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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
WA
1676
WealthTrust-Arizona
Arizona
$37K +$21.2K +195 +115%
JIR
1677
James Investment Research
Ohio
$35K -$21.8K -200 -37%
PRS
1678
Pinkerton Retirement Specialists
Idaho
$34K
IMS
1679
Index Management Solutions
Pennsylvania
$32K -$35K -321 -50%
JAM
1680
Jolley Asset Management
North Carolina
$31K
BWFA
1681
Baltimore-Washington Financial Advisors
Maryland
$30K -$7.41K -68 -18%
MAS
1682
Madden Advisory Services
Florida
$30K
SI
1683
Sentry Investments
Ontario, Canada
$29.9K +$31.8M +292,100 New
TCM
1684
Tanaka Capital Management
New York
$29K
MUS
1685
Mitsubishi UFJ Securities
Japan
$27K -$29.4K -270 -51%
NC
1686
NewSquare Capital
Pennsylvania
$27K
CFSG
1687
Community Financial Services Group
Vermont
$26K
GXMC
1688
Global X Management Company
New York
$22K -$6.64K -61 -22%
CGH
1689
Cleary Gull Holdings
Wisconsin
$20K
CIM
1690
Contravisory Investment Management
Massachusetts
$20K
JAM
1691
JCIC Asset Management
Ontario, Canada
$20K
LOCC
1692
Lombard Odier & Cie (Canada)
Quebec, Canada
$20K +$21.8K +200 New
RPG
1693
Risk Paradigm Group
Texas
$19.1K
OAJ
1694
Ogorek Anthony Joseph
New York
$18K +$109 +1 +0.6%
RBC
1695
Roble Belko & Company
Pennsylvania
$12K
SA
1696
SRH Advisors
Kansas
$12K
Twin Tree Management
1697
Twin Tree Management
Texas
$11K -$888K -8,152 -99%
EMA
1698
Efficient Market Advisors
California
$8K
PFO
1699
Pathstone Family Office
New Jersey
$8K +$8.71K +80 New
FMP
1700
Financial Management Professionals
Texas
$7K +$5.45K +50 +227%

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.