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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
CA
526
Callahan Advisors
Texas
$9.19M +$167K +1,528 +2%
CCT
527
Chemung Canal Trust
New York
$9.14M +$634K +5,792 +7%
TGA
528
Trilogy Global Advisors
Florida
$9.14M -$789K -7,205 -8%
PG
529
PEAK6 Group
Illinois
$9.13M +$2.38M +21,724 +34%
AFG
530
Albion Financial Group
Utah
$9.11M -$15.2K -139 -0.2%
MYAM
531
Meiji Yasuda Asset Management
Japan
$9.08M +$1.7M +15,545 +22%
CCM
532
Catawba Capital Management
Virginia
$9.07M -$90.6K -827 -1%
RIA
533
RPG Investment Advisory
California
$9.07M +$802K +7,328 +9%
NCM
534
Noesis Capital Mangement
Florida
$9.05M +$38.3K +350 +0.4%
GL
535
GLG LLC
New York
$9.03M -$2.39M -21,801 -20%
CIC
536
Carnegie Investment Counsel
Ohio
$9M -$1.07M -9,748 -11%
CWM
537
Cabot Wealth Management
Massachusetts
$8.97M -$176K -1,607 -2%
DDPIC
538
Deroy & Devereaux Private Investment Counsel
Michigan
$8.97M +$96.3K +879 +1%
BWFA
539
Baltimore-Washington Financial Advisors
Maryland
$8.97M +$108K +990 +1%
GJIC
540
Gamble Jones Investment Counsel
California
$8.94M +$572K +5,225 +7%
OWD
541
Osborn Williams & Donohoe
Ohio
$8.92M +$90.4K +826 +1%
MFWM
542
Motley Fool Wealth Management
Virginia
$8.9M -$293K -2,678 -3%
CWM
543
Calamos Wealth Management
Illinois
$8.9M +$2.38M +21,760 +35%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$8.89M +$6.93M +63,267 +310%
BCAM
545
Boston Common Asset Management
Massachusetts
$8.89M +$208K +1,896 +2%
DLA
546
Douglas Lane & Associates
New York
$8.88M -$252K -2,304 -3%
HC
547
Hendley & Co
Ohio
$8.81M +$35.6K +325 +0.4%
DCM
548
Decatur Capital Management
Georgia
$8.75M +$9.02M +82,350 New
TF
549
TIAA FSB
Florida
$8.73M +$9M +82,219 New
PLFAM
550
Pineno Levin & Ford Asset Management
Virginia
$8.73M +$124K +1,131 +1%

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.