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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
BFIC
401
Bedell Frazier Investment Counselling
California
$13.8M +$278K +2,540 +2%
BCM
402
Bridgeway Capital Management
Texas
$13.5M +$422K +3,850 +3%
CEP
403
Chicago Equity Partners
Illinois
$13.4M -$566K -5,170 -4%
GGI
404
Godsey & Gibb Inc
Virginia
$13.4M +$638K +5,824 +5%
LKIM
405
Lawson Kroeker Investment Management
Nebraska
$13.4M +$1.86K +17 +0%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$13.3M +$4.86M +44,414 +55%
BB
407
Busey Bank
Illinois
$13.2M -$385K -3,515 -3%
KB
408
Kimelman & Baird
New York
$13.2M -$56.9K -520 -0.4%
TCOV
409
Trust Company of Vermont
Vermont
$13.2M +$573K +5,235 +4%
GKWIM
410
Gerber Kawasaki Wealth & Investment Management
California
$13.2M -$542K -4,951 -4%
SDIC
411
South Dakota Investment Council
South Dakota
$13.1M +$5.07M +46,344 +60%
Truist Financial
412
Truist Financial
North Carolina
$13.1M -$36.4K -332 -0.3%
ZIM
413
Zacks Investment Management
Illinois
$13M -$267K -2,437 -2%
PA
414
Pinnacle Associates
New York
$13M +$170K +1,551 +1%
SSB
415
Sandy Spring Bank
Maryland
$12.9M +$45.7K +417 +0.3%
WTC
416
WhitTier Trust Company
Nevada
$12.8M +$200K +1,830 +2%
LIM
417
Lathrop Investment Management
Arkansas
$12.8M -$105K -955 -0.8%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$12.7M -$172K -1,572 -1%
RHAM
419
Round Hill Asset Management
California
$12.7M -$199K -1,815 -1%
EWA
420
EP Wealth Advisors
California
$12.7M +$661K +6,034 +5%
NAM
421
North American Management
Massachusetts
$12.7M -$523K -4,776 -4%
SYBT
422
Stock Yards Bank & Trust
Kentucky
$12.7M -$9.75K -89 -0.1%
AIM
423
Artemis Investment Management
United Kingdom
$12.6M -$2.22M -20,231 -15%
OWP
424
Obermeyer Wealth Partners
Colorado
$12.5M -$163K -1,488 -1%
ACM
425
Azimuth Capital Management
Michigan
$12.4M -$79.5K -726 -0.6%

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.