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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
AIM
1651
Arcadia Investment Management
Michigan
$62K
LWM
1652
Lenox Wealth Management
Ohio
$62K
CCMW
1653
Cypress Capital Management (Wyoming)
Wyoming
$61.8K +$49.5K +455 +303%
MBT
1654
Monroe Bank & Trust
Michigan
$61K -$76.2K -700 -54%
CFN
1655
Cordasco Financial Network
Florida
$61K +$54.4K +500 +495%
BGIM
1656
Brandywine Global Investment Management
Pennsylvania
$59K +$4.9K +45 +9%
TCCM
1657
Timber Creek Capital Management
Massachusetts
$58K -$1.63K -15 -3%
PFG
1658
Piershale Financial Group
Illinois
$57K +$22K +202 +57%
LWA
1659
Lenox Wealth Advisors
New York
$56K +$54.4K +500 +1,136%
DRS
1660
Deane Retirement Strategies
Louisiana
$55K
LYV
1661
Live Your Vision
Pennsylvania
$54K +$57.9K +532 New
IP
1662
Isthmus Partners
Wisconsin
$51K
DVM
1663
Dreman Value Management
Florida
$48K
VC
1664
Vestor Capital
Illinois
$48K +$50.9K +467 New
CFS
1665
Commonwealth Financial Services
West Virginia
$47K
AFIA
1666
America First Investment Advisors
Nebraska
$46K -$49.8K -457 -50%
CAL
1667
Capital Advisors Ltd
Ohio
$46K -$18K -165 -27%
WA
1668
Waverly Advisors
Alabama
$45K -$15.9K -146 -25%
AA
1669
AlphaMark Advisors
Kentucky
$44K
LOT
1670
Lombard Odier Transatlantic
Quebec, Canada
$42K
NEAM
1671
New England Asset Management
Connecticut
$42K
H
1672
Hexavest
Quebec, Canada
$39K
LWA
1673
Lowe Wealth Advisors
Maryland
$38K +$1.74K +16 +5%
MJP
1674
Michael J. Puzo
$37K
RA
1675
Rational Advisors
New York
$37K

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.