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Walt Disney

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: 187207 (+20)

1.73% more ownership

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

1% more funds holding

Funds holding: 1,9331,956 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
476
Baxter Bros Inc
Connecticut
$11.8M -$348K -3,157 -3%
AC
477
AFAM Capital
Texas
$11.8M -$264K -2,399 -2%
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$11.7M +$662K +6,014 +6%
CIA
479
CCM Investment Advisers
South Carolina
$11.7M -$514K -4,664 -4%
BFIM
480
Beese Fulmer Investment Management
Ohio
$11.6M +$81.3K +738 +0.7%
AP
481
Archon Partners
New Jersey
$11.5M
BIM
482
Bridges Investment Management
Nebraska
$11.5M -$100K -908 -0.9%
Nomura Holdings
483
Nomura Holdings
Japan
$11.5M -$588K -5,337 -5%
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$11.4M +$435K +3,952 +4%
PAM
485
Private Asset Management
California
$11.4M +$385K +3,500 +4%
CTC
486
Central Trust Company
Missouri
$11.4M +$739K +6,716 +7%
JG
487
Jefferies Group
New York
$11.3M +$2.93M +26,599 +36%
IAM
488
Impax Asset Management
New Hampshire
$11.3M +$2.82M +25,601 +34%
GPCM
489
Greenbrier Partners Capital Management
Texas
$11.3M
RJT
490
Raymond James Trust
Florida
$11.3M +$348K +3,164 +3%
SC
491
SouthState Corp
Florida
$11.3M +$601K +5,454 +6%
SGAM
492
Smith Group Asset Management
Texas
$11.2M +$10.9M +98,780 New
BUB
493
BBVA USA Bancshares
Texas
$11.2M -$71.8K -652 -0.7%
CIS
494
Connors Investor Services
Pennsylvania
$11.1M +$49K +445 +0.5%
EWM
495
Evercore Wealth Management
New York
$11M -$1.72M -15,641 -14%
FAB
496
First American Bank
Illinois
$11M -$600K -5,451 -5%
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$11M +$10.6M +96,605 New
GIP
498
Granite Investment Partners
California
$10.9M +$4.98M +45,246 +88%
GI
499
GAMCO Investors
Connecticut
$10.9M -$403K -3,660 -4%
OPCM
500
Osborne Partners Capital Management
California
$10.8M -$3.12M -28,348 -23%

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.