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Walt Disney
DIS

1,933 hedge funds and large institutions have $101B invested in Walt Disney in 2016 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 706 increasing their positions, 753 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 77

49% more call options, than puts

Call options by funds: $4.45B | Put options by funds: $2.99B

48% more funds holding in top 10

Funds holding in top 10: 126 → 187 (+61)

18% more capital invested

Capital invested by funds: $85.9B → $101B (+$15.3B)

8% more funds holding

Funds holding: 1,788 → 1,933 (+145)

2.8% more ownership

Funds ownership: 58.28% → 61.08% (+2.8%)

6% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 753

Holders
1,933
Holders Change
+145
Holders Change %
+8.11%
% of All Funds
48.33%
Holding in Top 10
187
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+48.41%
% of All Funds
4.67%
New
250
Increased
706
Reduced
753
Closed
77
Calls
$4.45B
Puts
$2.99B
Net Calls
+$1.46B
Net Calls Change
+$1.53B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$687M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Asset Management One
Asset Management One
Japan
+$240M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$234M
5
Citadel Advisors
Citadel Advisors
Florida
+$221M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$277M
2
JHIU
Janus Henderson Investors US
Colorado
-$243M
3
MTB
Mizuho Trust & Banking
Japan
-$229M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1901
Contravisory Investment Management
Massachusetts
$21K – – –
BA
1902
BCM Advisors
Louisiana
$18K +$17.1K +175 New
LWA
1903
Lenox Wealth Advisors
New York
$17K – – –
BCMIO
1904
Beacon Capital Management Inc (Ohio)
Ohio
$16K – – –
IPC
1905
Independent Portfolio Consultants
Florida
$15K -$86.9K -891 -86%
HIIFS
1906
Harel Insurance Investments & Financial Services
Israel
$15K – – –
PVH
1907
Psagot Value Holdings
Israel
$15K +$5.85K +60 +75%
H
1908
Hexavest
Quebec, Canada
$15K +$13.7K +141 New
CCMW
1909
Cypress Capital Management (Wyoming)
Wyoming
$13.3K – – –
LS
1910
Livforsakringsbolaget Skandia
Sweden
$13.2K -$3.95M -40,474 -24%
SA
1911
SRH Advisors
Kansas
$12K – – –
WCM
1912
Wealthcare Capital Management
Virginia
$12K +$9.75K +100 +526%
HWM
1913
Holloway Wealth Management
Florida
$11K – – –
HRC
1914
Hoertkorn Richard Charles
$10K – – –
JIR
1915
James Investment Research
Ohio
$10K – – –
BCI
1916
Brinker Capital Investments
Pennsylvania
$10K +$4.19K +43 +88%
Financial Engines Advisors
1917
Financial Engines Advisors
California
$10K +$9.75K +100 New
Winslow Capital Management
1918
Winslow Capital Management
Minnesota
$9K -$1.66K -17 -17%
FMP
1919
Financial Management Professionals
Texas
$9K – – –
IF
1920
Ironwood Financial
Arizona
$7K – – –
KIG
1921
Kessler Investment Group
Indiana
$6K – – –
LWMT
1922
Legacy Wealth Management (Tennessee)
Tennessee
$5.25K +$4.88K +50 New
HCM
1923
Horrell Capital Management
Arkansas
$5K – – –
BCFS
1924
Butensky & Cohen Financial Security
Florida
$3K – – –
IAS
1925
INR Advisory Services
Pennsylvania
$3K – – –
75 76
77
78 79

DIS Hedge Fund Activity: Q4 2016 in Review

1,933 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2016, worth a combined $101B — up 18% from $85.9B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new DIS positions and 77 closed out — a net gain of 173 holders — while 706 added to existing stakes and 753 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $687M. The largest seller was Jennison Associates, cutting an estimated $277M.

  • 1,933 institutional investors held Walt Disney (DIS) as of Q4 2016, up from 1,788 in Q3 2016.
  • Funds reported $101B of Walt Disney stock for Q4 2016, up 18% quarter-over-quarter.
  • 250 funds opened new Walt Disney positions in Q4 2016 and 77 closed out, a net change of +173 holders.
  • The largest Walt Disney buyer in Q4 2016 was JP Morgan Chase, an estimated $687M added.
  • The largest Walt Disney seller in Q4 2016 was Jennison Associates, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2016.