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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
ANBT
701
American National Bank & Trust
Texas
$5.96M +$1.33M +12,108 +30%
CAM
702
Cypress Asset Management
Texas
$5.96M -$394K -3,581 -6%
JPMIA
703
J.P. Marvel Investment Advisors
Massachusetts
$5.96M -$223K -2,026 -4%
CI Investments Inc
704
CI Investments Inc
Ontario, Canada
$5.95M -$176K -1,600 -3%
OMCS
705
Old Mutual Customised Solutions
South Africa
$5.95M +$859K +7,798 +17%
CANY
706
Caxton Associates (New York)
New York
$5.95M +$5.78M +52,500 New
TCOT
707
Trust Company of Toledo
Ohio
$5.91M -$64.3K -584 -1%
VIA
708
Vantage Investment Advisors
Pennsylvania
$5.91M +$361K +3,279 +7%
FG
709
Fiduciary Group
Georgia
$5.9M +$460K +4,180 +9%
WAS
710
WESPAC Advisors SoCal
California
$5.88M -$78.8K -716 -1%
MCM
711
MAI Capital Management
Ohio
$5.87M -$574K -5,216 -9%
SCM
712
Schnieders Capital Management
California
$5.86M +$12.8K +116 +0.2%
EIM
713
Essex Investment Management
Massachusetts
$5.85M -$235K -2,135 -4%
EWA
714
Exencial Wealth Advisors
Oklahoma
$5.83M -$199K -1,805 -3%
UAS
715
United Asset Strategies
New York
$5.83M +$583K +5,297 +11%
AF
716
Alerus Financial
North Dakota
$5.83M +$94.3K +856 +2%
RFS
717
Rockefeller Financial Services
New York
$5.81M -$441K -4,006 -7%
III
718
Independent Investors Inc
New York
$5.78M
BCM
719
Bowie Capital Management
Texas
$5.78M -$220K -2,000 -4%
Flossbach Von Storch
720
Flossbach Von Storch
Germany
$5.78M
ECM
721
Exchange Capital Management
Michigan
$5.73M -$205K -1,862 -4%
MCA
722
Mercer Capital Advisers
New Jersey
$5.7M -$137K -1,242 -2%
CW
723
Cobiz Wealth
Colorado
$5.69M -$210K -1,908 -4%
WCM
724
Windward Capital Management
California
$5.67M -$298K -2,708 -5%
NSEDCP
725
NJ State Employees Deferred Compensation Plan
New Jersey
$5.67M

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.