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Walt Disney
DIS

1,800 hedge funds and large institutions have $105B invested in Walt Disney in 2015 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 729 increasing their positions, 709 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 70

5% more funds holding

Funds holding: 1,708 → 1,800 (+92)

3% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 709

0% more capital invested

Capital invested by funds: $104B → $105B (+$491M)

0.25% less ownership

Funds ownership: 60.65% → 60.41% (-0.25%)

9% less funds holding in top 10

Funds holding in top 10: 253 → 231 (-22)

33% less call options, than puts

Call options by funds: $2.62B | Put options by funds: $3.92B

Holders
1,800
Holders Change
+92
Holders Change %
+5.39%
% of All Funds
47.22%
Holding in Top 10
231
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-8.7%
% of All Funds
6.06%
New
185
Increased
729
Reduced
709
Closed
70
Calls
$2.62B
Puts
$3.92B
Net Calls
-$1.3B
Net Calls Change
-$1.45B

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$267M
2
Morgan Stanley
Morgan Stanley
New York
+$252M
3
Deutsche Bank
Deutsche Bank
Germany
+$233M
4
BFA
BlackRock Fund Advisors
California
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$516M
2
Capital World Investors
Capital World Investors
California
-$480M
3
Ameriprise
Ameriprise
Minnesota
-$423M
4
CWG
C WorldWide Group
Denmark
-$352M
5
MCM
Marsico Capital Management
Colorado
-$341M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1601
Pinnacle Advisory Group
Maryland
$271K -$56.3K -505 -16%
HIC
1602
Holderness Investments Company
North Carolina
$271K – – –
SL
1603
Summitry LLC
California
$270K – – –
AAM
1604
AMI Asset Management
California
$269K – – –
CP
1605
Cinque Partners
California
$268K -$1.06M -9,472 -79%
GWM
1606
Greenwich Wealth Management
Connecticut
$268K +$33.4K +300 +13%
FM
1607
Family Management
New York
$267K +$11.1K +100 +4%
ACM
1608
Armbruster Capital Management
New York
$267K +$283K +2,540 New
BFA
1609
Beaumont Financial Advisors
Massachusetts
$266K -$6.82M -61,175 -96%
SRAM
1610
Stone Ridge Asset Management
New York
$263K – – –
HK
1611
Horizon Kinetics
New York
$261K +$276K +2,480 New
LCM
1612
Lucas Capital Management
New Jersey
$261K +$277K +2,486 New
AGA
1613
Accuvest Global Advisors
Utah
$260K – – –
CBOR
1614
Community Bank of Raymore
Missouri
$258K – – –
KFS
1615
Kurt F. Somerville
$254K -$27.9K -250 -9%
BWFM
1616
Bridgewater Wealth & Financial Management
Maryland
$254K +$4.79K +43 +2%
QGM
1617
Quality Growth Management
California
$254K +$269K +2,415 New
FPCP
1618
Fort Point Capital Partners
California
$254K +$269K +2,418 New
MRI
1619
Mad River Investors
Massachusetts
$252K – – –
WHI
1620
William Harris Investors
Illinois
$252K – – –
TDC
1621
Thompson Davis & Co
Virginia
$252K +$109K +980 +69%
CPC
1622
Cookson Peirce & Co
Pennsylvania
$251K +$13K +117 +5%
FWM
1623
Focused Wealth Management
New York
$251K +$13.4K +120 +5%
WCM
1624
Windsor Capital Management
Arizona
$250K -$15.3K -137 -5%
Parallax Volatility Advisers
1625
Parallax Volatility Advisers
California
$248K -$21.4M -191,630 -99%
63 64
65
66 67

DIS Hedge Fund Activity: Q4 2015 in Review

1,800 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2015, worth a combined $105B — up 0.47% from $104B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new DIS positions and 70 closed out — a net gain of 115 holders — while 729 added to existing stakes and 709 trimmed.

The largest buyer was Capital International Investors, adding an estimated $267M. The largest seller was Massachusetts Financial Services, cutting an estimated $516M.

  • 1,800 institutional investors held Walt Disney (DIS) as of Q4 2015, up from 1,708 in Q3 2015.
  • Funds reported $105B of Walt Disney stock for Q4 2015, up 0.47% quarter-over-quarter.
  • 185 funds opened new Walt Disney positions in Q4 2015 and 70 closed out, a net change of +115 holders.
  • The largest Walt Disney buyer in Q4 2015 was Capital International Investors, an estimated $267M added.
  • The largest Walt Disney seller in Q4 2015 was Massachusetts Financial Services, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2015.