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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
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$25.9M +$1.73M +15,821 +7%
CA
302
Commerzbank Aktiengesellschaft
Germany
$25.8M +$2.69M +24,581 +11%
DADC
303
D.A. Davidson & Co
Montana
$25.7M +$970K +8,855 +4%
HCM
304
Heathbridge Capital Management
Ontario, Canada
$25.5M +$531K +4,850 +2%
SC
305
Stralem & Co
New York
$25.5M -$1.01M -9,200 -4%
DAM
306
Delta Asset Management
Tennessee
$25.4M +$104K +947 +0.4%
BAPIM
307
British Airways Pensions Investment Management
United Kingdom
$25.3M
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$25.1M -$193K -1,759 -0.7%
MWAC
309
Mariner Wealth Advisors (Cincinnati)
Ohio
$25M +$225K +2,057 +0.9%
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
$24.9M -$2.87M -26,221 -10%
BC
311
Blackhill Capital
New Jersey
$24.9M -$1.64M -15,000 -6%
LIC
312
Lodestar Investment Counsel
Illinois
$24.8M +$380K +3,470 +2%
VFA
313
Virtus Fund Advisers
Connecticut
$24.8M -$1.63M -14,896 -6%
ERSOT
314
Employees Retirement System of Texas
Texas
$24.7M -$329K -3,000 -1%
MA
315
MUFG Americas
New York
$24.6M +$2.28M +20,835 +10%
HIMC
316
Heritage Investors Management Corp
Maryland
$24.3M -$44.2K -404 -0.2%
Nomura Asset Management
317
Nomura Asset Management
Japan
$24.2M +$1.37M +12,550 +6%
EARNEST Partners
318
EARNEST Partners
Georgia
$23.8M +$300K +2,739 +1%
SAM
319
Shell Asset Management
Netherlands
$23.7M +$2.41M +21,987 +11%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6M -$632K -5,776 -3%
CCM
321
Compass Capital Management
Minnesota
$23.4M +$23.8M +217,198 +7,018%
FTIOP
322
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.3M +$5.09M +46,486 +27%
MCM
323
Marsico Capital Management
Colorado
$23.1M -$75.3M -687,379 -76%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$23M -$2.85M -26,059 -11%
ProShare Advisors
325
ProShare Advisors
Maryland
$23M -$4.03M -36,773 -15%

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.