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Walt Disney
DIS

1,871 hedge funds and large institutions have $93.1B invested in Walt Disney in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 759 increasing their positions, 836 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% less ownership

Funds ownership: 61.57% → 61.18% (-0.39%)

9% less repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 836

3% less funds holding

Funds holding: 1,931 → 1,871 (-60)

9% less capital invested

Capital invested by funds: $102B → $93.1B (-$9.32B)

34% less call options, than puts

Call options by funds: $2.16B | Put options by funds: $3.29B

38% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 117

39% less funds holding in top 10

Funds holding in top 10: 138 → 84 (-54)

Holders
1,871
Holders Change
-60
Holders Change %
-3.11%
% of All Funds
46.64%
Holding in Top 10
84
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-39.13%
% of All Funds
2.09%
New
72
Increased
759
Reduced
836
Closed
117
Calls
$2.16B
Puts
$3.29B
Net Calls
-$1.13B
Net Calls Change
-$2.03B

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$964M
2
Morgan Stanley
Morgan Stanley
New York
+$528M
3
BlackRock
BlackRock
New York
+$347M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$345M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$340M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$918M
2
Goldman Sachs
Goldman Sachs
New York
-$738M
3
AAMU
Amundi Asset Management US
Massachusetts
-$290M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$248M
5
Coatue Management
Coatue Management
New York
-$236M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$613M +$340M +3,308,901 +114%
Swiss National Bank
27
Swiss National Bank
Switzerland
$570M +$597K +5,800 +0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$539M +$19M +184,823 +4%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$538M +$14.6M +141,594 +3%
Charles Schwab
30
Charles Schwab
California
$536M +$48.8M +474,422 +10%
AllianceBernstein
31
AllianceBernstein
Tennessee
$514M -$213M -2,071,237 -28%
Primecap Management
32
Primecap Management
California
$508M -$10.8M -105,000 -2%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$508M -$26.7M -259,775 -5%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$494M +$21.5M +208,872 +4%
Capital World Investors
35
Capital World Investors
California
$481M -$229M -2,223,000 -31%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$457M -$7.14M -69,441 -1%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$456M -$12M -116,641 -2%
Fisher Asset Management
38
Fisher Asset Management
Washington
$440M +$5.6M +54,436 +1%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$411M +$157M +1,527,515 +58%
EIP
40
Epoch Investment Partners
New York
$399M +$106M +1,028,867 +34%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$398M +$21M +203,878 +5%
EVM
42
Eaton Vance Management
Massachusetts
$372M +$4.97M +48,270 +1%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$355M -$118M -1,146,267 -24%
Invesco
44
Invesco
Georgia
$350M +$4.59M +44,644 +1%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$347M +$114M +1,107,830 +46%
Ameriprise
46
Ameriprise
Minnesota
$346M -$222M -2,154,206 -38%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$337M -$15.1M -147,248 -4%
PPA
48
Parametric Portfolio Associates
Washington
$336M +$11.4M +111,031 +3%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$333M +$51.9M +504,967 +18%
TA
50
Teachers Advisors
New York
$321M -$64.2M -624,343 -16%
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DIS Hedge Fund Activity: Q3 2017 in Review

1,871 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2017, worth a combined $93.1B — down 9.1% from $102B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of DIS and 72 opened new positions — a net loss of 45 holders — while 836 trimmed existing stakes and 759 added.

The largest buyer was Franklin Resources, adding an estimated $964M. The largest seller was Fidelity Investments, cutting an estimated $918M.

  • 1,871 institutional investors held Walt Disney (DIS) as of Q3 2017, down from 1,931 in Q2 2017.
  • Funds reported $93.1B of Walt Disney stock for Q3 2017, down 9.1% quarter-over-quarter.
  • 72 funds opened new Walt Disney positions in Q3 2017 and 117 closed out, a net change of -45 holders.
  • The largest Walt Disney buyer in Q3 2017 was Franklin Resources, an estimated $964M added.
  • The largest Walt Disney seller in Q3 2017 was Fidelity Investments, an estimated $918M sold.

Based on aggregated 13F filings for Q3 2017.