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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
N
251
Nuveen
North Carolina
$33.1M -$4.69M -42,869 -12%
NIM
252
Northeast Investment Management
Massachusetts
$32.8M +$92.5K +845 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
253
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.7M +$2.98M +27,200 +10%
STMM
254
South Texas Money Management
Texas
$32.5M +$6.78M +61,890 +25%
OI
255
Oakbrook Investments
Illinois
$32.4M -$3.17M -28,970 -9%
TGCM
256
Tukman Grossman Capital Management
California
$32.2M -$8.86M -80,900 -21%
RCM
257
Riverpark Capital Management
New York
$32M +$4.36M +39,822 +15%
VDI
258
Vaughan David Investments
Illinois
$32M +$563K +5,137 +2%
IG
259
ING Group
Netherlands
$31.9M -$892K -8,142 -3%
GAM
260
Gotham Asset Management
New York
$31.4M +$19.1M +174,294 +144%
SIA
261
Sit Investment Associates
Minnesota
$31.4M +$9.29M +84,815 +40%
PI
262
PGGM Investments
Netherlands
$31.3M -$371K -3,388 -1%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$31.2M +$428K +3,913 +1%
AAM
264
AMI Asset Management
California
$31M -$1.44M -13,113 -4%
URS
265
Utah Retirement Systems
Utah
$30.5M -$1.17M -10,700 -4%
SEI Investments
266
SEI Investments
Pennsylvania
$30.5M -$6.9M -62,972 -18%
PSUF
267
People's United Financial
Connecticut
$30.4M -$195K -1,782 -0.6%
XK
268
Xact Kapitalforvaltning
Sweden
$30.3M +$892K +8,145 +3%
Lazard Asset Management
269
Lazard Asset Management
New York
$30.3M +$10.8M +98,652 +53%
FIM
270
Foresters Investment Management
New York
$30.1M +$332K +3,036 +1%
EIM
271
ExxonMobil Investment Management
Texas
$29.7M -$4.79M -43,739 -14%
BGCP
272
Bristol Gate Capital Partners
Ontario, Canada
$29.6M +$1.8M +16,433 +6%
VanEck Associates
273
VanEck Associates
New York
$29.5M +$1.68M +15,304 +6%
KBC Group
274
KBC Group
Belgium
$29.2M +$2.05M +18,704 +7%
PWLP
275
Prio Wealth Limited Partnership
Massachusetts
$29.1M +$61.2K +559 +0.2%

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.