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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
CM
326
CS McKee
Pennsylvania
$23M -$274K -2,500 -1%
KFM
327
KG Funds Management
New York
$22.8M
PI
328
PineBridge Investments
New York
$22.8M +$20M +182,535 +568%
LIA
329
LS Investment Advisors
Michigan
$22.5M +$429K +3,917 +2%
JIC
330
Johnson Investment Counsel
Ohio
$22.4M -$1.15M -10,534 -5%
HCMNY
331
Howard Capital Management (New York)
New York
$22.2M -$1.29M -11,755 -5%
MSA
332
Mason Street Advisors
Wisconsin
$21.5M +$95K +868 +0.4%
RMA
333
Roffman Miller Associates
Pennsylvania
$21.4M +$295K +2,692 +1%
IAM
334
Impax Asset Management
New Hampshire
$21.4M +$11.1M +100,999 +101%
SC
335
Shellback Capital
Massachusetts
$21.3M +$21.9M +200,000 New
GHA
336
GW Henssler & Associates
Georgia
$21.2M +$309K +2,819 +1%
BPCE
337
Bank Pictet & Cie (Europe)
Germany
$21.2M -$3.72M -34,010 -15%
RMCM
338
Reynders McVeigh Capital Management
Massachusetts
$21.1M -$171K -1,559 -0.8%
Cohen & Steers
339
Cohen & Steers
New York
$21M +$632K +5,770 +3%
NI
340
Numeric Investors
Massachusetts
$21M +$14M +128,300 +185%
TU
341
TDAM USA
Ontario, Canada
$20.7M +$852K +7,785 +4%
Jacobs Levy Equity Management
342
Jacobs Levy Equity Management
New Jersey
$20.3M +$10.9M +99,460 +109%
DWM
343
Destination Wealth Management
California
$20.1M +$405K +3,695 +2%
AG
344
Advisor Group
Arizona
$19.8M -$1.9M -17,387 -9%
HIM
345
Hermes Investment Management
United Kingdom
$19.8M +$148K +1,355 +0.7%
CTA
346
Chesley Taft & Associates
Illinois
$19.7M +$49.7K +454 +0.2%
CCM
347
Covington Capital Management
California
$19.4M +$373K +3,408 +2%
B
348
BP
United Kingdom
$19.4M -$8.1M -74,000 -29%
First Trust Advisors
349
First Trust Advisors
Illinois
$19.3M -$649K -5,925 -3%
AB
350
Amalgamated Bank
New York
$19.2M +$6.58M +60,088 +50%

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.