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Walt Disney
DIS

1,956 hedge funds and large institutions have $113B invested in Walt Disney in 2017 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 749 increasing their positions, 878 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $5.25B | Put options by funds: $2.47B

47% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 93

11% more capital invested

Capital invested by funds: $101B → $113B (+$11.3B)

11% more funds holding in top 10

Funds holding in top 10: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+23)

15% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 878

Holders
1,956
Holders Change
+23
Holders Change %
+1.19%
% of All Funds
48.69%
Holding in Top 10
207
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.7%
% of All Funds
5.15%
New
137
Increased
749
Reduced
878
Closed
93
Calls
$5.25B
Puts
$2.47B
Net Calls
+$2.78B
Net Calls Change
+$1.32B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
226
Huntington National Bank
Ohio
$43M -$1.44M -13,034 -3%
SLAM
227
Swiss Life Asset Management
$43M +$9.35M +84,963 +29%
CI
228
Cincinnati Insurance
Ohio
$42.5M – – –
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$42.1M -$1.87M -17,007 -4%
ASRS
230
Arizona State Retirement System
Arizona
$42M -$209K -1,900 -0.5%
CFB
231
Cullen/Frost Bankers
Texas
$41.8M -$4.27M -38,803 -10%
VRS
232
Virginia Retirement Systems
Virginia
$41.4M +$66.1K +600 +0.2%
MSE
233
MUFG Securities EMEA
United Kingdom
$41.4M +$40.2M +365,000 New
BFS
234
Bradley Foster & Sargent
Connecticut
$40.4M -$1.16M -10,502 -3%
N
235
Nuveen
North Carolina
$40.2M -$18.4M -166,785 -32%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$39.9M +$1.39M +12,582 +4%
DL
237
Delta Lloyd
Netherlands
$39.8M +$454K +4,127 +1%
ACG
238
Anchorage Capital Group
New York
$39.7M +$38.5M +350,000 New
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$39.6M -$3.05M -27,741 -7%
SEI Investments
240
SEI Investments
Pennsylvania
$39.6M +$18.2M +164,886 +89%
PIA
241
Piedmont Investment Advisors
North Carolina
$39M +$326K +2,958 +0.9%
Macquarie Group
242
Macquarie Group
Australia
$39M +$2.96M +26,898 +8%
BAM
243
Barrett Asset Management
New York
$38.9M -$102K -929 -0.3%
OPERF
244
Oregon Public Employees Retirement Fund
Oregon
$38.8M +$33K +300 +0.1%
UCFA
245
United Capital Financial Advisors
Texas
$38.8M +$1.08M +9,812 +3%
CK
246
Cohen Klingenstein
New York
$38.4M – – –
AAM
247
Aberdeen Asset Management
United Kingdom
$38.3M +$3.14M +28,551 +9%
TAM
248
Tyers Asset Management
Texas
$38.1M +$1.74M +15,824 +5%
RMDI
249
R.M. Davis Inc
Maine
$38M +$640K +5,817 +2%
OI
250
Oakbrook Investments
Illinois
$37.9M +$6.7M +60,845 +22%
8 9
10
11 12

DIS Hedge Fund Activity: Q1 2017 in Review

1,956 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2017, worth a combined $113B — up 11% from $101B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new DIS positions and 93 closed out — a net gain of 44 holders — while 749 added to existing stakes and 878 trimmed.

The largest buyer was BlackRock, adding an estimated $8.84B. The largest seller was D.E. Shaw & Co, cutting an estimated $304M.

  • 1,956 institutional investors held Walt Disney (DIS) as of Q1 2017, up from 1,933 in Q4 2016.
  • Funds reported $113B of Walt Disney stock for Q1 2017, up 11% quarter-over-quarter.
  • 137 funds opened new Walt Disney positions in Q1 2017 and 93 closed out, a net change of +44 holders.
  • The largest Walt Disney buyer in Q1 2017 was BlackRock, an estimated $8.84B added.
  • The largest Walt Disney seller in Q1 2017 was D.E. Shaw & Co, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2017.