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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
GT
476
Glenview Trust
Kentucky
$10.6M -$534K -4,879 -5%
GI
477
GAMCO Investors
Connecticut
$10.6M +$380K +3,470 +4%
WMSA
478
Weiss Multi-Strategy Advisers
New York
$10.5M +$10.8M +98,695 New
SC
479
SouthState Corp
Florida
$10.5M -$64.5K -589 -0.6%
ARTA
480
A.R.T. Advisors
New York
$10.5M +$6.88M +62,800 +175%
SWP
481
Stratos Wealth Partners
Ohio
$10.4M +$401K +3,659 +4%
FAB
482
First American Bank
Illinois
$10.3M -$32K -292 -0.3%
OPCM
483
Osborne Partners Capital Management
California
$10.2M +$72.9K +666 +0.7%
AIA
484
Affinity Investment Advisors
California
$10.2M -$1.89M -17,248 -15%
Simplex Trading
485
Simplex Trading
Illinois
$10.2M +$2.91M +26,602 +38%
HCM
486
Highbridge Capital Management
New York
$10.2M +$8.67M +79,185 +478%
BUB
487
BBVA USA Bancshares
Texas
$10.2M -$334K -3,050 -3%
RC
488
RBO & Co
California
$10.2M +$55.7K +509 +0.5%
CA
489
Cullinan Associates
Kentucky
$10.1M +$549K +5,010 +6%
PAM
490
Peak Asset Management
Colorado
$10.1M +$176K +1,609 +2%
CC
491
Cipher Capital
New York
$10.1M +$1M +9,173 +11%
Kayne Anderson Rudnick Investment Management
492
Kayne Anderson Rudnick Investment Management
California
$10.1M -$169K -1,541 -2%
CIC
493
Cutler Investment Counsel
Oregon
$10.1M +$128K +1,165 +1%
CIA
494
CCM Investment Advisers
South Carolina
$10M -$937K -8,555 -8%
AAF
495
Andra AP-fonden
Sweden
$10M +$2.98M +27,200 +41%
LMGAM
496
Liberty Mutual Group Asset Management
Massachusetts
$9.97M +$1.61M +14,694 +19%
LRPA
497
L. Roy Papp & Associates
Arizona
$9.96M +$121K +1,102 +1%
Jane Street
498
Jane Street
New York
$9.95M -$13M -118,485 -56%
EWM
499
Evercore Wealth Management
New York
$9.94M -$376K -3,430 -4%
V
500
Veritable
Delaware
$9.92M +$64.7K +591 +0.6%

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.