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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
EIP
51
Epoch Investment Partners
New York
$320M +$93.4M +853,052 +39%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$311M -$33.6M -306,961 -9%
AQR Capital Management
53
AQR Capital Management
Connecticut
$309M +$189M +1,721,833 +145%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$306M +$44.1M +402,404 +16%
CS
55
Credit Suisse
Switzerland
$304M -$107M -973,345 -25%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$303M +$11M +100,000 +4%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$298M -$18.6M -169,898 -6%
AAMU
58
Amundi Asset Management US
Massachusetts
$290M -$43.1M -393,980 -13%
Principal Financial Group
59
Principal Financial Group
Iowa
$289M +$63.8M +582,853 +27%
Allianz Asset Management
60
Allianz Asset Management
Germany
$285M +$13.2M +120,553 +5%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$281M +$206M +1,884,600 +248%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$281M +$543K +4,962 +0.2%
Asset Management One
63
Asset Management One
Japan
$270M +$10.6M +97,098 +4%
LT
64
Lindsell Train
United Kingdom
$268M +$50.6M +462,288 +22%
Prudential Financial
65
Prudential Financial
New Jersey
$264M -$86M -785,356 -24%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$262M -$5.46M -49,900 -2%
HMP
67
HS Management Partners
New York
$260M +$93.6M +854,765 +54%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$257M +$32.6M +297,759 +14%
Brown Advisory
69
Brown Advisory
Maryland
$254M +$97.9M +893,921 +60%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$252M +$259M +2,361,920 +18,162%
Diamond Hill Capital Management
71
Diamond Hill Capital Management
Ohio
$251M +$15.2M +138,654 +6%
Swedbank
72
Swedbank
Sweden
$248M +$19.6M +179,349 +8%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$242M -$7.34M -67,040 -3%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$241M +$15M +137,109 +6%
APG Asset Management
75
APG Asset Management
Netherlands
$240M -$12.5M -114,358 -5%

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.