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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
GP
601
Girard Partners
Pennsylvania
$8.31M +$817K +7,420 +11%
HIC
602
Hartline Investment Corp
Illinois
$8.25M -$349K -3,166 -4%
FNBT
603
FineMark National Bank & Trust
Florida
$8.24M +$217K +1,967 +3%
TBA
604
Tower Bridge Advisors
Pennsylvania
$8.2M -$626K -5,686 -7%
WCMN
605
Westchester Capital Management (Nebraska)
Nebraska
$8.19M -$109K -990 -1%
WIC
606
Whitegate Investment Counselors
New Hampshire
$8.19M -$243K -2,211 -3%
SLG
607
Stanley-Laman Group
Pennsylvania
$8.16M -$4.14M -37,574 -34%
GD
608
Grandfield & Dodd
New York
$8.15M +$2.42M +21,995 +44%
IG
609
Ithaka Group
Virginia
$8.14M -$5.75M -52,233 -42%
GCA
610
Greenwood Capital Associates
South Carolina
$8.13M -$173K -1,574 -2%
TFA
611
Toth Financial Advisory
Virginia
$8.07M -$23.3K -212 -0.3%
OC
612
Oakworth Capital
Alabama
$8.06M +$521K +4,728 +7%
LMIM
613
Lockheed Martin Investment Management
Maryland
$8.01M +$6.77M +61,500 +676%
LPL Financial
614
LPL Financial
California
$7.96M -$1.38M -12,537 -15%
WF
615
Welch & Forbes
Massachusetts
$7.94M -$554K -5,033 -7%
MYAM
616
Meiji Yasuda Asset Management
Japan
$7.93M -$428K -3,891 -5%
Simplex Trading
617
Simplex Trading
Illinois
$7.88M -$1.18M -10,759 -13%
BIA
618
Barry Investment Advisors
Massachusetts
$7.87M +$23.5K +213 +0.3%
NI
619
Numeric Investors
Massachusetts
$7.86M +$7.36M +66,800 +2,672%
LIM
620
Leavell Investment Management
Alabama
$7.85M +$347K +3,153 +5%
BST
621
Bath Savings Trust
Maine
$7.83M +$535K +4,861 +8%
SWM
622
SVA Wealth Management
Wisconsin
$7.83M -$635K -5,765 -8%
BONST
623
Bank of Nova Scotia Trust
Ontario, Canada
$7.8M -$1.28M -11,580 -14%
AAM
624
Autus Asset Management
Arizona
$7.75M -$99.2K -901 -1%
HPC
625
HM Payson & Co
Maine
$7.75M -$2.86K -26 -0%

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.