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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
ACM
1976
Argentus Capital Management
Texas
– -$531K -5,719 Closed
WIS
1977
Wright Investors Service
Connecticut
– -$524K -5,640 Closed
HCM
1978
HMS Capital Management
Tennessee
– -$511K -5,503 Closed
GCP
1979
GSA Capital Partners
United Kingdom
– -$474K -5,105 Closed
BO
1980
Bach Option
Hong Kong
– -$457K -4,690 Closed
FWCM
1981
First Western Capital Management
California
– -$407K -4,379 Closed
CD
1982
Carl Domino
Florida
– -$401K -4,369 Closed
QC
1983
QCM Cayman
Texas
– -$415K -4,255 Closed
JFA
1984
Johanson Financial Advisors
California
– -$380K -4,102 Closed
Capital Fund Management (CFM)
1985
Capital Fund Management (CFM)
France
– -$392K -4,023 Closed
PL
1986
Perpetual Ltd
Australia
– -$349K -3,761 Closed
OSAM
1987
O'Shaughnessy Asset Management
Connecticut
– -$349K -3,756 Closed
FPCP
1988
Fort Point Capital Partners
California
– -$347K -3,732 Closed
VF
1989
Virtu Financial
New York
– -$319K -3,440 Closed
ACP
1990
Arcus Capital Partners
Georgia
– -$298K -3,208 Closed
PCM
1991
Pentwater Capital Management
Florida
– -$279K -3,000 Closed
PAM
1992
PT Asset Management
Illinois
– -$293K -3,000 Closed
SIG
1993
Schooner Investment Group
Pennsylvania
– -$277K -3,000 Closed
KIM
1994
Karpus Investment Management
New York
– -$274K -2,944 Closed
EGA
1995
E&G Advisors
Texas
– -$273K -2,940 Closed
CM
1996
Cornerstone Management
Georgia
– -$272K -2,928 Closed
EP
1997
Edgestream Partners
New Jersey
– -$270K -2,911 Closed
FCH
1998
Freestone Capital Holdings
Washington
– -$254K -2,740 Closed
GWCM
1999
Godshalk Welsh Capital Management
Pennsylvania
– -$217K -2,337 Closed
BBPWM
2000
Blue Bell Private Wealth Management
Pennsylvania
– -$216K -2,319 Closed
77 78 79
80
81

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.