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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
FWM
676
Frontier Wealth Management
Missouri
$6.37M +$46.8K +425 +0.8%
Dodge & Cox
677
Dodge & Cox
California
$6.37M -$617K -5,600 -9%
AHC
678
Adell Harriman & Carpenter
Texas
$6.36M +$77.1K +700 +1%
SOADOR
679
State of Alaska Department of Revenue
Alaska
$6.34M +$669K +6,075 +12%
CA
680
Cornerstone Advisors
North Carolina
$6.32M
CRB
681
Chad R. Baker
$6.31M +$162K +1,475 +3%
EGA
682
Eagle Global Advisors
Texas
$6.3M +$67.2K +610 +1%
FB
683
Fulton Bank
Pennsylvania
$6.29M -$77.5K -704 -1%
FNFDCM
684
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.29M +$348K +3,160 +6%
JCM
685
Jafra Capital Management
New York
$6.28M +$3.35M +30,422 +122%
SIC
686
Salem Investment Counselors
North Carolina
$6.26M +$59.7K +542 +1%
BBCM
687
Boardman Bay Capital Management
New York
$6.25M +$6.07M +55,100 New
LGC
688
Laurel Grove Capital
California
$6.25M -$110K -1,000 -2%
TCM
689
TCS Capital Management
New York
$6.24M +$6.06M +55,000 New
LI
690
Lafayette Investments
Maryland
$6.23M +$8.15K +74 +0.1%
NCM
691
Nelson Capital Management
California
$6.22M +$147K +1,333 +2%
KCM
692
Kanawha Capital Management
Virginia
$6.15M +$377K +3,421 +7%
CA
693
Cetera Advisors
Colorado
$6.12M +$291K +2,645 +5%
VCM
694
Vision Capital Management
Oregon
$6.09M -$112K -1,017 -2%
CCFCSB
695
Cape Cod Five Cents Savings Bank
Massachusetts
$6.08M +$307K +2,792 +5%
M
696
MOTCO
Texas
$6.06M -$96.2K -874 -2%
GIM
697
Grassi Investment Management
California
$6.06M
CIS
698
Capital International Sarl
California
$6.03M -$672K -6,100 -10%
GLA
699
Great Lakes Advisors
Illinois
$6M -$240K -2,181 -4%
GF
700
Goodman Financial
Texas
$5.98M +$771 +7 +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.