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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
Parnassus Investments
26
Parnassus Investments
California
$618M -$677K -6,183 -0.1%
Swiss National Bank
27
Swiss National Bank
Switzerland
$614M +$46M +420,200 +8%
Ameriprise
28
Ameriprise
Minnesota
$602M +$40.7M +371,811 +7%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$575M +$535M +4,885,398 +930%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$565M +$191M +1,740,128 +49%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$561M +$19.7M +179,474 +4%
Primecap Management
32
Primecap Management
California
$559M -$35.1M -320,150 -6%
Charles Schwab
33
Charles Schwab
California
$527M +$27.5M +251,167 +5%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$510M +$8.26M +75,391 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$504M +$12.6M +114,919 +2%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$504M -$10.4M -95,187 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$500M +$29.1M +265,456 +6%
Fisher Asset Management
38
Fisher Asset Management
Washington
$469M -$486M -4,434,430 -50%
Franklin Resources
39
Franklin Resources
California
$417M -$57.1M -521,345 -12%
TA
40
Teachers Advisors
New York
$413M +$10.9M +99,220 +3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$407M +$12.6M +115,200 +3%
EVM
42
Eaton Vance Management
Massachusetts
$396M -$4.25M -38,820 -1%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$379M +$24.5M +224,002 +7%
American Century Companies
44
American Century Companies
Missouri
$376M -$293K -2,679 -0.1%
Invesco
45
Invesco
Georgia
$373M +$34M +310,406 +10%
AL
46
AJO LP
Pennsylvania
$351M +$358M +3,273,787 +12,332%
PPA
47
Parametric Portfolio Associates
Washington
$350M +$56.8M +518,590 +19%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$345M +$16.3M +148,878 +5%
O
49
OppenheimerFunds
New York
$332M -$46.7M -426,694 -12%
Capital International Investors
50
Capital International Investors
California
$329M +$505K +4,612 +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.