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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
RC
501
RBO & Co
California
$10.8M
TNB
502
Thomasville National Bank
Georgia
$10.7M +$10.4M +94,349 New
SWP
503
Stratos Wealth Partners
Ohio
$10.7M +$282K +2,559 +3%
SCM
504
Suffolk Capital Management
New York
$10.6M +$3M +27,236 +41%
PAM
505
Peak Asset Management
Colorado
$10.6M -$322K -2,925 -3%
CIC
506
Cutler Investment Counsel
Oregon
$10.6M +$1.19M +10,806 +13%
LFM
507
Lumina Fund Management
New York
$10.6M
KRS
508
Kentucky Retirement Systems
Kentucky
$10.6M -$1.43M -12,976 -12%
TGA
509
Trilogy Global Advisors
Florida
$10.6M -$507K -4,607 -5%
GLRA
510
Gerald L. Ray & Associates
Texas
$10.6M -$231K -2,094 -2%
VIA
511
Virtus Investment Advisers
Connecticut
$10.5M +$5.36M +48,645 +110%
V
512
Veritable
Delaware
$10.5M +$256K +2,327 +3%
LRPA
513
L. Roy Papp & Associates
Arizona
$10.5M +$424K +3,853 +4%
1SB
514
1ST Source Bank
Indiana
$10.5M +$39.9K +362 +0.4%
AP
515
AHL Partners
United Kingdom
$10.4M +$8.11M +73,623 +398%
OCM
516
Olstein Capital Management
New York
$10.4M
Jacobs Levy Equity Management
517
Jacobs Levy Equity Management
New Jersey
$10.4M -$3.2M -29,030 -24%
SAM
518
Strategy Asset Managers
California
$10.3M -$375K -3,405 -4%
CGT
519
Capital Guardian Trust
California
$10.3M -$2.1M -19,045 -17%
CA
520
Cullinan Associates
Kentucky
$10.3M -$922K -8,375 -8%
CCM
521
Copeland Capital Management
Pennsylvania
$10.2M +$1.01M +9,177 +11%
AAM
522
Advisors Asset Management
Colorado
$10.2M -$3.63M -32,986 -27%
CIC
523
Carnegie Investment Counsel
Ohio
$10.2M +$43.7K +397 +0.4%
LSERS
524
Louisiana State Employees Retirement System
Louisiana
$10.1M -$297K -2,700 -3%
WC
525
Woodstock Corp
Massachusetts
$10.1M -$188K -1,710 -2%

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.