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Walt Disney

1,931 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 821 increasing their positions, 788 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.3B

4% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 788

8% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 102

1.24% less ownership

Funds ownership: 62.81%61.57% (-1.2%)

1% less funds holding

Funds holding: 1,9571,931 (-26)

9% less capital invested

Capital invested by funds: $113B → $102B (-$10.2B)

33% less funds holding in top 10

Funds holding in top 10: 207138 (-69)

Holders
1,931
Holders Change
-26
Holders Change %
-1.33%
% of All Funds
48.13%
Holding in Top 10
138
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-33.33%
% of All Funds
3.44%
New
94
Increased
821
Reduced
788
Closed
102
Calls
$3.21B
Puts
$2.3B
Net Calls
+$904M
Net Calls Change
-$1.88B
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
226
Oregon Public Employees Retirement Fund
Oregon
$38.8M +$2.46M +22,500 +7%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$38.7M +$1.33M +12,146 +3%
AAM
228
Aberdeen Asset Management
United Kingdom
$38.6M +$2.77M +25,268 +7%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$38.4M -$33.7M -307,369 -46%
William Blair & Company
230
William Blair & Company
Illinois
$37.9M -$13.8M -126,437 -26%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$37.9M -$5.04M -46,023 -11%
UCFA
232
United Capital Financial Advisors
Texas
$37.4M +$1.14M +10,427 +3%
TAM
233
Tyers Asset Management
Texas
$37.3M +$1.67M +15,296 +5%
BAM
234
Barrett Asset Management
New York
$36.9M +$423K +3,867 +1%
GC
235
Giverny Capital
Quebec, Canada
$36.9M -$6.85M -62,577 -15%
BFS
236
Bradley Foster & Sargent
Connecticut
$36.6M -$1.29M -11,752 -3%
HighTower Advisors
237
HighTower Advisors
Illinois
$36.4M +$970K +8,861 +3%
RMDI
238
R.M. Davis Inc
Maine
$36.2M +$539K +4,923 +1%
MVIP
239
Mar Vista Investment Partners
California
$36M +$37.1M +339,181 New
Federated Hermes
240
Federated Hermes
Pennsylvania
$35.9M +$2.64M +24,120 +8%
CK
241
Cohen Klingenstein
New York
$35.9M -$87.6K -800 -0.2%
PIA
242
Piedmont Investment Advisors
North Carolina
$35.5M -$1.06M -9,678 -3%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$35.5M -$1.71M -15,649 -4%
NMIMC
244
Northwestern Mutual Investment Management Company
Wisconsin
$35.5M +$4.35M +39,760 +14%
BTS
245
BB&T Securities
Virginia
$35.3M +$56.2K +513 +0.2%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$35.2M +$9.39M +85,753 +35%
CFB
247
Cullen/Frost Bankers
Texas
$35.1M -$4.25M -38,852 -11%
SBH
248
Segall Bryant & Hamill
Illinois
$35M +$790K +7,216 +2%
CB
249
Commerce Bank
Missouri
$34.9M -$126K -1,147 -0.3%
CC
250
Cannell & Co
New York
$34.3M -$314K -2,865 -0.9%

DIS Hedge Fund Activity: Q2 2017 in Review

1,931 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2017, worth a combined $102B — down 9.1% from $113B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of DIS and 94 opened new positions — a net loss of 8 holders — while 788 trimmed existing stakes and 821 added.

The largest buyer was Janus Henderson Group, adding an estimated $535M. The largest seller was Goldman Sachs, cutting an estimated $1.22B.

  • 1,931 institutional investors held Walt Disney (DIS) as of Q2 2017, down from 1,957 in Q1 2017.
  • Funds reported $102B of Walt Disney stock for Q2 2017, down 9.1% quarter-over-quarter.
  • 94 funds opened new Walt Disney positions in Q2 2017 and 102 closed out, a net change of -8 holders.
  • The largest Walt Disney buyer in Q2 2017 was Janus Henderson Group, an estimated $535M added.
  • The largest Walt Disney seller in Q2 2017 was Goldman Sachs, an estimated $1.22B sold.

Based on aggregated 13F filings for Q2 2017.