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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
LFM
501
Lumina Fund Management
New York
$9.91M
KRS
502
Kentucky Retirement Systems
Kentucky
$9.91M -$1.31K -12 -0%
GLRA
503
Gerald L. Ray & Associates
Texas
$9.91M +$16.4K +150 +0.2%
WT
504
Washington Trust
Rhode Island
$9.86M +$1.11M +10,109 +12%
SBIA
505
Sheaff Brock Investment Advisors
Indiana
$9.83M -$1.17M -10,656 -10%
KCM
506
Kornitzer Capital Management
Kansas
$9.75M -$1.75M -15,975 -15%
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$9.74M +$4.29M +39,200 +75%
CAM
508
Carret Asset Management
New York
$9.73M +$359K +3,277 +4%
1SB
509
1ST Source Bank
Indiana
$9.7M -$104K -948 -1%
Natixis Advisors
510
Natixis Advisors
Massachusetts
$9.68M -$6.76M -61,706 -40%
Daiwa Securities Group
511
Daiwa Securities Group
Japan
$9.64M +$3.67M +33,487 +58%
LSERS
512
Louisiana State Employees Retirement System
Louisiana
$9.58M +$87.6K +800 +0.9%
FQ
513
First Quadrant
California
$9.56M +$658K +6,005 +7%
GIP
514
Granite Investment Partners
California
$9.51M -$761K -6,950 -7%
YIA
515
YHB Investment Advisors
Connecticut
$9.42M +$1.03M +9,424 +12%
WC
516
Woodstock Corp
Massachusetts
$9.41M -$7.67K -70 -0.1%
SAM
517
Strategy Asset Managers
California
$9.34M -$308K -2,814 -3%
DY
518
Dowling & Yahnke
California
$9.33M -$61.1K -558 -0.6%
EIA
519
Edgemoor Investment Advisors
Maryland
$9.32M +$267K +2,435 +3%
MI
520
Markston International
New York
$9.31M +$273K +2,490 +3%
LBC
521
Lowe Brockenbrough & Co
Virginia
$9.29M +$133K +1,211 +1%
GD
522
Grandfield & Dodd
New York
$9.22M +$1.64M +14,932 +21%
JC
523
Jacobs & Co
California
$9.22M +$239K +2,182 +3%
PP
524
Paloma Partners
Connecticut
$9.21M +$8.1M +73,969 +580%
BFS
525
Baskin Financial Services
Ontario, Canada
$9.2M +$472K +4,314 +5%

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.