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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
LI
676
Lafayette Investments
Maryland
$5.85M +$10.9K +100 +0.2%
WAS
677
WESPAC Advisors SoCal
California
$5.82M +$311K +2,840 +5%
FG
678
Fiduciary Group
Georgia
$5.79M +$268K +2,444 +5%
LGC
679
Laurel Grove Capital
California
$5.78M -$71.2K -650 -1%
BA
680
BCM Advisors
Louisiana
$5.77M
MCM
681
MAI Capital Management
Ohio
$5.75M +$260K +2,370 +5%
CC
682
ClearArc Capital
Ohio
$5.75M +$2.01M +18,388 +51%
ANBT
683
American National Bank & Trust
Texas
$5.75M +$165K +1,508 +3%
OMCS
684
Old Mutual Customised Solutions
South Africa
$5.73M +$153K +1,400 +3%
APFBOT
685
Amica Pension Fund Board of Trustees
Rhode Island
$5.72M -$738K -6,739 -11%
AWA
686
ARS Wealth Advisors
Florida
$5.68M +$444K +4,051 +8%
FCBT
687
First Citizens Bank & Trust
North Carolina
$5.68M -$1.1M -10,071 -16%
SIM
688
Sprucegrove Investment Management
Ontario, Canada
$5.67M -$1.65M -15,100 -22%
VCM
689
Vision Capital Management
Oregon
$5.66M -$52.5K -479 -0.9%
CIS
690
Capital International Sarl
California
$5.65M
WDA
691
Wendell David Associates
New Hampshire
$5.64M +$404K +3,693 +7%
GIM
692
Grassi Investment Management
California
$5.63M -$54.8K -500 -0.9%
RFS
693
Rockefeller Financial Services
New York
$5.62M +$183K +1,668 +3%
SCCM
694
Schafer Cullen Capital Management
New York
$5.62M -$1.13M -10,360 -16%
SRIM
695
Saratoga Research & Investment Management
California
$5.6M +$731K +6,678 +15%
TCOT
696
Trust Company of Toledo
Ohio
$5.59M +$61K +557 +1%
BIC
697
Beach Investment Counsel
Pennsylvania
$5.59M +$4.31M +39,383 +298%
CIM
698
Contravisory Investment Management
Massachusetts
$5.58M +$5.73M +52,319 +26,160%
JPMIA
699
J.P. Marvel Investment Advisors
Massachusetts
$5.58M -$2.19K -20 -0%
GF
700
Goodman Financial
Texas
$5.57M -$36.5K -333 -0.6%

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.