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Walt Disney
DIS

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: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parnassus Investments
26
Parnassus Investments
California
$638M +$2.27M +20,641 +0.4%
Primecap Management
27
Primecap Management
California
$633M -$12.3M -111,300 -2%
LPU
28
Lansdowne Partners (UK)
United Kingdom
$625M -$286M -2,593,545 -32%
Deutsche Bank
29
Deutsche Bank
Germany
$624M -$75.1M -682,202 -11%
Swiss National Bank
30
Swiss National Bank
Switzerland
$607M +$122M +1,104,700 +26%
Ameriprise
31
Ameriprise
Minnesota
$601M +$18.1M +164,529 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$578M -$98.8M -897,227 -15%
Citadel Advisors
33
Citadel Advisors
Florida
$570M +$303M +2,754,385 +121%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$549M -$8.85M -80,375 -2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$536M +$33.9M +307,640 +7%
Charles Schwab
36
Charles Schwab
California
$534M +$20.4M +185,290 +4%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$525M +$2.02M +18,301 +0.4%
Franklin Resources
38
Franklin Resources
California
$505M -$38.5M -349,743 -7%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$504M +$2.06M +18,753 +0.4%
Citigroup
40
Citigroup
New York
$457M +$358M +3,255,800 +420%
CS
41
Credit Suisse
Switzerland
$435M -$20.7M -188,133 -5%
TA
42
Teachers Advisors
New York
$429M +$25.4M +230,673 +6%
EVM
43
Eaton Vance Management
Massachusetts
$427M +$17.9M +162,823 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$421M -$473K -4,300 -0.1%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$405M -$241M -2,191,530 -38%
O
46
OppenheimerFunds
New York
$403M -$25.6M -232,266 -6%
American Century Companies
47
American Century Companies
Missouri
$401M -$27.2M -247,167 -7%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$379M +$173M +1,573,215 +89%
Prudential Financial
49
Prudential Financial
New Jersey
$371M +$93.4M +848,245 +35%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$367M -$16.3M -148,100 -4%
1
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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.