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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
SG Americas Securities
351
SG Americas Securities
New York
$19.2M -$31.4M -286,591 -61%
MOACM
352
Mutual of America Capital Management
New York
$18.9M +$253K +2,313 +1%
PWP
353
Private Wealth Partners
California
$18.7M -$324K -2,956 -2%
PP
354
Palladium Partners
Virginia
$18.7M +$220K +2,011 +1%
AII
355
AGF Investments Inc
Ontario, Canada
$18.5M -$154K -1,405 -0.8%
FFA
356
First Foundation Advisors
California
$18.4M +$913K +8,336 +5%
ABTD
357
Arvest Bank Trust Division
Oklahoma
$18.3M +$286K +2,613 +2%
BSA
358
Braun Stacey Associates
New York
$18.2M -$924K -8,435 -5%
SFM
359
Stack Financial Management
Montana
$18.2M -$128K -1,168 -0.7%
WB
360
WesBanco Bank
West Virginia
$17.9M +$153K +1,393 +0.8%
TCM
361
Twin Capital Management
Pennsylvania
$17.8M +$853K +7,790 +5%
CHCM
362
Columbus Hill Capital Management
New Jersey
$17.7M -$13.8M -125,856 -43%
CC
363
Cornerstone Capital
California
$17.7M +$498K +4,552 +3%
Public Sector Pension Investment Board (PSP Investments)
364
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.6M -$18.1M -165,300 -50%
RIG
365
Roosevelt Investment Group
New York
$17.4M -$1.21M -11,010 -6%
GF
366
Gabelli Funds
New York
$17.3M +$1.68M +15,300 +10%
ST
367
Spot Trading
Illinois
$17.2M +$13.8M +125,622 +343%
PFM
368
Parsec Financial Management
North Carolina
$17M -$357K -3,261 -2%
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$16.9M +$1.04M +9,536 +6%
KIA
370
KCM Investment Advisors
California
$16.5M -$2.25M -20,571 -12%
CAM
371
Capstone Asset Management
Texas
$16.5M -$960K -8,771 -5%
NIPH
372
NN Investment Partners Holdings
Netherlands
$16.4M +$598K +5,465 +4%
CBOA
373
Commonwealth Bank of Australia
Australia
$16.3M +$1.3M +11,829 +8%
ABC
374
Associated Banc-Corp
Wisconsin
$16.3M +$321K +2,935 +2%
SAM
375
Silvercrest Asset Management
New York
$16.3M +$12.3K +112 +0.1%

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.