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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
CBT
701
Central Bank & Trust
Kentucky
$5.55M -$1.63M -14,930 -22%
CCFCSB
702
Cape Cod Five Cents Savings Bank
Massachusetts
$5.55M -$159K -1,450 -3%
Victory Capital Management
703
Victory Capital Management
Texas
$5.51M -$3.37M -30,765 -37%
CAM
704
Cypress Asset Management
Texas
$5.48M -$110K -1,000 -2%
SCM
705
Schnieders Capital Management
California
$5.47M -$19.2K -175 -0.3%
FB
706
Fulton Bank
Pennsylvania
$5.46M -$452K -4,131 -7%
EIM
707
Essex Investment Management
Massachusetts
$5.46M -$24.7K -226 -0.4%
ECM
708
Exchange Capital Management
Michigan
$5.44M +$78.1K +713 +1%
Flossbach Von Storch
709
Flossbach Von Storch
Germany
$5.42M
EWA
710
Exencial Wealth Advisors
Oklahoma
$5.41M -$35.9K -328 -0.6%
QIM
711
Quest Investment Management
Oregon
$5.4M -$8.05M -73,470 -59%
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.37M +$1.1M +10,088 +25%
WCM
713
Windward Capital Management
California
$5.36M +$42.2K +385 +0.8%
MCA
714
Mercer Capital Advisers
New Jersey
$5.34M -$3.29K -30 -0.1%
HCMT
715
Highland Capital Management (Tennessee)
Tennessee
$5.33M -$914K -8,350 -14%
RWM
716
RKL Wealth Management
Pennsylvania
$5.33M -$681K -6,220 -11%
III
717
Independent Investors Inc
New York
$5.32M -$104K -950 -2%
RA
718
RiverPark Advisors
New York
$5.32M +$2.33M +21,234 +74%
NSEDCP
719
NJ State Employees Deferred Compensation Plan
New Jersey
$5.31M
DA
720
Dillon & Associates
Michigan
$5.29M +$353K +3,223 +7%
AHC
721
Adell Harriman & Carpenter
Texas
$5.29M -$684K -6,246 -11%
WSFS
722
Wilmington Savings Fund Society
Delaware
$5.27M +$62K +566 +1%
CW
723
Cobiz Wealth
Colorado
$5.26M -$71.8K -656 -1%
PIM
724
Penobscot Investment Management
Massachusetts
$5.23M +$121K +1,102 +2%
ACI
725
Alpha Cubed Investments
California
$5.23M +$798K +7,291 +17%

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.