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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
DY
526
Dowling & Yahnke
California
$10M -$91.5K -831 -0.9%
CAM
527
Carret Asset Management
New York
$10M +$34.1K +310 +0.4%
AMI
528
Amica Mutual Insurance
Rhode Island
$10M
TMAM
529
Tokio Marine Asset Management
Japan
$9.96M -$6.1M -55,444 -39%
BC
530
Burney Company
Virginia
$9.89M -$361K -3,283 -4%
MFWM
531
Motley Fool Wealth Management
Virginia
$9.81M -$313K -2,844 -3%
FAF
532
Första AP-fonden
Sweden
$9.79M +$9.51M +86,356 New
LBC
533
Lowe Brockenbrough & Co
Virginia
$9.77M -$38.8K -352 -0.4%
CCM
534
Catawba Capital Management
Virginia
$9.77M +$14.9K +135 +0.2%
CWM
535
Cabot Wealth Management
Massachusetts
$9.76M -$429K -3,895 -4%
CC
536
Cipher Capital
New York
$9.74M +$3.56M +32,344 +60%
DLA
537
Douglas Lane & Associates
New York
$9.74M -$342K -3,107 -3%
Mariner
538
Mariner
Kansas
$9.74M -$85.1K -773 -0.9%
AFG
539
Albion Financial Group
Utah
$9.74M -$3.6M -32,656 -28%
WAM
540
Wallington Asset Management
Indiana
$9.72M +$293K +2,659 +3%
EIA
541
Edgemoor Investment Advisors
Maryland
$9.68M +$95.9K +871 +1%
MI
542
Markston International
New York
$9.65M -$183K -1,664 -2%
MAM
543
Martingale Asset Management
Massachusetts
$9.65M +$3.66M +33,232 +64%
CA
544
Callahan Advisors
Texas
$9.64M +$25.2K +229 +0.3%
NCM
545
Noesis Capital Mangement
Florida
$9.62M -$73.8K -670 -0.8%
CTA
546
Colonial Trust Advisors
South Carolina
$9.62M -$63.6K -578 -0.7%
JWBC
547
J.W. Burns & Co
New York
$9.61M -$423K -3,845 -4%
JC
548
Jacobs & Co
California
$9.59M -$91.4K -830 -1%
FQ
549
First Quadrant
California
$9.53M -$22.9M -208,347 -71%
DDPIC
550
Deroy & Devereaux Private Investment Counsel
Michigan
$9.48M -$436K -3,958 -5%

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.