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
CTA
351
Chesley Taft & Associates
Illinois
$21M -$44.8K -407 -0.2%
ADEF
352
Adams Diversified Equity Fund
Maryland
$21M
BSA
353
Braun Stacey Associates
New York
$20.4M +$580K +5,265 +3%
CCM
354
Covington Capital Management
California
$20.4M +$35.1K +319 +0.2%
PWP
355
Private Wealth Partners
California
$20.3M -$578K -5,249 -3%
PWAG
356
Polaris Wealth Advisory Group
California
$20.2M +$419K +3,807 +2%
KIA
357
KCM Investment Advisors
California
$20M -$12.9K -117 -0.1%
PAM
358
Pagoda Asset Management
New York
$19.9M -$16.3M -148,192 -46%
AII
359
AGF Investments Inc
Ontario, Canada
$19.9M +$19.3M +175,541 New
MOACM
360
Mutual of America Capital Management
New York
$19.9M +$259K +2,351 +1%
RIG
361
Roosevelt Investment Group
New York
$19.8M -$4.52M -41,066 -19%
PP
362
Palladium Partners
Virginia
$19.7M +$53.8K +489 +0.3%
FTIOP
363
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.6M +$219K +1,993 +1%
N
364
Natixis
France
$19.6M -$21.8M -198,217 -53%
SFM
365
Stack Financial Management
Montana
$19.5M +$24.9K +226 +0.1%
ABTD
366
Arvest Bank Trust Division
Oklahoma
$19.2M -$542K -4,921 -3%
WB
367
WesBanco Bank
West Virginia
$18.9M -$376K -3,414 -2%
WAM
368
World Asset Management
Michigan
$18.8M +$2.92M +26,543 +19%
FFA
369
First Foundation Advisors
California
$18.7M +$673K +6,109 +4%
CAM
370
Capstone Asset Management
Texas
$18.6M -$1.16M -10,504 -6%
PFM
371
Parsec Financial Management
North Carolina
$18.5M -$1.27M -11,500 -7%
CC
372
Cornerstone Capital
California
$18.3M -$181K -1,645 -1%
TCM
373
Twin Capital Management
Pennsylvania
$18.1M +$1.11M +10,100 +7%
SIMC
374
Stillwater Investment Management (California)
California
$17.6M
SAM
375
Silvercrest Asset Management
New York
$17.4M -$787K -7,146 -4%

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.