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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$421M |
| 2 |
State Street
Boston,
Massachusetts
|
+$313M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$155M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$143M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$454M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$365M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$326M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$307M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$281M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LOCC
1676
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| – | -$126K | -1,410 | Closed |
|
|
SCA
1677
Strategic Capital Alternatives
Gig Harbor,
United States
| – | -$112K | -1,263 | Closed |
|
|
PFO
1678
Pathstone Family Office
Englewood,
New Jersey
| – | -$57K | -640 | Closed |
|
|
MAS
1679
Madden Advisory Services
Jacksonville,
Florida
| – | -$45K | -500 | Closed |
|
|
IRS
1680
Invictus RG (Singapore)
Singapore
| – | -$26K | -294 | Closed |
|
|
MDCM
1681
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$24K | -275 | Closed |
|
1682
Group One Trading
Chicago,
Illinois
| – | -$9K | -100 | Closed |
|
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.