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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
JWM
1576
Jackson Wealth Management
Florida
$227K +$10.9K +100 +5%
CPA
1577
Capital Planning Advisors
California
$226K -$32.7K -300 -12%
W
1578
Wealthquest
Ohio
$226K +$3.16K +29 +1%
Manulife (Manufacturers Life Insurance)
1579
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$224K +$4.24M +38,959 +2%
DP
1580
Dearborn Partners
Illinois
$218K +$232K +2,132 New
VA
1581
Valmark Advisers
Ohio
$213K +$9.15K +84 +4%
KL
1582
Kinsight LLC
Alabama
$211K
STB
1583
S&T Bank
Pennsylvania
$211K
CCS
1584
Crosspoint Capital Strategies
California
$208K -$32.7K -300 -13%
Carson Wealth (CWM LLC)
1585
Carson Wealth (CWM LLC)
Nebraska
$205K +$19.6K +180 +10%
BEC
1586
Blue Edge Capital
Virginia
$204K
RC
1587
RBF Capital
California
$204K -$1.42M -13,000 -87%
SSA
1588
South Street Advisors
New York
$204K
AWS
1589
Aris Wealth Services
Pennsylvania
$203K -$113K -1,038 -34%
PAM
1590
Palisade Asset Management
Minnesota
$202K
KL
1591
KWMG LLC
Kansas
$201K
NA
1592
Nottingham Advisors
New York
$201K
YP
1593
Yellowstone Partners
Idaho
$200K -$3.38K -31 -2%
HDIM
1594
Hanson & Doremus Investment Management
Vermont
$194K
EFSCE
1595
Enterprise Financial Services Corp (EFSC)
Missouri
$193K +$28.4K +261 +16%
HA
1596
Harfst & Associates
Wyoming
$185K +$137K +1,262 +229%
ZB
1597
Zions Bancorporation
Utah
$183K -$893K -8,197 -84%
GAM
1598
Gemmer Asset Management
California
$180K -$6.97K -64 -4%
LFR
1599
Lehman Financial Resources
Pennsylvania
$180K -$1.09K -10 -0.6%
JG
1600
Jefferies Group
New York
$172K -$4.54M -41,732 -96%

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.