We are live on ! Find out more
DIS icon

Walt Disney

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: 187207 (+20)

1.73% more ownership

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

1% more funds holding

Funds holding: 1,9331,956 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Stralem & Co
New York
$28.2M -$2.14M -19,430 -7%
HAM
302
Honeycomb Asset Management
New York
$28.1M +$27.3M +247,750 New
HT
303
HAP Trading
New York
$27.9M -$4.13M -37,509 -13%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$27.8M +$949K +8,618 +4%
STMM
305
South Texas Money Management
Texas
$27.7M +$9.18M +83,377 +52%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$27.5M +$682K +6,191 +3%
DnB Asset Management
307
DnB Asset Management
Norway
$27.3M +$1.81M +16,400 +7%
DAM
308
Delta Asset Management
Tennessee
$27M -$254K -2,305 -1%
BAPIM
309
British Airways Pensions Investment Management
United Kingdom
$27M -$2.51M -22,770 -9%
PGFC
310
Peapack-Gladstone Financial Corp
New Jersey
$27M +$195K +1,769 +0.7%
UB
311
UMB Bank
Missouri
$26.9M +$654K +5,936 +3%
DILIC
312
Dai-ichi Life Insurance Company
Japan
$26.7M +$4.92M +44,644 +23%
HCM
313
Heathbridge Capital Management
Ontario, Canada
$26.7M -$234K -2,125 -0.9%
ERSOT
314
Employees Retirement System of Texas
Texas
$26.7M
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$26.5M +$16.1M +145,865 +166%
DADC
316
D.A. Davidson & Co
Montana
$26.4M -$577K -5,239 -2%
BPCE
317
Bank Pictet & Cie (Europe)
Germany
$26.4M -$2.75M -24,958 -10%
MWAC
318
Mariner Wealth Advisors (Cincinnati)
Ohio
$26.4M +$517K +4,697 +2%
LIC
319
Lodestar Investment Counsel
Illinois
$26.1M +$344K +3,127 +1%
AIMCA
320
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26M +$25.2M +229,200 New
HIMC
321
Heritage Investors Management Corp
Maryland
$26M -$729K -6,617 -3%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9M +$25.1M +228,235 New
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$25.8M +$1.87M +16,992 +8%
EARNEST Partners
324
EARNEST Partners
Georgia
$25.1M -$5.42M -49,181 -18%
JIC
325
Johnson Investment Counsel
Ohio
$25.1M -$2.97M -26,982 -11%

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.