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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
ADEF
426
Adams Diversified Equity Fund
Maryland
$12.4M -$7.42M -67,800 -37%
HT
427
HighTower Trust
Texas
$12.4M +$232K +2,120 +2%
FAF
428
Första AP-fonden
Sweden
$12.4M +$3.31M +30,200 +35%
SIM
429
Sentry Investment Management
Wisconsin
$12.3M +$127K +1,163 +1%
ACP
430
Ashfield Capital Partners
California
$12.3M -$813K -7,428 -6%
IA
431
IFP Advisors
Florida
$12.3M +$714K +6,523 +6%
CNAM
432
Campbell Newman Asset Management
Wisconsin
$12.2M -$41.6K -380 -0.3%
NRS
433
Neville Rodie & Shaw
New York
$12.1M -$844K -7,705 -6%
RC
434
RegentAtlantic Capital
New Jersey
$12.1M -$128K -1,165 -1%
BCM
435
BTR Capital Management
California
$12.1M -$114K -1,045 -0.9%
HW
436
Hancock Whitney
Mississippi
$12M -$36.5K -333 -0.3%
SEM
437
Suncoast Equity Management
Florida
$12M -$141K -1,289 -1%
CCM
438
Chilton Capital Management
Texas
$12M +$379K +3,461 +3%
HA
439
Halsey Associates
Connecticut
$12M -$162K -1,481 -1%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$11.8M +$1.18M +10,768 +11%
MIM
441
Martin Investment Management
Florida
$11.8M +$12.1M +110,653 New
FIB
442
First Interstate Bank
Montana
$11.7M -$308K -2,810 -2%
FSA
443
Franklin Street Advisors
North Carolina
$11.7M +$17K +155 +0.1%
MML Investors Services
444
MML Investors Services
Massachusetts
$11.6M -$1.67M -15,240 -12%
TTWM
445
TCV Trust & Wealth Management
Virginia
$11.6M -$51.8K -473 -0.4%
CAI
446
Capital Advisors Inc
Oklahoma
$11.6M -$1.17M -10,674 -9%
COPPSERS
447
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.5M +$18.3K +167 +0.2%
CTA
448
Colonial Trust Advisors
South Carolina
$11.5M +$2.21M +20,155 +23%
BF
449
BOK Financial
Oklahoma
$11.5M +$8.1K +74 +0.1%
AIM
450
Achmea Investment Management
Netherlands
$11.4M -$3.26M -29,742 -22%

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.