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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
KPCM
626
Kings Point Capital Management
New York
$7.75M +$2.41M +21,857 +47%
LS
627
Livforsakringsbolaget Skandia
Sweden
$7.74M -$6.42M -58,300 -46%
CCT
628
Country Club Trust
Missouri
$7.69M +$633K +5,746 +9%
HI
629
Hendershot Investments
Virginia
$7.67M -$124K -1,125 -2%
SCM
630
Stonebridge Capital Management
California
$7.65M -$371K -3,365 -5%
CBT
631
Central Bank & Trust
Kentucky
$7.61M -$264K -2,394 -3%
ELI
632
Empire Life Investments
Ontario, Canada
$7.51M +$3.11M +28,287 +74%
SCA
633
Stonebridge Capital Advisors
Minnesota
$7.32M +$52.5K +477 +0.7%
AA
634
Ancora Advisors
Ohio
$7.32M +$1.71M +15,535 +32%
CAN
635
Cetera Advisor Networks
California
$7.29M -$159K -1,445 -2%
FNT
636
First Nebraska Trust
Nebraska
$7.28M +$156K +1,421 +2%
PG
637
PEAK6 Group
Illinois
$7.28M -$292K -2,655 -4%
RC
638
Roundview Capital
New Jersey
$7.26M -$17.1K -155 -0.2%
GA
639
Geneva Advisors
Illinois
$7.25M -$78.8K -716 -1%
HHMI
640
Howard Hughes Medical Institute
Maryland
$7.25M -$1.22M -11,083 -15%
PDN
641
Pensionfund DSM Netherlands
Netherlands
$7.25M -$595K -5,400 -8%
FCBT
642
First Citizens Bank & Trust
North Carolina
$7.2M +$3.91M +35,516 +127%
NCM
643
Novare Capital Management
North Carolina
$7.2M -$357K -3,240 -5%
BPB
644
Badgley, Phelps & Bell
Washington
$7.18M +$179K +1,628 +3%
SCCM
645
Schafer Cullen Capital Management
New York
$7.17M -$84.8K -770 -1%
BAC
646
Boys Arnold & Co
North Carolina
$7.15M -$138K -1,249 -2%
CCA
647
Cobblestone Capital Advisors
New York
$7.11M +$39.9K +362 +0.6%
BCMO
648
Buckingham Capital Management (Ohio)
Ohio
$7.11M -$81.9K -744 -1%
MAM
649
Mark Asset Management
New York
$7.11M +$6.43M +58,369 +1,353%
SSWM
650
Smith Salley Wealth Management
North Carolina
$7.03M -$3.83M -34,826 -36%

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.