virginia
$63K – – –
PIA
1569
Piedmont Investment Advisors
North Carolina
$62.6K -$5.32M -58,953 -99%
AWM
1570
Avior Wealth Management
Nebraska
$61K – – –
MUMSS
1571
Mitsubishi UFJ Morgan Stanley Securities
Japan
$61K – – –
BWFA
1572
Baltimore-Washington Financial Advisors
Maryland
$60K – – –
CPIG
1573
Chicago Partners Investment Group
Illinois
$59K +$56.1K +622 New
WCM
1574
Wealthcare Capital Management
Virginia
$58K +$10.1K +112 +22%
RA
1575
Rational Advisors
New York
$57K +$55K +610 New
61 62
63
64 65

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.