Stock Showdown: DreamWorks Animation Skg Inc (DWA) Vs. Walt Disney Co (DIS)

We not only consider performance and insider activity, but also look into what hedge funds think about these stocks. At the end of the first quarter of 2015, a total of 13 hedge funds out of the more than 700 tracked by Insider Monkey were invested in Dreamworks Animation Skg Inc (NASDAQ:DWA), with an aggregate investment of $688.08 million. This represented a drop, considering that there were 19 hedge funds holding long positions in the stock at the end of the last quarter of 2014. It was interesting, however, that the aggregate investment of the funds shot up. Out of these hedge funds, billionaire Mason Hawkins‘ Southeastern Asset Management raised its stake by 69% to 15.90 million shares valued at $384.86 million. Murray Stahl’s Horizon Asset Management followed with 10.25 million shares with a market value of $248.04 million. Its position represented 3.41% of its total portfolio value. In the case of Walt Disney Co (NYSE:DIS), a total of 64 hedge funds were invested in the stock going into the second quarter, having a total investment value of $4.37 billion, up from 58 hedge funds with an aggregate of $3.60 billion in investments at the end of the fourth quarter of 2014.  Billionaire Ken Fisher‘s Fisher Asset Management came on top of other hedge funds tracked by Insider Monkey, owning 8.40 million shares with a market value of $881.32 million. Lansdowne Partners, managed by Alex Snow, raised its stake in the stock by 4% to 8.40 million shares of its own, with a slightly lesser market value of $880.61 million.

In conclusion, a look at both stocks and their growth potential shows that Walt Disney Co (NYSE:DIS) still stands as the best investment both in the long and short-term. This is fundamentally so due to its diversified portfolio and growth that has seen it expand to cover wide geographical locations, cushioning it against general losses.

Winner: Walt Disney Co (DIS)

Disclosure: None