We are live on ! Find out more
DIS icon

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
CCP
551
Clarkston Capital Partners
Michigan
$8.68M +$66.1K +604 +0.7%
SCM
552
Sterling Capital Management
North Carolina
$8.68M -$4.16K -38 -0%
HHC
553
Hutchin Hill Capital
New York
$8.68M +$734K +6,700 +9%
LCM
554
LVM Capital Management
Michigan
$8.66M +$411K +3,750 +5%
JWBC
555
J.W. Burns & Co
New York
$8.64M -$381K -3,475 -4%
LMIM
556
Lockheed Martin Investment Management
Maryland
$8.63M +$1.16M +10,600 +15%
CAM
557
Columbia Asset Management
Michigan
$8.61M +$302K +2,755 +4%
HFS
558
Haverford Financial Services
Pennsylvania
$8.58M -$24.6K -225 -0.3%
NB
559
NBT Bank
New York
$8.57M -$99.2K -906 -1%
PPCM
560
Pillar Pacific Capital Management
California
$8.52M +$81.6K +745 +0.9%
GP
561
Girard Partners
Pennsylvania
$8.47M +$705K +6,439 +9%
PWM
562
Perigon Wealth Management
California
$8.46M -$230K -2,100 -3%
PAI
563
Pittenger & Anderson Inc
Nebraska
$8.44M +$35.3K +322 +0.4%
MAM
564
Martingale Asset Management
Massachusetts
$8.42M -$635K -5,800 -7%
FWIA
565
Fort Washington Investment Advisors
Ohio
$8.38M -$119K -1,085 -1%
AIP
566
Ameritas Investment Partners
Nebraska
$8.37M -$31.6K -289 -0.4%
KPCM
567
Kings Point Capital Management
New York
$8.37M +$1.14M +10,429 +15%
CL
568
CIM LLC
New York
$8.36M -$123K -1,121 -1%
WAM
569
Winslow Asset Management
Ohio
$8.27M -$14.5K -132 -0.2%
AAM
570
Advisors Asset Management
Colorado
$8.24M -$1.36M -12,465 -14%
MAM
571
Mastrapasqua Asset Management
Tennessee
$8.22M -$125K -1,146 -1%
LC
572
Lincoln Capital
Nebraska
$8.21M -$36K -329 -0.4%
DWT
573
Dorsey & Whitney Trust
South Dakota
$8.2M +$155K +1,415 +2%
BII
574
Bainco International Investors
Massachusetts
$8.2M +$215K +1,964 +3%
TAF
575
Tredje AP-fonden
Sweden
$8.18M -$4.21M -38,460 -33%

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.