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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
BWFA
551
Baltimore-Washington Financial Advisors
Maryland
$9.46M -$29.6K -269 -0.3%
OWD
552
Osborn Williams & Donohoe
Ohio
$9.43M -$31.3K -284 -0.3%
CIM
553
Contrarius Investment Management
Jersey
$9.42M +$9.15M +83,099 New
WT
554
Washington Trust
Rhode Island
$9.38M +$1.04M +9,412 +13%
Victory Capital Management
555
Victory Capital Management
Texas
$9.37M +$665K +6,042 +8%
HC
556
Hendley & Co
Ohio
$9.37M +$38K +345 +0.4%
RT
557
Rockland Trust
Massachusetts
$9.34M -$1.07M -9,705 -11%
BFS
558
Baskin Financial Services
Ontario, Canada
$9.32M +$192K +1,747 +2%
BCAM
559
Boston Common Asset Management
Massachusetts
$9.27M -$68.5K -622 -0.8%
SCM
560
Sterling Capital Management
North Carolina
$9.27M -$566K -5,140 -6%
PWM
561
Perigon Wealth Management
California
$9.27M +$160K +1,453 +2%
NB
562
NBT Bank
New York
$9.25M -$124K -1,130 -1%
CCP
563
Clarkston Capital Partners
Michigan
$9.2M -$506K -4,597 -5%
PLFAM
564
Pineno Levin & Ford Asset Management
Virginia
$9.19M -$98K -890 -1%
EOJOAM
565
E. Ohman J:or Asset Management
Sweden
$9.18M +$440K +4,000 +5%
HFS
566
Haverford Financial Services
Pennsylvania
$9.18M -$95.4K -866 -1%
YIA
567
YHB Investment Advisors
Connecticut
$9.16M -$61.1K -555 -0.7%
CCT
568
Chemung Canal Trust
New York
$9.1M +$64.1K +582 +0.7%
OAM
569
Oppenheimer Asset Management
New York
$9.08M +$8.82M +80,095 New
TCT
570
TIAA CREF Trust
Missouri
$9.06M -$340K -3,088 -4%
FWIA
571
Fort Washington Investment Advisors
Ohio
$9.06M -$47.2K -429 -0.5%
AC
572
Addenda Capital
Quebec, Canada
$9.06M -$386K -3,504 -4%
CL
573
CIM LLC
New York
$9.05M -$322K -2,928 -4%
PPCM
574
Pillar Pacific Capital Management
California
$9.01M +$100K +910 +1%
LMGAM
575
Liberty Mutual Group Asset Management
Massachusetts
$8.97M -$3.07M -27,856 -26%

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.