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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
CWM
651
Calamos Wealth Management
Illinois
$7.03M -$119K -1,077 -2%
EAM
652
EULAV Asset Management
Florida
$7.03M -$220K -2,000 -3%
CI
653
Cigna Investments
Connecticut
$7.01M +$679K +6,165 +11%
FAAS
654
First Allied Advisory Services
California
$6.96M -$249K -2,258 -4%
SCM
655
Stevens Capital Management
Pennsylvania
$6.91M +$6.71M +60,952 New
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$6.88M +$129K +1,171 +2%
APFBOT
657
Amica Pension Fund Board of Trustees
Rhode Island
$6.87M
FFBTD
658
First Financial Bank - Trust Division
Ohio
$6.84M +$79.3K +720 +1%
BPCA
659
Bank Pictet & Cie (Asia)
Singapore
$6.83M -$557K -5,060 -8%
FBA
660
Front Barnett Associates
Illinois
$6.79M -$8.26K -75 -0.1%
PTB
661
Pioneer Trust Bank
Oregon
$6.79M -$13.8K -125 -0.2%
RSVP
662
Ramsay Stattman Vela & Price
Colorado
$6.78M -$29.7K -270 -0.4%
ONB
663
Old National Bancorp
Indiana
$6.71M -$520K -4,719 -7%
ISL
664
Ingalls & Snyder LLC
New York
$6.69M -$77.1K -700 -1%
B
665
Bailard
California
$6.68M -$179K -1,630 -3%
HCMT
666
Highland Capital Management (Tennessee)
Tennessee
$6.64M -$600K -5,445 -9%
PCM
667
Palisade Capital Management
New Jersey
$6.62M +$26.4K +240 +0.4%
LSCM
668
LaSalle Street Capital Management
Illinois
$6.52M
GG
669
Greenwood Gearhart
Arkansas
$6.5M +$247K +2,240 +4%
VST
670
Van Strum & Towne
California
$6.49M -$269K -2,443 -4%
Daiwa Securities Group
671
Daiwa Securities Group
Japan
$6.49M +$613K +5,569 +11%
BAM
672
Berkshire Asset Management
Pennsylvania
$6.42M -$64.2K -583 -1%
CPIM
673
Columbia Partners Investment Management
Virginia
$6.4M +$5.36M +48,645 +621%
RIG
674
Renaissance Investment Group
Massachusetts
$6.38M -$40K -363 -0.6%
RWM
675
RKL Wealth Management
Pennsylvania
$6.38M -$675K -6,128 -10%

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.