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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
Invesco
51
Invesco
Georgia
$363M +$15.5M +140,665 +5%
JHIU
52
Janus Henderson Investors US
Colorado
$359M +$102M +927,903 +41%
AAMU
53
Amundi Asset Management US
Massachusetts
$354M -$8.57M -77,799 -2%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$351M -$3.05M -27,694 -0.9%
Capital International Investors
55
Capital International Investors
California
$351M +$651K +5,913 +0.2%
Winslow Capital Management
56
Winslow Capital Management
Minnesota
$339M +$329M +2,989,986 +3,602,393%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$337M -$304M -2,758,330 -48%
PPA
58
Parametric Portfolio Associates
Washington
$315M -$7.53M -68,423 -2%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$312M -$33M -300,000 -10%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$299M +$3.42M +31,044 +1%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$295M -$18.7M -170,100 -6%
Allianz Asset Management
62
Allianz Asset Management
Germany
$291M -$7.84M -71,231 -3%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$286M -$8.93M -81,122 -3%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$281M +$40.6M +368,489 +17%
Asset Management One
65
Asset Management One
Japan
$277M -$28.5M -258,412 -10%
APG Asset Management
66
APG Asset Management
Netherlands
$269M -$46.4M -421,428 -15%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$265M -$1.81M -16,416 -0.7%
Coatue Management
68
Coatue Management
New York
$255M +$87.4M +793,774 +54%
Diamond Hill Capital Management
69
Diamond Hill Capital Management
Ohio
$253M -$13M -118,365 -5%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249M +$6.76M +61,386 +3%
EIP
71
Epoch Investment Partners
New York
$245M +$238M +2,162,499 New
Swedbank
72
Swedbank
Sweden
$244M -$5.26M -47,811 -2%
Principal Financial Group
73
Principal Financial Group
Iowa
$243M +$2.1M +19,088 +0.9%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$242M +$43.4M +394,538 +23%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$240M +$56.3M +511,287 +32%

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.