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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
BIC
651
Bridges Investment Counsel
Nebraska
$6.25M +$2.91M +26,590 +83%
PCM
652
Palisade Capital Management
New Jersey
$6.2M -$12.3K -112 -0.2%
GG
653
Greenwood Gearhart
Arkansas
$6.18M +$88.3K +806 +1%
JG
654
Jefferies Group
New York
$6.15M -$4.62M -42,184 -42%
PA
655
Profund Advisors
Maryland
$6.13M +$1.2M +10,951 +23%
HHMI
656
Howard Hughes Medical Institute
Maryland
$6.13M -$683K -6,240 -10%
LSCM
657
LaSalle Street Capital Management
Illinois
$6.11M
CAN
658
Cetera Advisor Networks
California
$6.1M -$762K -6,958 -11%
SHGA
659
Sand Hill Global Advisors
California
$6.09M +$1.04M +9,512 +20%
EGA
660
Eagle Global Advisors
Texas
$6.08M +$182K +1,660 +3%
UAS
661
United Asset Strategies
New York
$6.07M +$622K +5,684 +11%
EAM
662
EULAV Asset Management
Florida
$6.06M -$548K -5,000 -8%
VST
663
Van Strum & Towne
California
$6.05M -$38.3K -350 -0.6%
BAM
664
Berkshire Asset Management
Pennsylvania
$6.01M -$2.74K -25 -0%
M
665
MOTCO
Texas
$6M +$330K +3,017 +6%
FNFDCM
666
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.99M +$96.8K +884 +2%
FWM
667
Frontier Wealth Management
Missouri
$5.98M +$5.47K +50 +0.1%
Dodge & Cox
668
Dodge & Cox
California
$5.97M
BCM
669
Bowie Capital Management
Texas
$5.95M +$548K +5,000 +10%
SIC
670
Salem Investment Counselors
North Carolina
$5.94M +$55.6K +508 +0.9%
RIG
671
Renaissance Investment Group
Massachusetts
$5.93M -$51.9K -474 -0.8%
CA
672
Cornerstone Advisors
North Carolina
$5.92M
CRB
673
Chad R. Baker
$5.91M
KCM
674
Kanawha Capital Management
Virginia
$5.89M +$125K +1,145 +2%
UIM
675
USS Investment Management
United Kingdom
$5.85M +$6.03M +55,100 New

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.