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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
HCMNY
326
Howard Capital Management (New York)
New York
$25M -$148K -1,347 -0.6%
CM
327
CS McKee
Pennsylvania
$24.8M -$573K -5,200 -2%
CA
328
Commerzbank Aktiengesellschaft
Germany
$24.7M -$1.47M -13,371 -6%
KFM
329
KG Funds Management
New York
$24.4M
Nomura Asset Management
330
Nomura Asset Management
Japan
$24.4M +$682K +6,191 +3%
Jane Street
331
Jane Street
New York
$24.1M +$14.7M +133,247 +169%
MA
332
MUFG Americas
New York
$23.9M -$433K -3,932 -2%
SIA
333
Sit Investment Associates
Minnesota
$23.8M +$2.8M +25,475 +14%
UOC
334
UBS O'Connor
Illinois
$23.7M +$1.31M +11,871 +6%
LIA
335
LS Investment Advisors
Michigan
$23.5M -$251K -2,281 -1%
AG
336
Advisor Group
Arizona
$23.1M +$1.16M +10,496 +5%
BVDMP
337
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23M
MSA
338
Mason Street Advisors
Wisconsin
$22.8M +$82.2K +747 +0.4%
SAM
339
Shell Asset Management
Netherlands
$22.8M -$526K -4,776 -2%
RMCM
340
Reynders McVeigh Capital Management
Massachusetts
$22.7M +$277K +2,519 +1%
DKCM
341
Davidson Kempner Capital Management
New York
$22.7M
RMA
342
Roffman Miller Associates
Pennsylvania
$22.5M +$182K +1,653 +0.8%
GHA
343
GW Henssler & Associates
Georgia
$22.3M +$77.6K +705 +0.4%
RP
344
Regal Partners
Australia
$22.1M +$1.39M +12,627 +7%
Cohen & Steers
345
Cohen & Steers
New York
$21.8M -$4.47M -40,567 -17%
TU
346
TDAM USA
Ontario, Canada
$21.3M +$2.08M +18,895 +11%
First Trust Advisors
347
First Trust Advisors
Illinois
$21.2M +$9.27M +84,188 +82%
Lazard Asset Management
348
Lazard Asset Management
New York
$21.2M +$15.9M +144,208 +341%
DWM
349
Destination Wealth Management
California
$21.1M +$521K +4,733 +3%
HIM
350
Hermes Investment Management
United Kingdom
$21M +$14.9M +135,010 +269%

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.