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Walt Disney

1,708 hedge funds and large institutions have $104B invested in Walt Disney in 2015 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 817 increasing their positions, 593 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 593

15% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 98

6% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.63B

0% more funds holding

Funds holding: 1,7081,708 (0)

1.61% less ownership

Funds ownership: 62.27%60.65% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 280253 (-27)

13% less capital invested

Capital invested by funds: $120B → $104B (-$16B)

Holders
1,708
Holders Change
Holders Change %
0%
% of All Funds
47.68%
Holding in Top 10
253
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.64%
% of All Funds
7.06%
New
113
Increased
817
Reduced
593
Closed
98
Calls
$2.78B
Puts
$2.63B
Net Calls
+$149M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
IRS
1551
Invictus RG (Singapore)
Singapore
$247K +$263K +2,413 New
EGM
1552
Engineers Gate Manager
New York
$247K +$263K +2,415 New
CRIG
1553
Charter Research & Investment Group
Connecticut
$245K
WHI
1554
William Harris Investors
Illinois
$245K
MRI
1555
Mad River Investors
Massachusetts
$245K +$261K +2,400 New
TIM
1556
Tortoise Investment Management
New York
$243K
BWFM
1557
Bridgewater Wealth & Financial Management
Maryland
$243K +$30.1K +276 +13%
BBPWM
1558
Blue Bell Private Wealth Management
Pennsylvania
$237K
SFSG
1559
Stearns Financial Services Group
North Carolina
$237K +$38.7K +355 +18%
AA
1560
Apriem Advisors
California
$236K -$18.3K -168 -7%
HR
1561
Howe & Rusling
New York
$236K -$8.49K -78 -3%
SFS
1562
Summit Financial Strategies
Ohio
$236K +$218 +2 +0.1%
IF
1563
IRON Financial
Illinois
$236K +$19.6K +180 +8%
CBB
1564
Citizens Business Bank
California
$235K -$633K -5,816 -72%
VAS
1565
Valicenti Advisory Services
New York
$234K
CPC
1566
Cookson Peirce & Co
Pennsylvania
$233K -$44.2K -406 -15%
OMC
1567
Overbrook Management Corp
New York
$233K
FWM
1568
Focused Wealth Management
New York
$232K +$45.3K +416 +22%
BFM
1569
Boothbay Fund Management
New York
$230K +$245K +2,251 New
GWM
1570
Greenwich Wealth Management
Connecticut
$230K +$245K +2,251 New
SCP
1571
Syntal Capital Partners
Texas
$230K +$246K +2,260 New
SAMT
1572
Select Asset Management & Trust
Pennsylvania
$229K
CIP
1573
Convergence Investment Partners
Florida
$228K -$2.29K -21 -0.9%
FNBSF
1574
First National Bank Sioux Falls
South Dakota
$228K
SCA
1575
Stillwater Capital Advisors
Pennsylvania
$227K +$218 +2 +0.1%

DIS Hedge Fund Activity: Q3 2015 in Review

1,708 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2015, worth a combined $104B — down 13% from $120B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DIS positions and 98 closed out — a net gain of 15 holders — while 817 added to existing stakes and 593 trimmed.

The largest buyer was Bank of America, adding an estimated $347M. The largest seller was Capital World Investors, cutting an estimated $917M.

  • 1,708 institutional investors held Walt Disney (DIS) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $104B of Walt Disney stock for Q3 2015, down 13% quarter-over-quarter.
  • 113 funds opened new Walt Disney positions in Q3 2015 and 98 closed out, a net change of +15 holders.
  • The largest Walt Disney buyer in Q3 2015 was Bank of America, an estimated $347M added.
  • The largest Walt Disney seller in Q3 2015 was Capital World Investors, an estimated $917M sold.

Based on aggregated 13F filings for Q3 2015.